Open File Request - Mortgage

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Important Info & Procedure

  1. Request will only be processed after Online Application has been finalized and credit report has been ordered.
  2. Open File request is a prerequisite for various other requests on VirtualAgents360, or such request will not be able to proceed accordingly. 
  3. Loan originator will receive email notification including copies of 1003/1008 for reference after request has been completed. 
  4. All transaction related documents forwarded to processing team, will only be processed after request received via EDM Document Upload.
  5. Loan Originator information to be indicated accordingly if additional individual also to be conducting with all general processing requests.