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Open File Request - Mortgage

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Important Info & Procedure

  1. Processing of the request will commence once the Online Application has been finalized, and the credit report has been ordered.
  2. The Open File request serves as a prerequisite for various requests on VirtualAgents360. Failure to complete this step will result in the inability to proceed with these requests.
  3. Following the successful opening of the file, the Loan Originator will receive an email notification that includes copies of the initial online 1003/1008 for reference.
  4. To ensure efficient processing, all transaction-related documents forwarded to the office must be submitted through the EDM Document Upload.
  5. To enhance the Loan Origination experience and provide effective hands-on coaching, the Smart-Buy Mentor program is available to Loan Originators upon request.