How is the deal's stage changed?
To change the deal stage, click the stage name in the bar across the top of the deal.
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What happens if the deal is in the stage mortgage booked and I need to do my audit?
Please send an email to veritas@orbismortgage.ca with the application number. Head Office will update the stage so you can regain access to the file and complete your audit.
How is a deal marked as lost?
To move a deal to the Lost stage: Click the three ellipses in the top right of the screen and select Mark Deal as Lost. Select the appropriate Closure Reason from the dropdown menu (either Lost or Refused). If the deal is lost, select a specific ...
What happens when a deal moves to Mortgage Booked and the deal is funded (i.e., what becomes locked)?
When a deal is moved to the Mortgage Booked stage, the following sections become locked: Deal Details (General Deal Information, Down Payment, Mortgage Request, Subject Property, Mortgage Terms, and Insurance Referral) File stage (you cannot change ...
What information is required to mark a deal as lost or refused?
To move a deal to the Lost stage, there must be an Application Purpose and at least one Client associated with the deal.
What information is required to mark a deal as Mortgage Booked or Audit Complete?
The following information is required to move a deal to the Mortgage Booked or Audit Complete stage: Application Purpose Occupancy Status Rate Type Rate Terms Mortgage Term End Date Subject Property Address including City, Province and Country at ...