What happens if the deal is in the stage mortgage booked and I need to do my audit?

• Related Articles

• 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 ...

• 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 ...

• 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.

• How can I see which deals I need to audit?

  The 'Unpaid Funded Deals' report has been added to your broker dashboard. It lists all deals for which the commission has been received and need to be submitted to compliance. You can also submit a file to compliance earlier if you wish; you don't ...

• Are there limitations on adding referral partners after the audit stage, similar to Salesforce?

  Yes, similar validations will be in place in Veritas. Referrals can be added until Compliance has approved the deal.