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.
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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 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 information is required to mark as Submitted to Credit, Application Approved, Sent to Fulfillment or Mortgage Documents Sent to Notary?
The following information is required to move a deal to the Submitted to Credit, Application Approved, Sent to Fulfillment or Mortgage Documents Sent to Notary stage: Application Purpose Occupancy Status Rate Type Rate Terms Mortgage Term End Date ...
What is required before a deal can be sent to Compliance?
The following information is required to submit a deal to Compliance: Application Purpose Occupancy Status Rate Type Rate Terms Mortgage Term End Date Subject Property Address including City, Province and Country at minimum At least one Client ...
Why won't my deal import from Scarlett?
When importing a specific deal from Scarlett, make sure to enter the entire Application Number, not just the numeric digits. For example, enter 'GHCOx12345' rather than '12345'. Additionally, the following information must be completed in the ...