What is required before a deal can be sent to Compliance?

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• 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 ...

• When uploading compliance documents, will we get notified by email if there's an issue?

  Yes. Compliance reviews each submission. If corrections are needed, you'll be notified by email, the deal will appear in your Deal List in the Compliance Action Required filter and a notification will be on the Deal Hub tab with notes from ...

• 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 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.

• How should compliance be handled — in Scarlett or Veritas?

  Compliance should now be completed in Veritas.