In your Lender Notes, identify the level of NLD service you require.
Ensure the mortgage application is 100% complete and credit bureaus were pulled within the last 30 days.
Upload available documents to Attachments. Merge or scan by condition — for example, one PDF for MLS/APS, one for down payment, one for income.
Go to Lender Submit, select National Lender Desk from the Lender Type dropdown.
Select the lender and add detailed lender notes. At the very top, state EXPRESS or SERVICE+. Validate the application, correct any errors, then click Submit. A confirmation email will follow.
In your Email Subject line, identify the level of NLD service you require as well as the Deal Number and Client Name. Example: EXPRESS – Deal# 1234 – John Doe.
Ensure the mortgage application is 100% complete and credit bureaus were pulled within the last 30 days. Send the files to deals@yourdesk.ca. Add lender notes in the body of the email.
Upload available documents to BOSS Attachments. If you do not have BOSS access, attach them to the email. Merge or scan documents by condition.
Inside Expert, go to the Participants tab, scroll to the bottom and click Co-Broker Now. On the following screen complete: Mortgages (check the box to the right of the Mortgage Type), Commission (Exiting Agent % – 0%, New Agent % – 100%), and Agent Search Criteria (search for the appropriate name per the chart below).
Select from the below options based on your brand*.
*All applications with a subject property in Quebec are to be facilitated through Accès Prêteurs. This is applicable for all brands within the M3 Network of Mortgage Brokers
Please note: Once you co-broker the file in Filogix Expert, it will change the appearance of your application.
To get it back to how it was prior to co-brokering, do the following three steps so you can continue to use the same deal # for compliance:
1) Click the BLUE “delete mortgage” link at the bottom of the Subject Property screen. 2) Re-request the mortgage in the middle of the Subject Property screen. 3) Re-enter the rate information at the bottom of the Subject Property screen.
For product and process questions, or to schedule an information session, contact Pat.
AVP, Business Development — National Lender Desk
416-499-5454 ext. 204 · 416-709-2500
pguerriero@yourdesk.ca
