Step-By-Step - Submit a Deal to a Lender
This tutorial assumes you have completed the entire mortgage application all the way down to the 'Mortgage Requests' section.
1. Locate the lender you wish to submit the application to.
a. Note: If the lender accepts direct submissions from Velocity, there will be a light blue 'Submit to lender' box.
2. Fill in the Mortgage Request fields, add a submission agent if necessary, and enter any notes for your lender
3. When you’re ready and you have filled out all of the necessary information, click ‘Submit to Lender’
4. Do you have any missing information?
a. You will get a validation message when you have successfully submitted your application. If you are missing required information, it will be highlighted for you at the top:
5. Fix your errors
a. The errors are highlighted for you throughout the application.
6. Submit to Lender
a. Once you have corrected all of the errors, you can again submit the application to your lender. You will get a green ‘Success’ message/pop-up when it has been successfully submitted.
7. The blue ‘submit to lender’ box will now have changed to show that it has been submitted and it will include the page. If you scroll down below the application you will see that your submission date and time has also been stamped.
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