Follow the status of the files

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The Status section under the Mandate tab was designed to guide you through the different steps to be completed throughout the file process and indicate to you at any time the progress of the process.

DESJARDINS

BANK

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hmtoggle_plus0FILE ACCEPTED

This is the first status for any new file that has been accepted. The checkbox File Accepted is automatically checked by the system when you accept a new file. The date and time are displayed.

For more details, refer to the section Accepting a New File.
hmtoggle_plus1APPOINTMENT WITH CUSTOMER CONFIRMED - or - REQUEST FINAL LENDER UPDATE

Appointment With Customer Confirmed

•This status is only available for Desjardins files. You have to activate yourself this status when you are ready to block the access to the file to the lender.
•Check the Appointment With Customer Confirmed box 2 business days before the signature of the mortgage deed. The access is immediately blocked and the lender can not modify anymore the file via Assyst Real Estate.

Request Final Lender Update

•This status is only available for bank files. You have to activate yourself this status when you are ready to block the access to the file to the lender.
•Check the Request Final Lender Update box 3 business days before the signature of the mortgage deed. The lender has one business day to modify the file then the access is blocked.

Once the file is frozen, you can start generating your documents.

image note     A padlock symbol _img_cadenas_zoom110  will appear next to the status Appointment With Customer Confirmed or Request Final Lender Update to indicate that the lender can not modify anymore the file via Assyst Real Estate.
hmtoggle_plus0PRELIMINARY REPORT TRANSMITTED

The Preliminary Report Transmitted box is automatically checked by the system when the preliminary report has been generated, signed and sent. The date and time the report has been transmitted is always indicated to the right of the status confirming that that bank has received it.

For more details on the generation and signing processes, refer to the Generating Documents and Signing Documents.
hmtoggle_plus0FINAL REPORT TRANSMITTED

The Final Report Transmitted box is automatically checked by the system when the preliminary report has been generated, signed and sent. The date and time the report has been transmitted is always indicated to the right of the status confirming that that bank has received it.

You can generate the final report as soon as your documents are registered and all your signatures are received.

For more details on the generation and signing processes, refer to the Generating Documents and Signing Documents.
hmtoggle_plus0FILE CLOSED

This is the last step in the file handling process. You have to activate yourself this status when you are ready to close the file. When you check the File Closed box, the date and time the file is closed is saved. The file is removed from the list of your files.

image note Make sure to keep a copy of your documents and to have the latest version of the specific mandate before closing a file because you will not be able to access once it will be closed.

For more details on closing files, refer to the Closing File section.

image note A file is automatically closed and removed from the list of your files 6 months after the final report has been generated, signed and sent.