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When handling a file in Assyst Real Estate, you have to follow a specific process and complete different steps.
These status can be used as guidelines for you to follow the Assyst Real Estate steps and to help you know where you are in your file processing. (see Follow the status of the files)
You will find in the Status section the following five main steps:
| ¢ | Appointment with Customer Confirmed (Desjardins) or Request Final Lender Update (Banks) |
| ¢ | Preliminary Report Transmitted |
| ¢ | Final Report Transmitted |
When a step is completed, its status is checked and the time and date it has been completed is also indicated.
Depending on the status, you or the system will complete the step and check the corresponding boxes in the Status section of the File page:
| • | You will check the following steps: Appointment with Customer Confirmed, Request Final Lender Update and File Closed. These steps are displayed in blue. |
| • | The system will check the following steps depending on your actions in the system: File Accepted, Preliminary Report Transmitted and Final Report Transmitted. These steps are displayed in gray. Once a step is completed and the box is checked, it cannot be undone. |
 The Status section may vary depending on the financial institution.
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