Inside A Deal

Having accurate property data can speed your lender decisions and improve your chances for auto-valuation (AVM) success, reducing the number of apprai...

Scarlett Origination allows the entry of address in either Canada or the USA where ever addresses are required within the system. What do you do with ...

How do you handle non-subject properties in Scarlett? There are several different ways that lenders consider non-subject rental properties and rental ...

This article will teach you how to add and manage participants within Scarlett Origination Deals. You can use filters to pull reports on deals specif...

One of the great features of Scarlett Origination is the ability to quickly and easily add, remove & move applicants within deals, without having to m...

When an application is submitted by a client through a Scarlett Origination online application, consent is automatically logged to the deal. There may...

This guide provides an overview of the applicant portal within your Scarlett Origination deal. It shows you where to quickly locate the areas for appl...

The Generate Pre-Filled App function gives you the ability to send a completed application, or partially completed application, to an applicant to rev...

At the bottom of every application that was submitted from an application link there is a section titled "Applicant Consent". if you click on "View T...

Scarlett Genius provides file analysis right within the deal where you're already working. No Need to copy deal criteria to another program. With acce...

This guide will teach you how to add a mortgage request, or to remove one from your file. Copy a Deal Submitting to Lenders not on Scarlett Mortgage ...

Appropriate handling of the tradelines and debts in the Liabilities section is required so that your lender receives a file with the correct TDS and a...

If when you attempt to pull credit you are stopped at this screen, because you do not have names in the account drop down, this means you have not bee...

Manulife Mortgage Protection Plan (MPP) is integrated into Scarlett Origination so that you can generate an option for MPP for your clients within the...

Canada Life Mortgage Protection Insurance is integrated into Scarlett Origination so that you can generate an option for your clients within the deal....

This guide provides a step-by-step process for easily requesting a credit bureau report and copying the liabilities into Scarlett Origination. Underst...

Effective October 11, 2024, all mortgage lending entities are required to adhere to updated Anti-Money Laundering (AML) and Anti-Terrorist Financing (...

Obtaining tax documents can be a pain point for many agents. Clients can't locate them, provide incomplete pages, are locked out of their MyCRA accoun...

This article contains some FAQ about liabilities and copying liabilities from the credit bureau. Understanding Liabilities Did you pull a credit burea...

This guide provides step-by-step instructions on how to submit a new Value Connect appraisal request directly from within your deal. By following thes...

This guide provides step-by-step instructions on how to submit a new FNF appraisal request directly from within your deal. By following these steps, y...

Scarlett Origination connects to the lenders over either the Filogix (Expert), Newton (Velocity) or BOSS highways, depending on your network affiliati...

Lenders may respond through the system, or they may communicate with you directly by email or via their lender portal. If they do not respond through ...

At times you may need to submit a deal to a lender who is not on the drop-down list of available lenders in Scarlett Origination. This guide will show...

Tracking the lender responses on a file is required for timely action on a deal, correct generation of documentation, and compliance handling. This gu...

You will need to generate forms and disclosures for your mortgage application. Scarlett Origination has this ability embedded into the Documents & For...

Creating disclosures for a mortgage that has two components (example: a fixed mortgage and a HELOC) can be challenging. Scarlett Origination has a spe...

This guide provides step-by-step instructions for organizing and documents in Scarlett Origination. It covers navigating to the system, creating folde...

Scarlett Origination has the ability to send documents securely to lenders (pending their connectivity) and also to third parties. This guide will wal...

This guide provides step-by-step instructions on how to upload documents in Scarlett Origination through either the Applicant Portal or the Documents ...

One of the great features within Scarlett Origination this ability to automate sending document requests to your clients. This guide provides a step-b...

This guide provides step-by-step instructions on how to add and remove documents in a document request. It explains how to add multiple documents at o...

This guide provides step-by-step instructions on generating documents for e-signing, sending them, and reviewing and tracking their status. It covers ...

This guide provides step-by-step instructions on how to customize auto document settings, and how to create new document types to request. By followin...

This guide gives you instructions of how to request and receive bank statements from your clients. It goes over how to access documents through Flinks...

This guide provides step-by-step instructions on how to add applicant and participant emails to communication. By following these steps, you can easil...

There are times when you need to send a copy of your file to another agent. You can use the Co-Broker option in Scarlett Origination to send a copy of...

Validating your deal is an important step in ensuring the information being sent to the lender is accurate and complete. Within this guide we will dis...

There are times when you need to copy a deal in Scarlett Origination. If you are doing another deal for a repeat client, often agents prefer to copy t...

Scarlett Origination is a full origination system and you can submit your files directly to lenders through the platform. There may be times when you ...

Many deal statuses are updated automatically by actions you take within the system, or responses that are returned by your lender (pending, approve, d...

This guide is to provide the details on how to complete a refinance application in Scarlett Origination. This guide goes over how to add applicant inf...

This guide will show you how to create and submit a purchase plus improvements program 1) Click on a deal in the deal dashboard 2) In the deal, click ...