Inside A Deal

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

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

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

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

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...

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

The Request Review function gives you the ability to send a completed application, or partially completed application, to an applicant to review, edit...

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

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

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

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

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

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...

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...

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...

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

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 Mortgage. This guide will show yo...

Scarlett Mortgage connects to the lenders over either the Filogix (Expert) or Newton (Velocity) highway, depending on your network affiliation. The le...

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

This guide provides step-by-step instructions on how to upload and manage documents in Scarlett Mortgage. It walks you through the process of navigati...

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

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

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

One of the great features within Scarlett Mortgage this ability to automate sending document requests to your clients. Customizing Auto-Doc Settings 1...

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 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 how to add applicant and participant emails to communication. By following these steps, you can easil...

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

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

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...

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

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 Mortgage to send a copy of yo...

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 ...

This guide is to provide the details on how to complete a refinance transaction in Scarlett Mortgage. (coming soon)