---
title: How to request lenders
description: requesting lenders
---
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1. [New Haven Knowledge Base](https://help.newhavenmortgage.com/newhaven-knowledge-base?hsLang=en-ca)
2. [Processes](https://help.newhavenmortgage.com/newhaven-knowledge-base/processes?hsLang=en-ca)
3. [Fulfillment](https://help.newhavenmortgage.com/newhaven-knowledge-base/processes?hsLang=en-ca#fulfillment)
November 10, 2026
# How to request lenders
**Requesting Lenders Playbook**
**Step 1: Verify HS/MA Details (HS & MA)**
1. Access Hubspot and verify the following details as per MA:
- Appraised value
- Mortgage type
- Loan purpose
- Loan-to-Value (LTV)
- Mortgage amount
- Interest rate
- AMs type
- Amortization
- Property Address (verify civic address) (Canada Post Search/Google)
- Borrower Details (consenting spouse, guarantor etc.)
**Step 2: Lender/Investor approval (HS)**
1. **Add an approval ticket with the category: Investors, Subcategory: New Business.**
2. Create a note and associate to approval ticket:
1. Format: Deal Name & Number - Lenders (Example: *Rasela 8590 - Lenders)*
2. Use the snippet: #FulfillmentInvestorApproval
3. **Attach the following documents:**
- Risk Assessment Excel Sheet
- Appraisal report
4. Hiteshi will review the file and approve lender selection (e.g., all MIC, MIC O, or front-end lenders).
**Step 4: Lender Breakdown Email (HS)**
1. Nick will send the lender breakdown email.
2. If a closing date is arranged, add it to the processing calendar and update the deal in Hubspot.
**Step 5: Update Lenders (MA)**
1. Go to MA and update the lenders under the **“Investors”** tab.
2. **If the lender structure is FE-BE**, select **ultimate residual** for the BE investor.
**Step 6: Request Transmittal from the Appraiser (HS & MA)**
1. A transmittal is required if:
- There is a **front-end lender** involved.
- The appraisal does not list **New Haven Mortgage Holding Corp** as the client.
2. **If NHMC is already listed** as the client:
- Email the appraiser directly for any required changes.
3. **If the report is in another name:**
- Email the broker for **authorization to speak to the appraiser**.
- Use the **“Transmittal - Broker Authorization”** email template and amend accordingly.
- Once the broker emails the appraiser (CCing the fulfillment specialist), fulfillment can request changes to the report.
4. Save the appraisal transmittal in Hubspot.
5. Check off **“Transmittal”** in the MA task section.
---
This process ensures lender requests are handled efficiently and documented accurately before finalizing the deal.
- [Getting started](https://help.newhavenmortgage.com/newhaven-knowledge-base/getting-started?hsLang=en-ca#main-content)
- [Activity](https://help.newhavenmortgage.com/newhaven-knowledge-base/getting-started?hsLang=en-ca#activity)
- [Cleanup](https://help.newhavenmortgage.com/newhaven-knowledge-base/getting-started?hsLang=en-ca#cleanup)
- [General](https://help.newhavenmortgage.com/newhaven-knowledge-base/general?hsLang=en-ca#main-content)
- [Setup](https://help.newhavenmortgage.com/newhaven-knowledge-base/general?hsLang=en-ca#setup)
- [Processes](https://help.newhavenmortgage.com/newhaven-knowledge-base/general?hsLang=en-ca#processes)
- [Integrations](https://help.newhavenmortgage.com/newhaven-knowledge-base/integrations?hsLang=en-ca)
- [Deals](https://help.newhavenmortgage.com/newhaven-knowledge-base/deals?hsLang=en-ca)
- [Processes](https://help.newhavenmortgage.com/newhaven-knowledge-base/processes?hsLang=en-ca#main-content)
- [Fulfillment](https://help.newhavenmortgage.com/newhaven-knowledge-base/processes?hsLang=en-ca#fulfillment)
- [Servicing](https://help.newhavenmortgage.com/newhaven-knowledge-base/processes?hsLang=en-ca#servicing)
- [Underwriting](https://help.newhavenmortgage.com/newhaven-knowledge-base/processes?hsLang=en-ca#underwriting)
- [Data Management](https://help.newhavenmortgage.com/newhaven-knowledge-base/data-management?hsLang=en-ca)
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