---
title: What is the process for underwriting? 
description: Process for underwriting
---

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2. [General](https://help.newhavenmortgage.com/newhaven-knowledge-base/general?hsLang=en-ca)
3. [Processes](https://help.newhavenmortgage.com/newhaven-knowledge-base/general?hsLang=en-ca#processes)

April 9, 2025

# What is the process for underwriting?

#### **1. Reviewing New Deals (HS)**

1. Locate deals requiring underwriting review in the **New** column of New Business pipeline.
2. Move stage to Underwriting review, update your name as the Underwriter.
3. This stage update would update the stage in MA to In Review.

#### **2. Find new loan in Mortgage Automator (MA)**

1. Login to MA, search for loan id.
2. Double-click the file to open it.

#### **3. Determine whether this is a public deal (MA)**

#### **4. Perform a first pass review on property (MA)**

#### **4. Perform a borrower review (MA)**

#### **5. Recording Notes (MA)**

- Navigate to the **Custom Fields** section.
- Enter all relevant borrower review notes for underwriting reference.

#### **6. Credit Bureau Write-Up Process (MA)**

#### **7. CanCheck.ca Write-Up Process (MA)**

#### **8. Other Properties Write-Up (MA)**

#### **9. Conducting a Google Maps Search (MA)**

#### **10. Preview Write-up (MA)**

#### **11. HouseSigma Write-Up (MA)**

#### **12. AML Risk Assessment Writeup (MA)**

#### **13. Determine commitment terms (MA)**

#### **14. Appraisal writeup (MA)**

#### **15. Issue commitment (MA)**

#### **16. Pull the writs**

**Signback recieved, update Signback received dates**

**Accounting admin (Cat Payment, Subcat Retainer review) autogenerated**

**Pull writs**

**All good with writs - update Send to fulfillment date**

**send to fulfillment date creates a yellow tag on deal so that Underwriting manager moves to Fullfilment stage**

#### **17. Send deal to Fulfillment**

- Once a signback is in, the Underwriter will update the field, Signback received.
- This will cause a yellow tag to appear on the deal and an accounting admin ticket to be generated (Category: Retainer Received)

- [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)
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- [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)
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- [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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