Appointment with Customer Confirmed (Desjardins)

This status is only available for Desjardins files. You have to activate yourself this status when you are ready to block the access to the file to the lender.

Check the Appointment With Customer Confirmed box 2 business days before the signature of the mortgage deed. The access is immediately blocked and the lender can not modify anymore the file via Assyst Real Estate.

Once the file is frozen, you can start generating your documents.

Note: It is important to respect these delays and not to freeze the data too much in advance because it can lead to complications for the customer.

Note: A padlock symbol  will appear next to the status Appointment with Customer Confirmed to indicate that the lender can not modify anymore the file via Assyst Real Estate.