1. Upon intake or through your APS tab, you can indicate there is a VTB on this transaction at the bottom of the tab by clicking the toggle
​
​

2. Here, you can quickly enter the terms of the mortgage

​

3. Click continue (if you are opening a file)

​

4. Now, you can click on your VTB mortgage tab

​

5. Scroll down and click add to select the vendors that are going to be mortgagees
​
​

6. Select the vendors from the drop down menu

​

7. Now, you can view and add more details to the VTB lender
​
Click the three vertical dots

​

8. Click view global profile to add more information for the VTB lender

​

9. You can also add more information to general details and terms & payment

​

10. Navigate to your documents tab

​

11. Click add

​

12. Go to the mortgage category
​
​

13. Click on your VTB heading
​
​

14. Now, you will have access to our VTB lender documents that you can add to your file

​

​
​

​