It's a one-way sync. Deals created in Scarlett are either automatically synced to Veritas or can be imported using the Import From Scarlett button. Select information can also be updated automatically from Scarlett by using the Refresh From Scarlett ...
Yes, files created in Scarlett appear in Veritas automatically, typically within ~4 hours. You can also pull a specific deal into Veritas on demand using the Import From Scarlett button and entering the Application Number.
The 'Unpaid Funded Deals' report has been added to your broker dashboard. It lists all deals for which the commission has been received and need to be submitted to compliance. You can also submit a file to compliance earlier if you wish; you don't ...