Are deals updated from Veritas to Scarlett, or is it a two-way sync?

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• Will new deals not yet submitted to a lender be reflected in Veritas?

  Yes, all active and draft deals sync to Veritas once created in Scarlett.

• What information is updated during a Refresh From Scarlett?

  When you refresh from Scarlett, the following fields will be updated: Total Amount Requested Amount Premium Insurance Amount Premium Insurance Percentage Monthly Payment Occupancy Type Purchase Price Appraised Value Amortization Application Purpose ...

• Can I generate a document for more than two borrowers?

  Yes. Veritas now uses dynamic forms, which are automatically generated based on the number of borrowers in the file. This functionality works the same way as when generating forms for two or fewer borrowers.

• Will deals created in Scarlett automatically appear in Veritas?

  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.

• How is a deal updated with changes from Scarlett?

  To refresh a deal in Veritas, click the three ellipses in the top right of the screen and select Refresh From Scarlett.