Are documents uploaded in Scarlett automatically transferred to Veritas?

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• 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.

• Are co-brokers assigned in Scarlett automatically created in Veritas?

  No. Since the sharing percentage is not known in Scarlett, the co-broker is not automatically added to the Deal in Veritas. Add the co-broker to the Deal on the Broker Team tab.

• Les documents téléversés dans Scarlett sont-ils transférés automatiquement vers Veritas?

  Pas encore. L'API de Scarlett ne prend pas en charge le transfert de documents; veuillez les télécharger à partir de Scarlett et les téléverser manuellement dans Veritas. D'autres intégrations seront envisagées lorsqu'elles seront disponibles dans ...

• Devons-nous encore téléverser les documents de conformité dans Scarlett?

  Oui. Les documents doivent être téléversés dans Scarlett afin de respecter les exigences réglementaires en cas d'audit externe.

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

  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 ...