Are there limitations on adding referral partners after the audit stage, similar to Salesforce?

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• What happens if the deal is in the stage mortgage booked and I need to do my audit?

  Please send an email to veritas@orbismortgage.ca with the application number. Head Office will update the stage so you can regain access to the file and complete your audit.

• Whose Partners / Referrals can I see?

  Brokers will see all Partner / Referral contacts regardless of the owner of the contact.

• How is the deal's stage changed?

  To change the deal stage, click the stage name in the bar across the top of the deal.

• What information is required to mark a deal as Mortgage Booked or Audit Complete?

  The following information is required to move a deal to the Mortgage Booked or Audit Complete stage: Application Purpose Occupancy Status Rate Type Rate Terms Mortgage Term End Date Subject Property Address including City, Province and Country at ...

• Why would my Veritas Dashboard be different than my Salesforce Dashboard?

  There are a few reasons why the dashboards may display differently: System-assigned deals: Some deals are automatically attributed by the system to Platform Orbis, making them the opportunity owner instead of the agent. Duplicates: Some duplicates ...