Can I generate a document for more than two borrowers?
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.
Yes. OneSpan is integrated with Veritas to send Mandate and Suitability documents to clients for signing. Open the document item that you wish to send and complete the form. Select the Include OneSpan Tags checkbox and then click the Generate button. ...
Drag-and-drop can be done on an individual document or in bulk. Open a specific document to drag-and-drop a single document. To upload in bulk, select the List View, toggle Bulk Upload to on and then drag-and-drop files to each item in the list. ...
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 ...