Can users add their own folders or upload multiple docs per category?

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• Can users upload documents for both spouses (e.g., two pay stubs) in one section?

  Yes, multiple documents can be uploaded per document type. Use clear file names to identify each client.

• Should we still upload compliance docs to Scarlett?

  Yes. Documents need to be uploaded in Scarlett to meet regulatory requirements in case of an external audit.

• How does deal sharing work if multiple brokers are involved or if a file is started by one and owned by another?

  Shared access is supported. The Primary Broker can add / remove sharing brokers and their sharing % and can change the primary broker on the deal. Sharing brokers other than the Primary Broker can view but can't change the broker team. Currently, ...

• In a commercial deal with multiple shareholders, how should it be entered?

  Continue to set up deals in Scarlett as you do today in terms of the borrowing company and shareholders.

• Can you show how to drag-and-drop document uploads?

  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. ...