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

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• After generating documents, can they be deleted and regenerated (e.g., if province was wrong)?

  Mandate and Suitability forms can be edited and regenerated individually if changes need to be made to the form. To delete the whole document list (e.g., because of incorrect province), contact support (veritas@orbismortgage.ca).

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

  Folders are system-defined, but you can upload multiple files into each folder.

• Can we choose a custom date range (e.g., Q1 2024) instead of preset periods on the dashboard or deal list?

  Not yet. Only preset filters (e.g., last 12 months) are available, but custom ranges may be added in the future.

• How is the documents list generated?

  The documents list is generated based on the application type. It has been updated for residential, commercial, and private deals so that only the relevant documents and folders are created (e.g., purchase or refinance).

• 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.