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.
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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).
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).
How is a specific deal imported from Scarlett?
To pull a specific deal from Scarlett into Veritas: From the Deal list, click the arrow beside Add New Deal and select Import From Scarlett. Ensure Language, Close Date, and Application Purpose are populated in Scarlett. Enter the full Application ...
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 ...
What happens if changes are made in Scarlett but not in Veritas (e.g., rate updates)?
Changes made in Scarlett are only updated in Veritas when you choose Refresh from Scarlett. Fields from Scarlett that are not editable in Veritas will be updated. Therefore, fields that have been updated in Veritas will not be overwritten by ...