Can we use Veritas for pre-approvals or just live deals?

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• Is the OneSpan integration live?

  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. ...

• Will new deals not yet submitted to a lender be reflected in Veritas?

  Yes, all active and draft deals sync to Veritas once created in Scarlett.

• Are deals updated from Veritas to Scarlett, or is it a two-way sync?

  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 ...

• Will deals created in Scarlett automatically appear in Veritas?

  Yes, files created in Scarlett appear in Veritas automatically, typically within ~4 hours. You can also pull a specific deal into Veritas on demand using the Import From Scarlett button and entering the Application Number.

• Are deals in Veritas sorted alphabetically or by newest first?

  The most recently added deal appears at the top by default. You can sort by any column.