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

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• What about ad hoc document signing?

  Direct OneSpan signing is already available as an option.

• 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.

• Why is my Underwriter's name automatically populated on my deals and why can't I change it, even though I'm not sending the deal to Underwriting?

  This issue has been resolved. Now, a deal defaults to 'Not Applicable' when it is created. When a deal is sent to underwriting, the underwriter's name is then assigned to it. Older deals may still show an underwriter's name even if they were never ...

• 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.

• Are documents uploaded in Scarlett automatically transferred to Veritas?

  Not yet. Scarlett's API doesn't support document transfer; please download from Scarlett and upload to Veritas manually. Future integrations will be explored when they become available from Scarlett.