Do assistants with Orbis emails already have Veritas logins, or do they need to request new ones?

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• Why aren't the Mortgage Request details recalculating when information is updated manually?

  To update Mortgage Request details automatically, refresh the deal from Scarlett. If updating the information manually in Veritas, all fields need to be adjusted as needed. No calculations in this section are done automatically.

• Les adjoints qui ont une adresse courriel Orbis ont-ils déjà un accès à Veritas, ou doivent-ils en faire la demande?

  Les adjoints qui ont une adresse courriel Orbis ont généralement déjà un accès. Sinon, ils peuvent en faire la demande auprès du soutien technique (veritas@orbismortgage.ca).

• 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.

• How long does it take for a new Scarlett deal to appear in Veritas?

  The automated sync currently runs every four hours. The timeframe will be shortened in the future. If you use Import From Scarlett to pull in a specific deal, it can take between 5 mins and 20 mins to appear in Veritas, although it is often ...

• How can I see which deals I need to audit?

  The 'Unpaid Funded Deals' report has been added to your broker dashboard. It lists all deals for which the commission has been received and need to be submitted to compliance. You can also submit a file to compliance earlier if you wish; you don't ...