Shared access is supported. The Primary Broker can add / remove sharing brokers and their sharing % and can change the primary broker on the deal. Sharing brokers other than the Primary Broker can view but can't change the broker team. Currently, ...
Lorsqu'un courtier se joint à Orbis, les instructions de connexion à Veritas sont incluses dans le même courriel qui donne accès à tous les systèmes Orbis.
Yes. Compliance reviews each submission. If corrections are needed, you'll be notified by email, the deal will appear in your Deal List in the Compliance Action Required filter and a notification will be on the Deal Hub tab with notes from ...