How can I delete a duplicate file?

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• How can I submit my file to Underwriting?

  To submit a file to underwriting, click the 'Request UW' button located in the top-right corner of the deal page. A pop-up will appear with the underwriting department details and associated cost. Click 'Confirm and send to underwriting' to complete ...

• How does deal sharing work if multiple brokers are involved or if a file is started by one and owned by another?

  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, ...

• 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 ...

• 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.

• 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).