How can I see which deals I need to audit?

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• What happens if the deal is in the stage mortgage booked and I need to do my audit?

  Please send an email to veritas@orbismortgage.ca with the application number. Head Office will update the stage so you can regain access to the file and complete your audit.

• Whose Clients and Leads can I see?

  Brokers will only see their own Clients and Leads.

• Whose Partners / Referrals can I see?

  Brokers will see all Partner / Referral contacts regardless of the owner of the contact.

• How can I view what deals will be included on my upcoming pay?

  The 'Audit Approved – Upcoming Pay' report has been added to your broker dashboard. This report lists all deals that have been approved by compliance and will be included in your next pay.

• What information is required to mark a deal as Mortgage Booked or Audit Complete?

  The following information is required to move a deal to the Mortgage Booked or Audit Complete stage: Application Purpose Occupancy Status Rate Type Rate Terms Mortgage Term End Date Subject Property Address including City, Province and Country at ...