How can I submit my file to Underwriting?

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• 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 ...

• Will underwriting be integrated into Veritas after October 28?

  Yes, all deals will be set up in Veritas, including deals to be sent to Underwriting. Underwriting will be notified of deals sent to them.

• How can I delete a duplicate file?

  Brokers cannot delete deals in Veritas. If you notice duplicate deals, please email veritas@orbismortgage.ca with a list of the files that need to be deleted. The support team will archive the duplicates. Resolving the creation of duplicate deals is ...

• 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 ...

• 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, ...