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, sharing brokers set up in Scarlett as Co-Agent will not automatically be set up in Veritas when the deal syncs. This is because Scarlett does not have the sharing %. Add the sharing broker(s) on the Broker Team tab once the deal is in Veritas.
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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 ...
Are co-brokers assigned in Scarlett automatically created in Veritas?
No. Since the sharing percentage is not known in Scarlett, the co-broker is not automatically added to the Deal in Veritas. Add the co-broker to the Deal on the Broker Team tab.
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.
Are Clients imported with the Deal?
Yes, all clients will be created with the Deal in Veritas. If you only have one client on the deal, make sure to delete the second one that is automatically created in Scarlett, otherwise a second client will be created in Veritas with the name ...
Why won't my deal import from Scarlett?
When importing a specific deal from Scarlett, make sure to enter the entire Application Number, not just the numeric digits. For example, enter 'GHCOx12345' rather than '12345'. Additionally, the following information must be completed in the ...