How is a deal updated with changes from Scarlett?

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• What happens if changes are made in Scarlett but not in Veritas (e.g., rate updates)?

  Changes made in Scarlett are only updated in Veritas when you choose Refresh from Scarlett. Fields from Scarlett that are not editable in Veritas will be updated. Therefore, fields that have been updated in Veritas will not be overwritten by ...

• What information is updated during a Refresh From Scarlett?

  When you refresh from Scarlett, the following fields will be updated: Total Amount Requested Amount Premium Insurance Amount Premium Insurance Percentage Monthly Payment Occupancy Type Purchase Price Appraised Value Amortization Application Purpose ...

• Are deals updated from Veritas to Scarlett, or is it a two-way sync?

  It's a one-way sync. Deals created in Scarlett are either automatically synced to Veritas or can be imported using the Import From Scarlett button. Select information can also be updated automatically from Scarlett by using the Refresh From Scarlett ...

• 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 ...

• How is a specific deal imported from Scarlett?

  To pull a specific deal from Scarlett into Veritas: From the Deal list, click the arrow beside Add New Deal and select Import From Scarlett. Ensure Language, Close Date, and Application Purpose are populated in Scarlett. Enter the full Application ...