How is the documents list generated?
The documents list is generated based on the application type. It has been updated for residential, commercial, and private deals so that only the relevant documents and folders are created (e.g., purchase or refinance).
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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).
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.
When uploading compliance documents, will we get notified by email if there's an issue?
Yes. Compliance reviews each submission. If corrections are needed, you'll be notified by email, the deal will appear in your Deal List in the Compliance Action Required filter and a notification will be on the Deal Hub tab with notes from ...
Can we choose a custom date range (e.g., Q1 2024) instead of preset periods on the dashboard or deal list?
Not yet. Only preset filters (e.g., last 12 months) are available, but custom ranges may be added in the future.
What information is required to mark as Submitted to Credit, Application Approved, Sent to Fulfillment or Mortgage Documents Sent to Notary?
The following information is required to move a deal to the Submitted to Credit, Application Approved, Sent to Fulfillment or Mortgage Documents Sent to Notary stage: Application Purpose Occupancy Status Rate Type Rate Terms Mortgage Term End Date ...