How should compliance be handled — in Scarlett or Veritas?

• Related Articles

• Should we still upload compliance docs to Scarlett?

  Yes. Documents need to be uploaded in Scarlett to meet regulatory requirements in case of an external audit.

• Are documents uploaded in Scarlett automatically transferred to Veritas?

  Not yet. Scarlett's API doesn't support document transfer; please download from Scarlett and upload to Veritas manually. Future integrations will be explored when they become available from Scarlett.

• Will deals created in Scarlett automatically appear in Veritas?

  Yes, files created in Scarlett appear in Veritas automatically, typically within ~4 hours. You can also pull a specific deal into Veritas on demand using the Import From Scarlett button and entering the Application Number.

• Les dossiers créés dans Scarlett apparaissent-ils automatiquement dans Veritas?

  Oui, les dossiers créés dans Scarlett apparaissent automatiquement dans Veritas, généralement en moins de 4 heures environ. Vous pouvez aussi importer un dossier précis dans Veritas sur demande en utilisant le bouton Import From Scarlett et en ...

• 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.