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

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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).

• How is a deal updated with changes from Scarlett?

  To refresh a deal in Veritas, click the three ellipses in the top right of the screen and select Refresh From Scarlett.

• 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.

• 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 ...

• Will there be backup support (e.g., phone support) for technical issues, or is email the only option?

  Currently, email support (veritas@orbismortgage.ca) is the only option. The team is making it a priority to respond to questions as soon as possible.