What happens when a deal moves to Mortgage Booked and the deal is funded (i.e., what becomes locked)?

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• What information is required to mark a deal as Mortgage Booked or Audit Complete?

  The following information is required to move a deal to the Mortgage Booked or Audit Complete stage: Application Purpose Occupancy Status Rate Type Rate Terms Mortgage Term End Date Subject Property Address including City, Province and Country at ...

• What happens if the deal is in the stage mortgage booked and I need to do my audit?

  Please send an email to veritas@orbismortgage.ca with the application number. Head Office will update the stage so you can regain access to the file and complete your audit.

• 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 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 ...

• 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 ...