What information is required to mark as Submitted to Credit, Application Approved, Sent to Fulfillment or Mortgage Documents Sent to Notary?

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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 is required before a deal can be sent to Compliance?

  The following information is required to submit a deal to Compliance: Application Purpose Occupancy Status Rate Type Rate Terms Mortgage Term End Date Subject Property Address including City, Province and Country at minimum At least one Client ...

• What information is required to mark a deal as lost or refused?

  To move a deal to the Lost stage, there must be an Application Purpose and at least one Client associated with the deal.

• Why aren't the Mortgage Request details recalculating when information is updated manually?

  To update Mortgage Request details automatically, refresh the deal from Scarlett. If updating the information manually in Veritas, all fields need to be adjusted as needed. No calculations in this section are done automatically.

• What is the Related Application Number used for in Veritas?

  This field is used when two deals have been created for the same mortgage, but with different application numbers. On the deal that will be used to submit to the lender, add the other deal's application number in the Related Application Number field. ...