What information is updated during a Refresh From Scarlett?
When you refresh from Scarlett, the following fields will be updated:
- Total Amount
- Requested Amount
- Premium Insurance Amount
- Premium Insurance Percentage
- Monthly Payment
- Occupancy Type
- Purchase Price
- Appraised Value
- Amortization
- Application Purpose
- Down Payment
If there are no clients associated with your deal in Veritas, the refresh will import clients from Scarlett. However, if your deal already has any clients assigned, clients will not be updated, replaced or added during the refresh.
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Are deals updated from Veritas to Scarlett, or is it a two-way sync?
It's a one-way sync. Deals created in Scarlett are either automatically synced to Veritas or can be imported using the Import From Scarlett button. Select information can also be updated automatically from Scarlett by using the Refresh From Scarlett ...
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.
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.
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 ...
Why won't my deal import from Scarlett?
When importing a specific deal from Scarlett, make sure to enter the entire Application Number, not just the numeric digits. For example, enter 'GHCOx12345' rather than '12345'. Additionally, the following information must be completed in the ...