When uploading compliance documents, will we get notified by email if there's an issue?

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• 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.

• 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 ...

• Will underwriting be integrated into Veritas after October 28?

  Yes, all deals will be set up in Veritas, including deals to be sent to Underwriting. Underwriting will be notified of deals sent to them.

• How should compliance be handled — in Scarlett or Veritas?

  Compliance should now be completed in Veritas.

• How can I view what deals will be included on my upcoming pay?

  The 'Audit Approved – Upcoming Pay' report has been added to your broker dashboard. This report lists all deals that have been approved by compliance and will be included in your next pay.