Whose Clients and Leads can I see?

• Related Articles

• Whose Partners / Referrals can I see?

  Brokers will see all Partner / Referral contacts regardless of the owner of the contact.

• Are Clients imported with the Deal?

  Yes, all clients will be created with the Deal in Veritas. If you only have one client on the deal, make sure to delete the second one that is automatically created in Scarlett, otherwise a second client will be created in Veritas with the name ...

• How can I see which deals I need to audit?

  The 'Unpaid Funded Deals' report has been added to your broker dashboard. It lists all deals for which the commission has been received and need to be submitted to compliance. You can also submit a file to compliance earlier if you wish; you don't ...

• 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 ...

• 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 ...