Whose Partners / Referrals can I see?

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• Whose Clients and Leads can I see?

  Brokers will only see their own Clients and Leads.

• Are there limitations on adding referral partners after the audit stage, similar to Salesforce?

  Yes, similar validations will be in place in Veritas. Referrals can be added until Compliance has approved the deal.

• 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 ...

• Y a-t-il des limites à l'ajout de partenaires de référence après l'étape de l'audit, comme dans Salesforce?

  Oui, des validations semblables seront en place dans Veritas. Les références (Referrals) peuvent être ajoutées jusqu'à ce que la conformité ait approuvé le dossier.

• 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 ...