Why is my Underwriter's name automatically populated on my deals and why can't I change it, even though I'm not sending the deal to Underwriting?

Why is my Underwriter's name automatically populated on my deals and why can't I change it, even though I'm not sending the deal to Underwriting?

This issue has been resolved. Now, a deal defaults to 'Not Applicable' when it is created. When a deal is sent to underwriting, the underwriter's name is then assigned to it. Older deals may still show an underwriter's name even if they were never submitted to underwriting.

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    • How can I submit my file to Underwriting?

      To submit a file to underwriting, click the 'Request UW' button located in the top-right corner of the deal page. A pop-up will appear with the underwriting department details and associated cost. Click 'Confirm and send to underwriting' to complete ...

    • Will deals created in Scarlett automatically appear in Veritas?

      Yes, files created in Scarlett appear in Veritas automatically, typically within ~4 hours. You can also pull a specific deal into Veritas on demand using the Import From Scarlett button and entering the Application Number.

    • How is the deal's stage changed?

      To change the deal stage, click the stage name in the bar across the top of the deal.

    • 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.

    • 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 ...