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 Scarlett file for it to be successfully pulled into Veritas:
- Language
- Close Date
- Application Purpose
Once these details are properly filled out, the file can be imported into Veritas without any issues.
If you try to import a deal that already exists in the platform, you will see an error message letting you know. If you're unable to see the deal in Veritas and feel that you should be able to, contact Support at veritas@orbismortgage.ca.
Related Articles
How is a specific deal imported from Scarlett?
To pull a specific deal from Scarlett into Veritas: From the Deal list, click the arrow beside Add New Deal and select Import From Scarlett. Ensure Language, Close Date, and Application Purpose are populated in Scarlett. Enter the full Application ...
How long does it take for a new Scarlett deal to appear in Veritas?
The automated sync currently runs every four hours. The timeframe will be shortened in the future. If you use Import From Scarlett to pull in a specific deal, it can take between 5 mins and 20 mins to appear in Veritas, although it is often ...
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.
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.
Comment importer un dossier précis à partir de Scarlett?
Pour importer un dossier précis de Scarlett vers Veritas : Dans la liste des dossiers, cliquez sur la flèche à côté de Add New Deal et sélectionnez Import From Scarlett. Assurez-vous que les champs Language, Close Date et Application Purpose sont ...