Will deals created in Scarlett automatically appear in Veritas?
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.
No. Since the sharing percentage is not known in Scarlett, the co-broker is not automatically added to the Deal in Veritas. Add the co-broker to the Deal on the Broker Team tab.
It's a one-way sync. Deals created in Scarlett are either automatically synced to Veritas or can be imported using the Import From Scarlett button. Select information can also be updated automatically from Scarlett by using the Refresh From Scarlett ...
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 ...
Not yet. Scarlett's API doesn't support document transfer; please download from Scarlett and upload to Veritas manually. Future integrations will be explored when they become available from Scarlett.