Will there be backup support (e.g., phone support) for technical issues, or is email the only option?

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• Who should we contact for help or technical issues after training?

  Check the Veritas FAQs (this knowledge base) for answers to many of your questions. If you can't find the answers you need, send an email to veritas@orbismortgage.ca for additional assistance. Additional backup options such as phone support may be ...

• After generating documents, can they be deleted and regenerated (e.g., if province was wrong)?

  Mandate and Suitability forms can be edited and regenerated individually if changes need to be made to the form. To delete the whole document list (e.g., because of incorrect province), contact support (veritas@orbismortgage.ca).

• When uploading compliance documents, will we get notified by email if there's an issue?

  Yes. Compliance reviews each submission. If corrections are needed, you'll be notified by email, the deal will appear in your Deal List in the Compliance Action Required filter and a notification will be on the Deal Hub tab with notes from ...

• Can we choose a custom date range (e.g., Q1 2024) instead of preset periods on the dashboard or deal list?

  Not yet. Only preset filters (e.g., last 12 months) are available, but custom ranges may be added in the future.

• What happens if changes are made in Scarlett but not in Veritas (e.g., rate updates)?

  Changes made in Scarlett are only updated in Veritas when you choose Refresh from Scarlett. Fields from Scarlett that are not editable in Veritas will be updated. Therefore, fields that have been updated in Veritas will not be overwritten by ...