Improvement to the Document(s) Request feature in the Applicant Portal to give agents more flexibility and improve clarity for clients:

New “CC” Option:
Agents can now add a CC (carbon copy) email address when requesting documents from applicants for better tracking & follow-up

Labels for Sender and Recipient(s) have been updated to improve clarity:

The Request Type options were revised as follows:

• “From Applicant” is now “Request from Applicant”
• “From Third Party” is now “Request from Third Party”

The Applicant(s) field has been renamed to “To”

This new rule refines the application flow for refinance and renewal options, creating a more efficient and focused experience for clients.

The change is as follows:

• For Refinance Application: – The Realtor section has been removed

• For Renewal Application: – Both the Realtor & Solicitor sections have been removed

New enhancement improves how Scarlett handles returning applicants on the App 3.0 login page to avoid confusion and accidental duplicate applications.

Returning applicants often clicked the Start Application button when attempting to review or update an existing file, which unintentionally created a new application instead of continuing their existing one.

With this update:

• First time users: {email address or phone number is not linked to any existing application under the agent’s App 3.0 link} will be directed to the first page of interview section to start a new application

• Existing users: {email address or phone number already used to login the agent’s App 3.0 link} will now be redirected to their own dashboard, where they can continue an existing application, action documents or start a new application

This update introduces several enhancements to the E-Sign Request experience, giving agents more control and flexibility when managing e-signature documents:

• Resend Expired Links: Agents can now easily resend an expired signature request link directly from the E-Sign Request page, making it simple to keep the process moving if a client misses their first opportunity.

• Copy Envelope: A new “Copy Envelope’ option has been added, allowing agents to quickly duplicate an existing e-sign package without starting from scratch.
• Edit Envelopes: Agents now have the ability to edit an envelope even after a document has been opened, as long as its status is not marked Completed.

• Flexible Download Options: A new download window allows agents to choose exactly which components to download from completed or signed files.

This update introduces the ability to import results from the Equifax PEP & Sanctions screening within Scarlett deal.

Once the Equifax PEP & Sanctions report is retrieved, an Import button will appear, which can be used to auto-fill relevant FINTRAC fields, helping reduce

Scarlett now allows customization of the verification code email, giving agents more control over client communication during the App 3.0 process.

The subject and body of the verification email template (both English & French) can be customized by clicking the “Customize” button in the App 3.0.