New Enhancements Now Available:
UI & Design Updates:
New table design applied to the following settings pages:
users/{id}/user-security-groups
users/{id}/telephony
“Financial Information” page in Loan Editor now shows pending changes highlighted in Edit mode in real-time.
New menu option added to Loan Editor:
“Property & Loan” opens the redesigned Property & Loan page.
Checkbox label updated at System > Category Manager > Document Type page:
Now reads “Exclude from data extraction.”
System & Configuration Enhancements:
Assets parameters “Source of Grant”, “Source of Funds”, and “Relationship” are now unified under a single field: “SourceType.”
New setting added to System > Company > Company Properties:
“StateLicensingChecksDisabled” allows designation of whether a company (and its loan officers) needs to be licensed to originate loans.
For companies with State Licensing disabled, users no longer see State Licensing errors when saving state-related loan changes.
Loan Processing & Automation Enhancements:
New Automated Action Type and Loan Action Type:
“Reset Findings” — retains old findings in the database while ensuring the next run generates a fresh set.