New Enhancements Now Available:
Liability Details Enhancements
New fields have been added to Mortgage and Line of Credit liabilities, including Source of Funds, Description, Months Deferred, Lien Priority, and Affordable Loan. These fields align with Additional Mortgage structure and apply intelligent defaults for Lien Priority based on property association and balances.
User Properties Tab
A new “Properties” tab has been added to the Company page, allowing users to add, edit (via popup), delete, and search user-specific properties. Access to view or manage this tab is governed by user.properties.view and user.properties.manage claims.
HELOC / HELoan Program Comparison Screen
A dedicated Program Comparison screen is now available in POS when a HELOC or HELoan is selected. It includes Pre-Qualification and Final Rate Comparison views with loan-specific formatting for interest rates, payments, loan amounts, APR, and fees. Sections for “Access to Funds” and “Best For” are pending OB integration.
Document Associations in Loan Editor
A new “Associations” button has been added to the Loan Editor → Documents section. Users with the appropriate claims can now view or manage document associations for Borrower, Income, Asset, Property, and Liability using a modal interface with editable dropdowns.
Liability Checkbox Controls
The Edit Liability modal now uses checkboxes instead of radio buttons for “Payoff Required,” “Exclude Payment,” and “Subordinate” fields, enhancing clarity and ease of use for the subject property.
Unified Context Menu Styling
Context menu styling has been standardized across all redesigned pages within the Loan Editor, offering a more consistent and polished user experience.