New Enhancements Now Available:
[Redesign][LeftMenu] Adaptive Sizing for Left Menu Area
The Left Menu area is now adaptive for low-resolution screens, improving usability and navigation consistency across devices.
[CD Fixes] Source Name for Grant Asset
A new required “Source Name” field (max 150 characters) has been added for Grant assets. The Closing Disclosure (CD) form now reflects this data, labeling fee sections as “Grant from ” for greater clarity.
Fees - Financed Amount Usage Enhancements
Financed Amount is no longer included in total Closing Costs but still contributes to Total Loan Amount. Entry restrictions have been removed, and relevant fees are now automatically assigned to both “Borrower Paid at Closing” and “Financed Amount,” except for Recording Fees or Seller-Paid types. Visibility and input behavior of the Financed Amount column adjust dynamically based on section context and fee settings.
POS Settings: ‘Should Be Signed’ Flag for Form Bundles
A new “Should Be Signed” flag has been added to the Form Bundles configuration in LOS. This temporary flag identifies bundles that require signature prior to PDF generation, helping to address limitations with conditional form inclusion and signature tag detection.
Fees Redesign Improved Table Layout for Low-Resolution Screens
Horizontal scrolling has been added to the Fees page for screens narrower than 1920px. Financial columns like Borrower-Paid, Seller-Paid, Paid by Others, and Financed Amount are now scrollable, with sticky headers for Fee, Fee Provider (left), and Action (right) columns. Scroll behavior supports both View and Edit modes.
Fee Page Calculation Updates Based on CD Fixes
Key calculations on the Fees page now match updated CD logic. Lender Credits now include 1003 > Credits with Source Type “Lender.” Seller Credits include Builder Developer credits and Seller Concessions. Deposits now reflect Earnest Money credits, Down Payment is recalculated as Purchase Price minus Total Loan Amount, and Adjustments & Other Credits reflect new inputs from CD Sections K and L.
Property Page Redesign “Lock Info” Sub-Page in Edit Loan & Lock Info Modal
A new “Lock Info” menu option is now available in the “Edit Loan & Lock Info” modal. This sub-page includes fields for Lock Date, Lock Expiration, Term, Rate Sheet, Buy Price, Final Price, and a detailed Adjustments table. Real-time highlighting of pending changes and update counters improve change tracking.
Loan Actions: Generate/Print PDF
A new “Generate/Print PDF” Action Type has been introduced for Loan Actions, supporting either Forms or Form Bundles. Users can preselect a source or be prompted to choose one before generation. The LOS API generates the PDF and automatically triggers a download in a new browser tab.