New Enhancements Now Available:
Transaction Details Panel Added to Loan Editor
A new “Transaction Details” menu has been added to the Loan Editor for all loan types. It includes indicators for PITI and LTV/CLTV/HLTV with two-decimal precision and Pending Changes highlighting. Users can select transaction detail types with contextual fields such as Construction Costs, Closing Type, and Energy-Related Improvements.
CAIVRS Number Field Added for FHA, VA, and USDA Loans
A new optional CAIVRS Number field is now available in the Credit Reporting section for FHA, VA, and USDA loans. This 10–12 character field helps verify borrowers against federal delinquency databases and is also available as a dynamic field for form templates.
Loan Option Validation Moved to ‘Save Pending Changes’ Only
To streamline performance, Loan Option validation has been removed from standard Save operations and now runs exclusively during the Save Pending Changes process, improving response time for individual field saves.
Mortgagee Field Available in Company Settings and Forms
A new optional Mortgagee field has been added in Company Settings under Form Field Data. This multi-line field can be used to define lender information for use in forms and is available as a dynamic field under the Lender category.
Federal Agency Compliance Field Added
Company Settings now include a dropdown for Federal Agency Compliance under the Regulations section. Agencies like the Federal Trade Commission and Office of the Comptroller can be selected and used in forms via a corresponding dynamic field.
Dashboard and Security Group Visibility Now Permission-Based
Admin users can now manage visibility of the Dashboards page and Security Group tabs using new security claims. Access to the Dashboards menu and tabs like Analytics Dashboard and Reports Builder can be controlled per user group.
New Dynamic Field: Construction - Yes - Checkbox
A Construction-related checkbox field has been added under Loan Type. It is automatically checked when the loan’s Transaction Detail is set to Construction-Conversion/Construction-to-Permanent, improving form automation for construction loans.
New Dynamic Fields: Hazard and Flood Insurance Checkboxes
Checkbox fields for Hazard and Flood Insurance are now available and auto-check when Escrow is enabled in the loan. These fields support better data mapping and automation in document templates.
Dynamic Field Support for 4506-C and SSA-89 Forms
LOS administrators can now configure data fields required for IRS 4506-C and SSA-89 forms under the new Form Field Data tab. These fields support dynamic mapping in templates for automated and accurate document generation.