New Enhancements Now Available:
Verification of Employment (VOE) Section
A new VOE section has been added to the Employment tab under Financial Information for W-2 and Self-Employed borrowers. Users can now record employment verification details including employer phone source, verifier name and title, verification method, employment status at time of verification, probability of continued employment, temporary leave status, and business existence verification for self-employed borrowers.
FHA and VA Loan Fields
Additional fields required for FHA and VA loan processing have been added to the Loan Editor, including VA Entitlement Code from COE, Branch of Service, Military Status, Basic and Bonus Entitlement amounts with auto-calculated totals, Energy Efficiency Mortgage fields under Property Transaction Details, and a Manually Underwritten checkbox on the Underwriting page.
Auto-Lock Rules for Financial Information
Auto-lock rules now apply to the Financial Information page of the Loan Editor. When auto-lock rules are active, affected fields become read-only while still allowing updates through Loan Actions for administrative flexibility.
Loan Profit and Loss Page
A new Loan P&L sub-page has been added under Loan and Lock Info, providing visibility into loan profitability. The page displays calculated fields including Net Buy Price, Total Buy Price (with SRP and Hedge Cost), Total Sell Price (with SRP from Investor), and Profit/Loss in both percentage and dollar amounts. Access is controlled through a dedicated permission claim.
Enhanced Expression Editor
The expression editor across all system areas now features syntax highlighting with distinct colors for functions, variables, numbers, operators, strings, and booleans. Scope visualization highlights the current context when editing nested expressions, and autocomplete suggestions now appear near the cursor. A Format Document option is available via right-click to auto-format complex expressions.
Fee Provider Service List
Fee providers configured with the "Add to Service Provider List" option now automatically appear in the "Services You Can Shop For" section on all Loan Estimates, regardless of whether they are linked to a specific fee on the loan.
Point of Sale (POS) Redesign
Multiple POS application steps have been redesigned with an improved layout including the Assets, Credit Report, Income, Review, and Compare Terms steps. The new design features better scrolling behavior with fixed action buttons and visual indicators for content overflow.
Fee Tolerance Cure Baseline Logic
The cure calculation engine now correctly tracks per-fee baselines across multiple Changed Circumstance (CIC) events. Fees changed via a CIC reason use the latest CIC disclosure as their baseline, while fees not affected by CIC retain the original disclosure baseline. This ensures accurate cure amounts in complex multi-CIC scenarios.