New Enhancements Now Available:
Sub-Company Licensed States
A new Licensed States tab is now available in the Sub-Company settings. Administrators can configure state licenses for each Sub-Company, with license numbers automatically used for dynamic fields such as the Broker State License ID on closing documents.
Form Bundles in Expressions
Form bundle references are now available in automated action expressions. Loan Approval Disclosures and Rate Lock Agreement bundles can be used in expression logic to build more precise automated workflows based on form delivery status.
Sub-Company Lead Creation
Users can now create leads directly within a Sub-Company context, ensuring proper organizational assignment from the start of the loan lifecycle.
Sub-Company Dynamic Fields Support
Dynamic fields throughout the system now support Sub-Company data, allowing closing documents and forms to automatically populate with Sub-Company-specific information.
