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v150.0 - 08/19/2025 Release Notes

v150.0 - Release Notes

Updated this week

New Enhancements Now Available:

FHA and VA Sponsor ID Fields

  • The Company settings now include separate fields for FHA Loan Sponsor Identifier and VA Sponsor Identifier, each with dedicated dynamic fields for use in closing documents. The previous single Sponsor ID field has been split to support both loan types independently.

Open Document in New Tab

  • Documents viewed in the Documents section can now be opened in a separate browser tab using the new "Open in Separate Tab" button, allowing users to work with documents alongside the Loan Editor.

Sub-Company Management

  • A new Sub-Company management screen has been added, and Sub-Company users can now log in to the parent company system. This enables multi-branch operations with proper organizational structure and access control.

Non-Borrowing Entity Signing

  • Non-Borrowing Entities (NBEs) can now sign documents when accessing the system via a signing link, extending the signing workflow beyond primary borrowers.

Initial Disclosures Direct Signing Link

  • A direct signing link can now be generated that takes the Primary Borrower directly to the Initial Disclosures signing flow, streamlining the disclosure review and signing process.

Borrower Sign-In Link Enhancement

  • The borrower sign-in link logic has been updated so that borrowers who sign in can now see applications that were created from a Lead, ensuring continuity between lead conversion and application access.

CIC Rule for Property Changes

  • A new Changed Circumstance (CIC) rule has been added for property-related changes, automatically triggering CIC workflows when property information is modified on a loan.

User Contact Numbers

  • User settings have been extended with additional contact number fields, along with corresponding dynamic fields for use in closing documents and forms.

VA Residual Income Calculation

  • The VA Residual Income calculation is now automated within the system, reducing manual entry and ensuring accurate compliance calculations for VA loans.

Loan Role Signature Line

  • Loan Role signatures on generated documents now populate without requiring a signature line underneath, providing cleaner document formatting.

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