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v146.0 - 07/22/2025 Release Notes

v146.0 - Release Notes

Updated this week

New Enhancements Now Available:

Dynamic Fields for Initial Disclosures

  • New dynamic fields are now available specifically for Initial Disclosure documents, allowing more accurate and automated population of disclosure-specific data in generated forms.

Chat Configuration Enhancements

  • The internal chat system now supports extended configuration options, giving administrators more control over chat behavior and availability within the Loan Editor.

Purchase Agreement Task Logic

  • The Purchase Agreement task creation logic is now dependent on the "Skip Rate Comparison" POS setting. When rate comparison is skipped, the Purchase Agreement task workflow adjusts accordingly.

POS Credit Report Optimization

  • When the "Skip Rate Comparison" setting is enabled, the Point of Sale application no longer waits for the credit report to complete before proceeding, resulting in a faster application experience for borrowers.

Sign Button on POS Dashboard

  • The "Sign" button now correctly appears on the POS Dashboard when a document has been generated but not yet signed, ensuring borrowers can easily access pending signatures.

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