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v99.0 - 8/20/2024 Release Notes
v99.0 - 8/20/2024 Release Notes

v99.0 - Release Notes

Updated over a week ago

We’re pleased to announce that the following enhancements are now available:

  • MI/Funding Fee Checkbox: Added a checkbox titled "MI/Funding Fee" to the fee type. When selected, the fee will be added to the 'MIAndFundingFeeTotalAmount' field.

  • Include in Total Loan Amount Checkbox: Added a checkbox labeled 'Include in Total Loan Amount' to the fee type. If selected, the fee on the fee tab will be included in the Total Loan Amount.

  • UI/UX Updates:

    • Updated the default color theme to “White.”

    • Made the logo configurable.

    • Added favicon settings.

    • Replaced the preloader.

    • Standardized the Realtors' color scheme across all elements.

    • Enhanced UI/UX for Dashboard Pipeline and Login screens.

  • Template Companies UI: Improved the user interface for Template Companies.

  • Email Templates Preview: The preview results of Email Templates are now available in a modal window within the same browser tab.

  • Program Identifiers Configuration: Program Identifiers can now be configured via the "System">"Secondary Configuration">"Program Identifiers" page. Access to this page can be provided through the "ProgramIdentifiers" claim. Both "Global" and "Local" Program Identifiers are available, each with a Type, Name, Code, and Provider.

  • Timed Sequences of Automated Actions: Timed sequences now support chains of Actions of the same Action Type, allowing the creation of drip campaigns.

  • Form Bundles Generation: Form Bundles are now generated upon submission for all flows, except for Pre-Approval, where generation occurs after receiving AUS results.

  • Fannie Lender Field Control: The Fannie Lender field control is now positioned at the top of the "Lock Info" section on the "Loan Editor" > "Loan" page.

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