We’re pleased to announce that the following enhancements are now available:
NEW All non-actual versions of initial disclosures are stored in category "RESPA Disclosures" in document type accordion list 'Preliminary Initial Disclosures'.
NEW Allowed the use of Application.TotalHouseholdAssets field in expressions
NEW Buyer's Agent, Listing Agent, and Seller have been incorporated into the expressions, enabling users to utilize this data within expressions for checklists.
NEW The checklist page UI was updated with a tree structure for improved navigation and usability. It is structured in the following levels:
1) Checklist level
2) Category checklist level
3) Parent checklist item level
4) Child checklist item levelNEW User is able to set up the visibility criteria for the category. Based on the configured conditions the category is displayed or hidden on the Loan Editor > Checklists tab.
NEW A visibility criteria field has been introduced for checklist items. This allows checklist items to be displayed or hidden in the loan editor based on the configured visibility criteria within the checklist category.
NEW Now, at the expressions level, support for MAX_BY and MIN_BY functions has been introduced. These functions enable the retrieval of the maximum or minimum value from a list, depending on the specified condition within the expression.
NEW Soft deletion for tags has been implemented. This means that when a tag is removed from the system, it will stay assigned to the loan until the user deletes it from the loan. This functionality ensures that important information is preserved and not lost during the tag deletion process.
NEW The updated borrower's contract has the details applied to the correspondent loan.
NEW [Telephony CE][Chats] Internal Chats tab added to Call Extension
NEW [CRM][Calls] Names at call activity block are now in correct format
NEW [CRM][Calls] Call outcome dropdown added to Call activity block
NEW [CE][Internal Chats] Internal chat names are now shown in readable format
NEW [CE][Internal Chats] User notification shown in Chrome Extension when mentioned in Internal Chat
NEW Admin -> Loans -> Loan -> Conditions. Condition is allowed to sign off only after the task is approved or canceled.
NEW Expanding button for the expression field was added.