We’re pleased to announce that the following new features are now available:
NEW The following Lead Application enhancements are implemented:
Leads display 'Lead' status
Now Logs are available for Lead applications on UI
Loan Roles are now available for Lead applications: manual assignment/un-assignment and history
Lead application can be marked as Test application
Tags are now available for Lead applications: manual assignment/un-assignment and history
Pending changes are now available for Lead applications
Notification emails for a Lead application with unsaved changes are now sent to originating User
NEW Users with access to the Fees tab in the Loan Editor will now have enhanced functionalities on the second page of the Closing Disclosure (CD). This includes the ability to specify the payer of each fee - whether it's the Borrower, Seller, or Other, as well as indicating the timing of each fee payment, detailing if it has been paid before the closing or is scheduled to be paid at closing
NEW Now Automated Actions and Loan Editor Actions (Set Application Value action type) allow to set a field value to a specific field value. For example, now we can set MCR date to Loan Application date
NEW The logic of Manager of Loan Role SLA level is changed to a Manager of previous SLA level so that the SLA is to be escalated to the manager of the person that was working on the SLA task/condition
We have also introduced several enchancements:
NEW [Forms] Admin -> Forms -> Form Bundle -> Add Form Bundle. An expression for including the form in form bundles if LO and the realtor are the same person is formed.
(AND(User.IsLoanOfficer == true, User.IsRealtor == true)NEW [Pre-approval] For loans in TBD bundle issued status (Searching for shopping around) the 'Year Built' field in the admin panel are not required
NEW [Fees tab] Added the checkbox named 'net' towards each loan fee. The "Net"-checkbox is optional and unchecked by default
NEW [Pipelines] Admin -> Loan Pipelines. Pipeline ID was added in the Page URL
NEW [REO] Admin -> Loans -> Loan -> REO. In calculations of Monthly Total Mortgage, Insurance, and Taxes were added
NEW [LE] A sorting option to sort task by its task type "Internal" and "Borrower" has been added to the tasks tab on the loan editor
NEW [Emails][Snippet] Company branding is now applied to Pricing Snippets
NEW [Dashboard][Explo] Analytics Dashboard tab added to Security Group settings page, allowing to customize data available on Welcome page