We’re pleased to announce that the following new features are now available:
NEW CD - Fee providers:
In Skynet under System > Disclosure Fees > Fee Provider, the user with the appropriate permission is able to add a fee provider in a pre-assigned category that can later be assigned to a fee in the Fees Tab
In Skynet under the Loan Editor > Fees tab, the user is able to add a Fee Provider to a fee
This functionality will be used when the rest of the CD functionality is completed
NEW When an underwriter approves a loan, an email with a conditional approval will be sent to the borrower
NEW Added ability to calculate a cure and assign a cure type to a fee type
NEW The loan fees estimate button was added to the leads tab. Users can now view an estimate of fees for a specific loan scenario. (Fees are calculated at par.)
NEW If a user is not assigned to an SLA Group loan role level, the SLA assignment for Conditions/SLA tasks will be rerun until a user is assigned
We have also introduced several enchancements:
NEW [Conditions] Admin -> Loans -> Loan. Notification about saving conditions was added. Message - "Condition(s) successfully added."
NEW [Conditions] Admin -> Loans -> Loan -> Conditions. Amount of open Conditions is shown in each section
NEW [Document Extraction Field Mapping] List loan fields have the structure and view the same as dynamic fields. Also the required extraction fields show '*' to indicate that they are required
NEW [Highlight Pending Changes] The pending changes are visible at Personal/credit info, Income and Employment, Assests, Underwriting, Address tabs
NEW [Escrow Requirements] When escrow is optional as per Escrow Engine Calculations, we remember the user's selection and do not override to optional 'Yes' during the next escrow engine run
NEW [Pricing] Added snapshots to the Loan Limits
NEW [Admin panel] The date in the Logs (columns "OLD" and "NEW") are shown in User time zone
NEW [Alphabetical order] Security Groups on the Security Groups page are sorted in alphabetical order
NEW [Alphabetical order] Task Assignment Criteria on the Task Assignment Criteria page are sorted in alphabetical order
NEW [Alphabetical order] Categories on the Task Categories page are sorted in alphabetical order
NEW [Property] Admin -> Loans -> Loan -> Property/REO. When the Net Rent field is empty 'Rent Calculated Based on' is hidden
NEW A Skynet user can input Underwriting notes via the loan action by configuring "Loan Editor Fields" action with "UnderwritingManualNotes" field value in the system. These notes are visible under the "Underwriting" tab > General > Notes. The Underwriting notes field allows multiline format
NEW Internal (SLA) tasks no longer need approval or rejection (Ops to Review tab); they directly transition to the "Approved" state
NEW Admin Panel user, impersonated as borrower, is not able to sign documents in POS
NEW Now the borrowers names are spelled correctly if borrowers have double names, e.g. Name Surname-Surname
NEW [CRM][Emails] Update UI of Contacts blocks, allowing to start activity by clicking
NEW [Lead] Lead can be created in test mode, checkbox "Test Lead" added