We’re pleased to announce that the following new features are now available:
NEW Implemented additional types (representation views) of Pipelines besides Loans view:
Conditions view, with ability to view/sign off conditions
Tasks view, with ability to view/complete tasks
The respective type can be selected on pipeline definition screen (System -> Pipelines screen).
NEW Admin -> Loans -> Loan -> Conditions -> Add
Fields Condition, Condition Number, Task Type, and Assignee was added.
A possibility to delete a condition from the condition fields list was added.
A Borrower Facing Condition text box was added.
We have also introduced several enchancements:
NEW [Conditions] Admin -> Loans -> Loan -> Conditions
For Tasks assigned on Condition with SLA Group Assignee Type SLA Group Info Modal Win was added.NEW [Form Bundles] The tooltip showing the full name was added for Form Bundles menu item
NEW [Expressions] Added condition Prior To field to the expression level to be able to set up pipelines and tag assignment criteria based on this value.
NEW [Pre-Approval Widget] Now the user is able to to increase max Approved Purchase Price while editing pre-approval letter, so that they don't need to close the modal and trigger Need More functionality.
NEW [Purchase Agreement Task] Now a user I can update Property Type and Number of Units when uploading purchase agreement which gives the possibility to update real data on their application
NEW [CRM][Emails] Email activity block now shows whether an Email was Sent or Received. User can now check when it was replied
NEW [CRM][Emails] Leads with missing email addresses aren't showing inconsistent New Email content