We’re pleased to announce that the following new features are now available:
NEW Added New Email Functionality:
Compose emails with the option to include CC and BCC recipients
Read, reply to, and forward emails effortlessly
Attach files to email messages with the ability to download them
Intelligent recipient suggestions for application-related addresses
Access and read existing messages from internal Gmail domain mailboxes
Established connection between Applications and Emails retrieved from internal mailboxes
Support for rich text formatting in both incoming and outgoing emails
Supporting the Skynet dark theme
Viewing emails in threaded conversations
NEW Reworked lead processing logic as follows:
Introducing the "Lead" Tab in Loan Editor - Gain the capability to view and edit lead details directly from the Loan Editor interface
Opening Leads without Associated Loans - With this update, it is now possible to open leads if they are not yet associated with a loan
New Application Status: "Lead" on Loan Pipelines - Introducing a new application status called "Lead" on the Loan Pipelines page
NEW Added ability to set up Loan Editor Actions - dynamic rules of when and whom we can show buttons to make an action towards a loan. For example, the actions (buttons) can be:
Approve Loan
Suspend Loan
Deny Loan
Withdraw Loan
Close For Incompleteness, etc
Loan Editor Actions functionality allows to configure what action should happen after a button click:
Add/Remove Tag
Set defined Application Value
Ask for a Loan Editor field to provide upon button click
NEW Added a dynamic way to set up denial reasons and their parameters to define why a loan may be denied on System -> Denial Reasons screen. Those reasons can be selected as well as manually created for loan denial. In terms of this feature, implemented necessary dynamic fields (Denial Reasons and Due to credit checkbox) for 'Statement of credit denial, Termination or change' form
We have also introduced several enchancements:
NEW [LE][Documents] The tool tip displaying the full name when hovering the form, document, document type, category was added "Edit" on fee tab. Disclosed fee is add through "Create FEE CIC" on Fee tab
NEW [LE][Documents] The categories can be expanded and collapsed by clicking Expand/Collapse button
NEW [LE][Documents] Document types and categories show the timestamp of the most recent document uploaded
NEW [Appraisal fee] New task type Pay for Appraisal is added to POS dashboard
NEW [Users] Added Job Title field to User profile
NEW The Cyrillic characters won't be allowed for usage at input fields
NEW Round total adjustments (dynamic field) to 3 decimal points
NEW [Local CIC] There is a new section CIC Fee Reason in the local company: CIC Fee Reasons (Disclosure Fees-> CIC Fee Reasons). It can have a unique name on local-global levels and it can have not unique name on the local-local level. The local CIC Fee Reasons can be added only on loans of current company
NEW [Local CIC] User can add the custom fee to the CIC Fee Reason. The user on the local level can add only custom CIC Fee Reason, but he can add in it automated fees and custom fees as well
NEW [MI] The symbol "%" is mentioned in the name of field