We’re pleased to announce that the following features and enhancements are now available:
NEW [CRM][Emails] Added ability to attach files while sending email from CRM. All attachments are shown in email activities with possibility to download
NEW [CRM][Emails] Added email interactions: CC, BCC
NEW [Document Fields Types] The new drop-down field types have been created for document extraction
NEW [Category Manager] The new drop-down field types can be configured as extraction fields for further usage on Document Data screen
NEW [Broker Company] Hidden the whole Programs section for Broker companies as they will receive pricing from Optimal Blue
NEW Liabilities associated with the property are automatically marked as "Exclude Payment", when the Property Status is "Sold"
NEW [Loan Editor Actions] Now the user has an option to search Loan Editor Actions by name on the page Loan Editor Actions
NEW [LOS] There is a new drop-down called DocMagic Plan Code on the program. It contains next values: DSI_CONV (default one); CONVNB; 6MOLIB
NEW [Cures] Added a functionality about Cures. Cure is a difference between undisclosed and disclosed fee which lender must cover. Undisclosed fee is add through "Edit" on fee tab. Disclosed fee is add through "Create FEE CIC" on Fee tab
NEW [Fee Providers] A new claim 'Fee Provider' was added. It contains such options:
View - checkbox, if checked - user able to see Fee Providers page
Manage - user is able to add/remove/edit new providers
NEW [Fee Providers] Added Fee Providers Page under Admin -> System -> Disclosures Fees -> Fee Providers. Page is created with a 2-leveled tree structure. It contains several fields which can be edited within one comfortable tool
NEW [Cures] There is a small window on hover with details about Cures. User can see every cure from total cures with the tolerance type each fee
NEW [Negative Points] The negative points from the loan option is a fee "Lender Credits". User can see it on admin side in the fee list
NEW [Conditions] Condition SLA and Condition Modal Window Enchansements under Admin -> Underwriting -> Conditions -> Add/Edit Condition Modal Window.
Now a list of Users for the Potential Column is taken at the moment when the Condition is created. The Potential Users Column contains Users from Users to Complete Column. Now if Users from Users to Complete were deleted SLA Level doesn't inactivate
NEW [Loan Editor Actions] Now the admin user is able to delete custom loan editor actions
NEW [Fee Providers] Fee Provider Type Field was added under Admin -> System -> Disclosure Fees -> Automated Fees -> Add Fee Type Modal Window. For already existing Fee ProviderTypes FeeProviderCategoryId = F62DB9B8-FB5E-42D8-BF18-CC2E76B5BAD2 was set
NEW [Property] A possibility to specify Listing Agent and Seller Adress is added under Admin -> Loans -> Loan -> Property -> Seller Agent Edit -> Add Seller
NEW [Form 1008][Dynamic fields] The new dynamic fields with application/loan data sourvce have been added for 1008 form
NEW [Condition] Read-only fields are hidden under the hover button at Admin -> Loans -> Loan -> Conditions -> Add Condition Modal Window
NEW [SLA tasks] Now in manual tasks, the label for entity assignment type is named according to the selected entity assignment type on task category