We’re pleased to announce that the following features and enhancements are now available:
NEW [Loan Roles] Added manual assignment/un-assignment of users to/from loan roles for a loan.
NEW [LE Conditions] In Conditions for different Task types sets required data in the modal window is set
NEW [SLA Group] Admin -> Underwriting -> Conditions. If a condition has a task associated the first level starts when a user uploads a document into a task
NEW [Task assignment] Fields for creating tasks for Large Deposit were added to Expressions: DateCreditReportInquiry, DateCreditReportGeneration, CompanyMadeInquiry, CompanyMadeInquiryType. Expressions for creating an auto task for Credit Inquires are written down
NEW [Task Assignment] Fields for creating tasks for Large Deposit were added to Expressions: Verified by Finicity, Deposit Amount, Payroll, Date of the Deposit. Expressions for creating auto task for Deposits are written down
NEW [SLA Group] System resets SLA for a condition on a loan when a task associated with a condition is rejected
NEW [SLA Group] A single type of SLA Group is set. (Multiple already works as SLA Groups works always). For Single type System finds the person least occupied from level - with the least conditions; if this person was used previously at any SLA level for this particular condition, it takes next least occupied
NEW Now the levels of SLA groups are displayed in task details with start date and time, potential and actual users
NEW SLA Group now can be assigned for a condition
NEW Now tasks to SLA groups are scheduled according to SLA start date
NEW [Conditions] Dynamic Fields are removed from Conditions
NEW [LE Conditions] In Conditions for different Task types sets required data in the modal window is set
NEW [Pipelines] Conditions are added to the Pipeline Expression level and loans are filtered accordingly
NEW [Condition Task] Loans -> LE Condition. For each Condition that has attached Tasks added a dropdown with these Tasks and with a click on Task Task Edit Modal Window appears
NEW [Tag] Conditions are added to the Tag Expression level
NEW [UX] Now the latest updated active application is a default application
NEW Now the tasks badge is displayed with count of incomplete task for every application
NEW [UX] Now Fees explanation are visible on RC or FRC
NEW [SLA Group] Admin -> Loans -> Conditions -> SLA Group Info Modal Window. Single/Multiple Type Column added, so now it's ordered for each level in the table view
NEW [SLA Groups] Admin -> Underwriting -> SLA Groups -> Create SLA Group -> Single. A Possibility to choose Multiple/Single logic was removed for the SLA level with the User assigned
NEW Now users can close unassigned forms after uploading them to be able to come back later to them to edit and assign
NEW [AUS] Added AUS Type manual switch between DU and LP
NEW Now an Admin user can add forms to tasks via task assignment criteria so that tasks for task type 'Form' have an attached form for the borrower to complete
NEW [MI Coverage Percentage] Added a possibility to set rules for defining MI Coverage Percentage. Admin user can write expressions and values based on loan criteria
NEW [SLA Groups] Admin -> Underwritting -> SLA Groups. For cases when the user included in the SLA group was deleted his name is highlighted in red and labeled (Deleted)
NEW [Conditions] Admin -> Underwriting -> Conditions -> Add/Edit Condition Modal Window. Radio button 'SLA Group/Borrower' was removed for task type associated with a condition since it should be on a task type level
NEW [SLA Group] Admin -> Loans -> Loan -> Conditions -> SLA Group Info Modal Window:
- Added 'Potential Users' column which shows a list of Users from which the System chose an assignee and added Time to SLA Start Date. Order of columns set as: SLA Level, SLA (Hours), Potential Users, Users to complete, Type, Sla start date/time
- The Single SLA logic now looks for the least occupied User in the scope of all Company's Conditions, not just one LoanNEW [Conditions] Admin -> Loans -> Loan -> Conditions. Tasks statuses are synchronized with the Tasks tab
NEW [Conditions] Admin -> Underwriting -> Conditions -> Add Condition Modal Window. The field 'Entity' is renamed according to the type of Entity and prefilled in cases where there is only 1 item to choose