We’re pleased to announce that the following features and enhancements are now available:
NEW [LE Documents] View extraction fields:
The user will be able to review the extracted data via clicking 'View extraction fields' button on LE > Documents screen
NEW Add custom font size, font, and font color to dynamic fields:
Added custom font size, font list, and font colors fields to dynamic fields for the Forms
NEW View loan fees history:
Adding option to view the history of all fees of the loan, including manual changes with the fees
NEW [Dynamic container] Data retention on page refresh:
When user refreshes Document Data page all entered data remains in place
NEW [Conditions] Use Sign off group instead of Loan Role:
Replaced Role to Sign off group for Condition
NEW [Sign Off Groups] Create Sign Off Groups page:
Created page and claim for Sign Off groups
NEW [Lock Info] Override Lock Extension:
Ability to specify custom lock extension adjustment and override maximum extension period for a loan
NEW [Sign Off Groups] Add role to Sign Off group:
Added creation Sign Off group element
NEW [Sign Off Groups] Create Sign Off group element:
Added functionality for element in Sign Off group
NEW [Pricing] Import APOR data:
Implementation of the import of APOR Yield Tables (Fixed and Adjustable) into Pricing storage
NEW [Channel] CRUD Float Down Settings:
Added float down settings to the Channel screen
NEW Pre-Approval widget - update widget functionality (full list of all pre-approval letters, edit functionality):
Pre-Approval widget is updated to display the whole list of all generated pre-approval letters as well as any letter can be edited to create a new pre-approval letter.
NEW Pre-Approval widget - upload contract functionality:
Borrowers are now able to upload Purchase Agreement via Pre-Approval widget
NEW [Pricing] Create AMI API:
Creation the storage and API for Area Median Income (AMI) values in Pricing Microservice
NEW [Loan Editor] Tasks behavior for rejected document extractions:
When the document is rejected during document extraction process, the system moves the task associated with the rejected document from 'Ops To Review' to 'Rejected' status. The reject reason for the task is added automatically from Document Data screen
NEW [BE] 'New' word is added to the field name inside dynamic container:
The 'New' word won't be added to the inner field names when adding field types inside dynamic container
NEW [LE Declarations] Home counseling information:
Added Counseling HomePossible info to Loan Editor - Declarations tab
NEW [Forms] To enable scrolling for the whole document not for a single page for Form Preview:
Option so scroll through the whole document within Form Preview and Form Generation
NEW [Lock Info] Disable Edit button if lock expiration date is in past:
Disabled editing functionality for Lock Info if lock expiration date is passed
NEW [Pipelines] Add user criteria to expressions:
The expressions will allow to define visibility of loans within pipelines for various loan roles
NEW FRC: auto submit applications without available programs:
Application will be auto submitted in case of 10 minutes inactivity if there is no eligible options on Final Rate Comparison
NEW Number of Units - Multi Unit Property PreQual Follow Up Question:
Users should specify the number of units for Multi-Unit property to get more accurate loan options while completing Pre-Qualification.
NEW [UI/UX] Enhancements in showing roles in a User's profile shortcut:
Some UI/UX updates to a User's profile shortcut
NEW [Address] Set and disable Country:
Set Country = USA for USA addresses
NEW Trigger loan role unassignment when property state is changed
NEW Remove Worked with borrower checkbox for loan role unassignment
NEW Make Lock Extensions with 3 decimals both on UI and db:
Rounded lock extensions to 3 decimal places after the dot on both UI and database level
NEW [Security] Disallow to switch current step to previous ones by sidebar: