We’re pleased to announce that the following features and enhancements are now available:
NEW [LE Lock Info] Extend Lock adjustment logic and calculation:
Controlled by LoanLockExtensions-FT
NEW [LE Property] Check license when state is changed:
Implementing an LO assignment if subject property state is changed so that the loan is up-to-date
NEW [Resend bundle] Check if there is a delayed process before sending disclosure:
Add checking is there delayed process of sending disclosure when user clicks Resend bundle action before send disclosure
NEW Pre-Qualification: welcome modal for Leads:
Welcome modal for customers came from different lead sources is added
NEW Data extraction and comparison logic for dynamic containers:
Document extractors will be able to add multiple rows into the dynamic container and fill in these rows with extracted data in a different sequence on Document Data screen.
The system will not treat the different sequence of field types inside one dynamic container as extraction mismatch when the document type passes the review of two users
NEW [Loan Roles] Loan role assignment rules V1:
Creating Loan Roles assignment engine
NEW Add 'Are you a first time home buyer?' Question In Pre-Qualification Flow
NEW [LE Subject Property] Save and show AMI for a zip code:
Saving and showing AMI for a zip code for subject property address
NEW [Loan Role Assignment Rule] Worked with borrower and less occupied option V1:
Applying the logic for assigning to a Loan role a user who previously worked with the borrower
NEW [Loan Roles] Disable multiple capacity V1:
Setting the logic for assigning only a single user for a loan role to a loan for "Loan roles" version 1 release
NEW [Loan role assignment rule] Add two tabs separately for Assign and Unassign:
Creating separate tabs for Assign and Unassign options for Loan role assignment rules for better user experience
NEW [Loan Roles] Loan role un-assignment rules V1:
Creating an engine for un-assigning users from loan roles for a loan based on the expression rules
NEW [Loan Roles] Adding new Expression Data:
Adding new options for setting expression rules for Loan Roles assignment
NEW [Conditions] Implement drag&drop functionality for the list:
Implemented drag and drop for Condition list
NEW [Conditions] UI enhancements:
Removed Sort order and disabled Number for Condition
NEW Application: Assets - add new question related to Gift option:
Added new property for the Gift option as an asset
NEW [UI][Tabs] Save tab when refresh the page:
Stay on the tab where user refreshes the page
NEW [Document Data] Provide ability to reject document extraction:
The document extractor will be able to reject document after having provided the reject reason on Document Data screen. Once rejected the document will be excluded from document extraction queue and no longer displayed to other extractors
NEW [Conditions] Add confirmation for condition removing:
Added information about assigned condition to the rule so that I will check it before removing condition
NEW [Pricing Workbench] Enhancements in Pricing Workbench for supporting TBD loan functionality:
Adding functionality that allows using Pricing workbench for verifying TBD loans
NEW Update Zero Website Title:
Website title was updated to ZeroMortgage | Low Rates Zero Fees* Zero Hassles
NEW CRUD Tag assignment rule:
Implemented CRUD operations on a tag assignment rule to manage assigning/un-assigning a specific tag to/from a loan in future
NEW [LE Documents] Make 'Rejected' placeholder visible on the screen:
The new 'Rejected' placeholder was added on LE > Documents screen. All documents that are rejected for the loan during data extraction process will be placed under this placeholder. So that the LO could review the documents rejected during data extraction process and request the new ones from the borrower
NEW [LE Documents] History of rejects:
The user will be able to review the history of rejects including reject reason for the selected document on LE > Documents screen when opening 'Show history'
NEW [Logic Improvement] Moving document types from Inactive category:
When moving document type from 'Inactive' to any other active category with enabled 'Exclude from data extraction flag', the document type won't appear at that active category but immediately will be moved to 'Excluded form data extraction' category
NEW [Address] Google map integration:
Added Google map integration to Address, Property, REO, Income
NEW [Loan Role Assignment Rule] Improving "Worked with borrower" option by considering for a User working as a Loan Officer with a Borrower :