We’re pleased to announce that the following features and enhancements are now available:
NEW [Company] [Bundle] Send Lock confirmation bundle:
Created new bundle Lock confirmation bundle and sending logic for it
NEW [Loan Pipelines] Loan Pipelines View:
Introducing a Loan Pipelines view where user could use a predefined filter based on the certain expression rules to get the appropriate loans.
NEW [Loan editor] Add delaying for sending disclosure and tasks (phase 2 lock loan):
Added the ability to postpone sending Initial disclosure and creating automatic tasks for 48 hours in Skynet
NEW [Loan editor] Add modal window for starting delayed process of sending bundle:
Added the ability to start postponed sending disclosure and creating automatic tasks or not after saving changes
NEW [AUS] Option to view historical AUS results:
Option to view the AUS findings with all the historical results for a loan
NEW [Enhancement] Application: Residence and Income steps: Add AE, AA, and AP to State:
States to specify Residence and Employer address within US military areas, new values to States drop down were added
NEW [Pipelines] To add filtering by fields to Loan Pipelines view:
Adding filtering by fields to Loan Pipeline view
NEW [Document Types] 'Exclude from data extraction' flag logic :
By enabling 'Exclude from data extraction' flag, the user will be able to remove the document type from document assignment queue and will be added into 'Excluded from data extraction' category, so that the reviewer won't see it till the flag is disabled
NEW [Document Data] Filter documents for extraction queue:
The new logic was implemented to not pick the document types up into the extraction queue if they have no extraction fields or 'Exclude from data extraction' flag is enabled
NEW Add auto refresh if no any docs in a queue:
Document data page is refreshed automatically every 30 seconds. Once new document is assigned into the queue, the page will refresh automatically and the reviewer will see the document for review without manual refresh of the page
NEW [First iteration] Pipeline expression rules
NEW [Category Manager] Add new 'Excluded from data extraction' category:
'Excluded from data extraction' category was added so that the user could remove the document type from the queue till all extraction fields are configured for the selected document type
NEW [Apply/TBD] Allow to edit Pre-approval widget until Purchase Agreement document is uploaded:
Logic of availability of Edit button on Pre-Approval Letter widget was changed: now Edit button is available till the Purchase Agreement document is uploaded to the system and Subject Property address updated
NEW [Asset] Add to the gift closing information:
Added to Gift info about "When gift funds will be provided?". In case of "At closing" gift is added to the Other credits calculations
NEW Enhancement] Require Enough Assets for Purchase Applicants (to match cash to close)
NEW [LE] Fees Tab:
Added CRUD operation for loan fees: to add, edit, and delete fee on the Loan Editor Fees tab
NEW Loan Fees calculation:
Added Loan Fees calculation logic: not to override manually added/edited/deleted to/from a loan fees upon new fee requests to keep fees calculation individual for each loan
NEW [Tasks] [Dynamic fields] Improvements for Asset dynamic fields:
Changed dynamic field format for tasks assets dynamic fields
NEW [Security] Don't Show Error Message When Email Address Not On File:
Error message was removed while requesting confirmation code via email. Successful message 'If there is a mortgage application associated with that email address [email address], a verification link has been sent.'
NEW [Loan Editor] Automatically assign liabilities, tasks, assets, etc. to a borrower if he/she is the only borrower in the loan:
Automatically assigning liabilities, tasks, assets, etc. to a borrower on manual adding if he/she is the only borrower in the loan.
NEW [UX/UI] Adjusting the flow of paid off mortgage:
Some UX changes were implemented to avoid confusions regarding paid off mortgage
NEW [Lead Source] Ability to upload a logo to a Lead Source:
Added possibility to upload a logo to a Lead Source
NEW [LockInfo] Display Lock Expiration Date:
Added displaying Lock Expiration Date on Lock info tab in Loan Editor
NEW [Calculations] Change Cash to close calculation when gift is provided:
Gift 'at closing' subtracted from Cash to close
NEW [AUS] Save errors from Fannie/Freddie:
Converted all responses to doc and set IsError=true in case of error from AUS
NEW Income type should be combined in MISMO