We’re pleased to announce that the following features and enhancements are now available:
NEW [Dynamic fields] Add displaying % settings:
Improved settings for displaying % for dynamic fields. For changing in previously added fields need to add them in a new way
NEW [Pending changes] Consider Loan Originator changes in pending changes
NEW [Dynamic fields] Dynamic fields for Lock confirmation bundle:
Created Dynamic fields for Lock confirmation bundle
NEW [Enhancement] Pre-Qualification: Current Mortgage step - Add 'Home is paid off' Checkbox
NEW [Loan Pipelines] CRUD Operations and claims:
Introducing an option to manage a new entity Pipelines (crud operation and claims) that will be used for additional filtering of the loans
NEW [AUS] Option to set Run AUS attribute for a program:
Adding an attribute for programs for identifying if AUS should be run for the loans with the selected program.
NEW [AUS] Apply AUS logic for the programs with enabled 'Run AUS' attribute:
Implementing the logic for identifying if AUS should be run for the loans with the selected program based on the Run AUS attribute of the program.
NEW [Lock Info] Option to mark custom adjustments type as 'Deleted':
Added logic for marking as 'Deleted' custom adjustments even if they are being used by any loans. Deleted custom adjustment types will couldn't be added into future loan calculations.
NEW [Lock Info] Use custom adjustments snapshots in calculations (Loan editor part):
Added logic for using custom adjustments (deleted on a global level) in existing calculations
NEW [Personal Info] Allow using several alternate names:
Option to provide several alternate names for borrowers.
NEW [Loans] Option to clear all filters at once for Loans/Documents pages:
Option to quickly clear filter selection for Loans/Documents pages.
NEW [Tasks] Improve task type removal:
Remove link between task type and task assignment criteria
NEW Adding 'EMAILED' date indication for disclosures for Form Delivery/Consent tab:
Adding option to view in Form Delivery tab actual time when Initial Disclosure was sent to a borrower plus a few UI changes on a Form Delivery tab
NEW [Personal info] Reduce marital status enum:
Reduced Marital status options
NEW [Forms] Hide Show History options for Forms/Form Bundles:
Hiding Show History buttons on UI for Forms/Form Bundles until implementing proper solution
NEW [TBD flow] Do not allow to edit subject property address until purchase contract doc exists
NEW [Dynamic fields] Update test data:
Added stub data to dynamic fields: Down payment, Skynet loan number
NEW [AUS] Do not trigger AUS runs when a loan misses credit score and/or there is no Credit report:
Preventing AUS runs when there is no credit score or credit report is frozen for any borrower
NEW [Credit report] Always display associate button:
Associate Credit report always available for user
NEW [TBD flow] Change check for task status to doc exists:
Changed condition of checking for Purchase Agreement task status to Purchase Agreement document existence for loans with TBD Bundle Issued status
NEW Consider MakingOfferOrSigningPurchaseContract as TBD