Version 1.40 is scheduled to be released between 2:00am EDT and 5:00am EDT on September 9th, 2020.
TABLE OF CONTENTS
- New Features
- Minor Features and Bug Fixes
Pipeline Reports - Phase 1
Please let us know what you think about this new feature. We hope to use that feedback for improvements in future phases. Send feedback to firstname.lastname@example.org
Title and HOI Order Emails
We have added the ability to send out emails to the Title and HOI agents associated with loan files. This functionality is available on the Loan Center page after the loan has been submitted to a lender.
The templates for these emails are available with the Email Templates settings to company admins.
Additionally for manual lenders, company admins may default the mortgagee clauses from Company Settings > Lenders:
Integrated system lenders' mortgagee clauses are defaulted automatically. Please reach out to email@example.com if you notice any discrepancies.
Savable Pipeline Filters
We have added the ability for users to create and save pipeline filters for easily toggling between different views. This functionality is available from the loan pipeline view in the upper left corner. Users may click on the pipeline view drop-down and select from an option of predefined filters or from their own custom filters.
Users may create new filters by clicking on the Create New Custom Filter link within the drop-down. A fly-out will appear where the user may select their desired filters and name their custom filter.
Let us know whether there are any filter options which currently are not available by sending feedback to firstname.lastname@example.org.
Editable Points on Review Fees Page
We have added the option for users to edit the final points on the loan file from the Review Fees page. There is a new button within the Origination Charges section which is labeled Rate Points. When clicking on this button a pop-up will appear where the user may enter the updated points.
New Display Information in PPE Results
We have added the full PITI and cash to close amounts in the pricing engine results. The PITI amount is located under the Monthly Amount column and the cash to close is available in the expanded closing cost details.
Additional Questions in POS
Minor Features and Bug Fixes
Remove Dependency on Loan Amount and Property Value in Config
Previously, admins would be unable to collect the Loan Amount and not the Property value via the POS Config. We have removed this dependency and updated the POS UI.
Collect Months in Line of Work
We have added the months component for time in line of work to the POS.
Different Logos for Branches
Branch Admins may now update the branch settings to add alternative logos and names for branding purposes in the POS and communications with borrowers.
LO Landing Page
We have added the loan officer's information to the POS login and signup pages.
Handling VA Loans
We have fixed an issue where military borrower applications were not being updated to type VA.
Previous Borrower Address Missing on Printed 1003
We fixed an issue where borrowers' previous address was not mapping to the printed 1003 form.
Notes on Ordered Services in Loan Center
We have added the capability to add notes to the various services within Loan Center.
Borrower Reminders Enhancements
We have improved the borrower reminders which were introduced in release v1.35. The enhancements include:
- The emails will be sent out at 11:00 am ET on weekdays instead of later in the evening
- The emails may be disabled on a per loan bases, which is available towards the bottom of the Setup Options page
Preserve the Property Tax Amount
We have fixed an issue where the property tax amount entered in the loan file was not preserving in the pricing engine.
Additional Field Tags in Email Templates
Settings available to individual LO
In release v1.35, we added functionality to customize the Pre-Approval Letter. There was an discrepancy in the experience when generating the pre-approval letter within the pricing engine. We have aligned the user's experience with this release.
DTI Warning for Pre-Approval
Previously, users would not be able to generate a pre-approval letter from the pricing engine if the DTI was too high. Since not every product follows the same guidelines, this would prevent a valid pre-approval letter from being generate. We have updated the functionality to instead warn the user when the DTI exceeds the vanilla maximum DTI.
Cash to Close Calculation on IFW
We have fixed an issue where the cash to close calculation was inaccurate after adjusting some values.
Disallow Duplicate Fees
We have fixed an issue to not allow duplicate fees in PPE Fees Worksheet.