Version 1.49 is scheduled to be released between 2:00am EST and 5:00am EST on January 15th, 2021.
Upload document from loan list
We have added the ability for users to upload documents to the loan file directly from the loan pipeline.
File Attachments in Emails
We have added the ability for users to attached files to emails being sent from the platform.
Reorder Closed and Funded Dates
In various locations throughout the platform, the Funded Date will now come after the Closed Date.
Edit Client Needs
Users may now edit the title and description of a Client Need after creation.
Display Down Payment on Fees Worksheet and Quotes
We have added the Down Payment amount to the Initial Fees Worksheet and Quotes PDFs for purchase scenarios.
Display mortgage type "Conventional" for HP/HR Products on Quotes
The display name for Home Possible and Home Ready loan products has been updated to "Conventional" on IFWs and Quotes.
Purchase Price & LTV Improvements for Quick Quotes
We have added controls to Copy the Purchase Price to the Appraised Value field and a way to lock down the LTV, so that other values change when varying the scenario.
Dashboard Rates Refresh
We have fixed an issue where the interest rates on the pipeline dashboard would not refresh after the user updates their default pricing template.
Prepaid Interest and Amortization Recalculation for Manual Lenders
We have fixed an issue where the prepaid interest and amortization schedule would not recalculate for manual lender loan products.
Service Unavailable Error when Changing LOS/POS URL
We have fixed an issue where the system would unintentionally log out when an admin would change the subdomain option for company LOS and POS URLs.
Handle Default Value for "Appraised value" in PPE
We have fixed an issue where the appraised value was not being set for quick price scenarios.
Handle Default Value for Calculation Type on Housing Expense
We have fixed an issue where a default value was not being set for various Housing Expense calculations.
Rate Alerts: Target Rate Issue
We have fixed an issue with the Rate Alerts feature where alerts would trigger for rates that were worse than the target.
Calculated Rate Change for Manual Lenders
We have fixed an issue where the principal and interest would not update if a manual lender was applied to a loan file and then later deleted from the lender settings.
Compensation List Refresh Does Not Refresh
We have fixed an issue where the compensation list in lender settings would not refresh after adding a new compensation record.
Manual Lender Interest-Only Product Issues
We have resolved an issue where Interest-Only products for manual lenders were not displaying correctly in the pricing results.
DTI Calculation for Refi 1 Unit Primary Residence
We have fixed an issue when calculating DTI for a 1-unit primary residence in a refinance scenario.