HOT-13347 - Capture Tax Transcript data for IVES-4506C Disclosure Form.
We added fields for capturing Tax Transcript data for IVES-4506C Disclosure Form.
- Tax Transcript forms can be added from the left panel. Disclosures → Tax Transcript
- Different types of tax transcripts can be added for the last 4 years for Borrowers and Businesses with different forms available
- The borrower has the option for a joint return and can add the name of their Spouse
- SSN and the current address is pre-populated from the Borrower info and Financial info section
- For the Business, the user can add the employer id and the previous address(Business name and current address is pre-populated)
- IVES form is generated in the Initial Disclosure for each transcript added
NOTE: We need to add IVES participant details in Company/Branch settings in order to generate correct transcripts.
HOT-13710 - Company/Branch Setting: Capture IVES Participant.
HOT-13447 - Add Tabs as Anchor Tags in Loan & Property under Loan Details similar to what we do in Borrower Info.
HOT-13710 - Disclosure Forms: Change the name of CALIBER lender to Newrez Wholesale.
HOT-13710 - Message option is showing up in the email preview for sending loan needs[Multiple borrowers]
Looking forward to hearing your feedback.