MAJOR FEATURES
Leads: Provided support for adding custom Lead sources. (HOT-20940)
- In Lead Management under Company Settings, we have provided the Company Admin with options to add, edit, delete, and disable the 'Lead Source' tag.
- By default, active lead sources will be visible. An Inactive filter option is available, allowing users to view all inactive tags when enabled.
- An option labeled “Show in POS” is available in front of Lead Source tags, indicating that the tag will be visible in the “How did you hear about us?” dropdown when a borrower submits a loan application.
- These added tags will behave dynamically, if they are active they will be shown in loans or leads.
- We have also provided an option for Lead Source in Pipeline Reports.
- Filters for Lead Source have been added under lead and loan pipelines, enabling users to easily filter loans and leads associated with these tags even if tags are disabled under Lead Management in company settings.
- If any Lead Source tag is added to a loan or lead, the Company Admin will not be able to delete the tag; they can only disable it.
Leads: Provided support for adding custom Lead Provided By. (HOT-21140)
- In Lead Management under Company Settings, we have introduced options for the Company Admin to add, edit, delete, and disable the "Lead Provided By" tag.
- By default, active lead sources will be visible. An inactive filter option allows users to view all inactive tags once enabled.
- These tags will dynamically display in loans or leads if they are active.
- Additionally, the "Lead Provided By" option has been included in Pipeline and Revenue Reports.
- Filters for "Lead Provided By" have been added under lead and loan pipelines, allowing users to easily filter loans and leads associated with these tags even if tags are disabled under Lead Management in company settings.
- If any "Lead Provided By" tag is added to a loan or lead, the Company Admin will not be able to delete the tag; they can only disable it.
Added support for zip+4 digit code in subject property address. (HOT-20648)
Added support to display the 4-digit ZIP code extension for the subject property address. This feature is also enabled for Realtor, Lead and POS.
We will display the 4-digit ZIP code extension with a hyphen in the subject property address.
The 4-digit ZIP code will reflect in ARIVE documents.
Review Fee: Generate previews of Loan Estimates and Closing Disclosures. (HOT-19403)
We have introduced an option to preview the Loan Estimate and Closing Disclosure under Review Fees if the organization's Doc Magic credentials are configured. We send the fee data to Doc Magic and return a preview document based on that data.
The preview option will only be available at the bottom of Review Fees when certain conditions are met.
Loan Estimate: Only visible when the loan status is prior to "Approved with Conditions."
Closing Disclosure: Only visible when:
- "Estimated First Payment" date has a value.
- Loan Status is "Approved with Conditions" or later.
UWM: Provided support for updating Liability and REO. (HOT-21328)
Users are now provided with an option to Create, Update, or Delete Liability & REO entries based on the latest UWM MISMO update.