MAJOR FEATURES
New Lender Integration into ARIVE platform - ORION. (LENDER-8586)
- Added a new lender to the ARIVE platform: Orion. Orion provides a diverse portfolio of loan programs tailored to meet various business needs. In addition to conventional and government programs, they offer unique products with down payment assistance.
- Users can now process loans with Orion's product offerings, including Agency Products, Non-Agency/Jumbo, and Down Payment Assistance programs.
Email Notification: Added support for multiple templates for milestone-based notifications (HOT-19322)
- With the recent update, we have added support for multiple email templates for Loan Status and Email Tracker notifications. Users can now set up to a maximum of five email templates for each email configuration.
- Additionally, support has been added to send a separate email to each individual when multiple recipients are included in a template.
- Two new email templates, 'HOI Ordered' and 'HOI Received', have been added under Loan Trackers in the email configuration settings.
- Enhanced the reset feature by adding an option to reset all templates with a single click.
- When Twilio is not configured for the current user, the SMS template will be disabled. The user will not be able to make any updates, and the body of the SMS template will appear blurred to indicate that it is not editable.
Notes: Added support for email responses to notes. (HOT-26224)
We've introduced a new Email Listener Service that syncs email replies into our system when users respond to emails they receive regarding mentions in Loan/Lead notes.
At present, the service supports only plain text and emojis. Any images, links, or additional formatting in the reply will be discarded.
Non Del: Manage custom products for Manual Lender (HOT-25579)
- We have enabled the management of custom products for manual lenders in Non- Del organizations/branches under the Lenders section in Company Settings. When a user adds a manual lender, custom products are automatically added and categorized by mortgage type. Although users cannot add new custom products directly, they can edit, clone, and delete any added items as needed.
- Additionally, users can now mark products as active or inactive for a specific manual lender. Based on this setting, only active products will be displayed within the loan.
Note: If all custom products for a manual lender are disabled, the default standard products will be shown in pricing. In broker branches, no custom products will be displayed for manual lenders.
Non Del: Allow company admin to save Warehouse Bank name from funding revenue.(HOT-26374)
Introduced the 'Add Bank' feature for Owners, Company Admins, and Associate Admins on the Funding/Revenue screen. This feature allows users to add new warehouse bank rules directly from the Funding/Revenue screen, with the details automatically saved in Company Settings under Warehouse Bank Details.
Contract Processor: Allow loan assignment on deleting contract processor user. (HOT-26265)
Introduced an option to delete a Contract Processor (CP) user within a CP Organization by reassigning their active loans to another user within the same CP Org.
Loan Team: Add Loan Admin role user to Loan team. (HOT-24692)
- Introduced a new role: Closer, in the ARIVE application.
- Additionally, we now have the ability to assign various admin roles within the loan team, such as Disclosure Desk, Lock Desk, Funder, Payroll, and Closer. These loan admin roles also come with the capability to e-sign documents.
- Admin role attributes have been added to the 'Manage Columns' section under the Loan Team in Pipeline Reports, ensuring these roles are displayed in the report when assigned to a loan.
Create Form Tokens for LOS Custom Fields. (HOT-25377)
- LOS custom field tokens are now displayed in the form lists under Company/Branch and User Settings, enabling admin roles to add and utilize them within the forms.
- In the Disclosure Form, LOS custom field tokens are visible and editable in LOS, but only for admin roles with View/Edit permissions.
Create LOS Custom Field Tokens for Pre-Approval Templates.(HOT-26566)
A LOS custom field token has been added to the pre-approval letter template, enabling configuration through Company and User Settings. This field will be visible in the LOS, POS, and Realtor Portal based on View/Edit permissions.
Added Support for Custom Field Tokens in Email and SMS Notifications. (HOT-25897)
LOS custom fields are now visible in email templates, allowing admins to add and utilize them in emails. These custom fields in email/SMS templates will automatically fetch loan data values, with restricted visibility and editing rights limited to admin roles.
Disclosures: Capture the Rescission Date and Include it in Disclosures. (HOT-25842)
A new field, "Rescission Date," has been added to the Audit and Dates section for all loans. This field automatically calculates the rescission date for refinance loans with primary residence occupancy, set to 3 business days after the firm closing date.
Rule Engine: Add support for additional borrower credit order fields. (HOT-26561)
We’ve added two new fields in the Automation Rules section under 'Add Criteria' for the Primary Borrower, Co-borrower, and Borrower:
- Borrower Credit Pulled: Options available are 'Yes' and 'No.'
- Borrower Credit Pull Type: Options available are 'Soft' and 'Hard.
Admin Control: Added the ability to access and manage call reports based on user roles. (HOT-26263)
A new configuration, "Manage Call Reports" has been added under Admin Controls. This feature grants Admin the ability to access and manage call reports based on user roles.
Lenders: Introduced an option to add compensation based on loan purpose. (HOT-26439)
We've introduced an option to set compensation based on loan purpose (Purchase, Refinance).
Pricing: New Fields added on Pricing screen. (HOT-26085)
- Added prepayment penalty types: Flat, Tiered, Months of Interest, to account for different prepayment penalties.
- Added a new checkbox option labeled as 'Solar'.
Lender Fee: Provided an option to add fee based on Product Family. (HOT-26273)
- Added an option to define the product family when adding or updating a lender fee.
- Users can add a fee for a selected product family or exclude a fee for a specific product familly.
ZAPIER - New fields support added. (HOT-26514 & HOT-26293 )
Following fields added to Get Loan and Get Lead Details API as:
| Field Name | API |
| Lender NMLS | Get Loan Details |
| Impound Waiver | Get Loan Details |
| firstTimeHomeBuyer | Get Loan Details |
| floodInsuranceMonthlyAmt | Get Lead Details |
Federal Information Processing Standard (FIPS) support added into ARIVE platform. (HOT-23318)
Added support for the FIPS code in the Loan & Property section, which will now be generated or updated whenever the subject property address is modified through either the Loan and Property or the Pricing screen.
FIPS code will consist of following as:
- State
- County
- Census
- MSA ( Metropolitan and Micropolitan Statistical Area )
Users: Added an option to suspend a user in Company Settings. (HOT-26263)
Added a 'suspended' action for users. When a user is suspended, their login will be blocked, but they will still be charged in billing. Users will have the option to restore the account later.
WINDSOR: Send documents to Lender (Windsor). (HOT-26218)
As a part of this update, we have provided users with an option to send the documents to Windsor once the loan is electronically registered with Windsor.
Fees: Introduced new fee type titled - 'other'. (HOT-26218)
As part of this update, the following changes have been implemented in Fees (Lender and Closing Costs):
- Introduced a new fee type labeled as "Other" applicable across all sections. Additionally, a 'Display Name' field has been added to facilitate the creation of fees.
- The "Display Name" field has been disabled for system-defined fees to ensure consistency.
- Only relevant fees will be displayed under Taxes and Other Government Fees, Prepaids, and Initial Escrow Payment at Closing sections.
