MAJOR FEATURES

Updated Rule Criteria Selection Dropdown: The dropdown has been enhanced for better usability. Additionally, two new options—Initial Value and Updated Value—have been added to the Rule Criteria section of Automation Rules.

For each condition, users can now specify which value should be used for comparison:

Updated Value: When selected, the condition will use the most recent value for comparison.
Initial Value: When selected, the condition will strictly use the original value of the field.

Automation Rules: Add new action "Generate Disclosure" in "Loan Action" trigger. (HOT-25906)

Trigger: A new action, 'Generate Disclosure,' has been added with the 'Is Initiated' operator in the Loan Action trigger.

Rule Condition/Criteria:

Disclosure Generated Packages: Supports the 'in' and 'not in' operators, which hold the values for both already generated packages and packages that are yet to be generated (if any).
Selected Disclosure Package: Supports the 'in' and 'not in' operators, representing the disclosure type selected by the user (i.e., the package to be generated).

No associated fields have been added to any of the actions.

Add License type (Broker/Banker/Both) to Branch Licenses Screen. (HOT-26510)

Previously, there was no option to add a license type under Branches in the Licenses section. We have now introduced a new field, 'License Type,' in the Licenses section under Branch Settings. This field allows users to select the appropriate license type for Banker (non-del), Broker, or both (for either non-del or broker).

ARIVE Disclosures (VA Nearest Living Relative Statement Form): VA nearest relative info should populate in form from VA loan tab. (HOT-10159)

VA Nearest Living Relative Statement Form: Added mapping for the VA Nearest Relative information from the VA Info section. Previously, the VA Nearest Living Relative Statement form had text input fields for all fields during eSigning. Now, these fields are automatically mapped from the VA Info section.

Change text color of lock when date is within a certain number of days. (HOT-22257)

The loan expiry date color will now be updated for all loan lock statuses (Locked, Lock Requested, and Request Denied) according to the following scenarios:

Grey: More than 7 days to expiry
Orange: Within 7 days of expiry
Red: Expiry date is 0 days or less

For loans that have expired, the loan expiry date color will be Red.

POS: Added the option to customise the 'Thank You' message upon submission in the POS application. (HOT-26010, HOT-24959)

As part of this update, we are offering users the option to customize the "Thank You" message displayed after submitting a POS application. Users can now modify both the heading and description according to their preferences. Additionally, a graphical loading indicator will be shown during the application submission process to provide better feedback on progress.

Users: Control ability to modify Branch settings for branch Admins. (HOT-22880)

Added the ability for Admin roles (Company Admin and Associate Admin) to select 'Let this user edit Branch Settings' for users with the Branch Admin role. When this flag is set to false for a Branch Admin user, all company and branch settings will become read-only for that user.

Conditions: Added new options on Client Need Description. (HOT-27145)

Added two new options to the description section when adding client needs in Conditions:

Use Client Need Description – This option will sync the description from the associated Client Need.
Reset – This option will sync the description from the Condition

Lead Form: Split question on bankruptcy and foreclosure into two questions. (HOT-26743)

As part of this update, the bankruptcy/foreclosure question will now be displayed separately, and the number of years has been updated to 7.

Client Needs: Added hypertext support in need description. (HOT-24905)

We have added support for users to enter hyperlinks in the Description of Client Needs under User/Company Settings.

Additionally, users can now directly add hyperlinks when creating custom Client Needs in a loan.

ARIVE Disclosures: Added 'Credit Opt out' form to system. (HOT-26942)

A new form, Authorization for Submission of Opt-Out for Credit Monitoring, has been added to allow users to opt out of lender's new product offers.

Emails: 'Order title services to title Agents' - 'To' field is now editable. (HOT-27320).

As part of this update, users can now add multiple recipients for 'Order Services' to the Title Agent's and HOI Agents email.

Zapier: New fields added for get loan details Api. (HOT-27142).

In the Zapier integration, the following fields have been added to the Get Loan Details API response:

Interest Rate Buy-down
Business Owner or Self-Employed

Added new AIM service provider - ARYGLE. (HOT-26152)

A new AIM service provider, 'ARYGLE,' has been added for the Borrower Verification Report (LPA) under VOE reports. Previously, it was available only for DU.

In Pricing, the 'Prepay Penalty Type' field used to appear for each lender when 'Prepay Penalty' was selected. With this change, the 'Prepay Penalty Type' field will now only appear in Pricing's Advanced Features when Orion is selected from the lender drop-down menu.

Lead Form Config: Show Lead's additional questions on lead form config page. (HOT-16715)

As part of this update, additional questions will now be visible on the Lead Form Config page if the 'Show in Lead Form & Lead Details' toggle is turned ON for the question.

PPE: Results- Show product code on Details. (HOT-27459)

As part of this change, the Product Code is now visible in the Product Summary details.

PPE: Change default attachment type to 'Attached' for 'Condo'. (HOT-27443).

As part of this change, the default attachment type is now set to 'Attached' when the property type is selected as 'Condominium.

Audit Logs: Create audits for permission updates. (HOT-23510).

As part of this update, the system will now audit logs for any changes made to the Admin control settings.

ARIVE Release Notes - v2024.10.0.0 Print