Business Magazine

Recent MortgageDashboard Updates in July

Posted on the 06 August 2014 by Codymiles

Recent Updates in July

We have introduced new features, enhancements, forms, bug fixes, and updates to the CRM and MortgageCenter.

New Features and Enhancements

  • Workflow Update – Generate Loan Number On Prospect ID’s When Withdrawn or Denied
  • 1003 Field Update – Change Race/National Origin: From Drop Down To Check Box Options

Forms

  • Processing Form Update – Auto Populate LO/Processor Info to Requestor Forms
  • Forms Defect Unmarried Cobwr’s Name not Printing on Docs With Multiple Child ID’s
  • Prints Form Issue – 1008 Transmittal All Other Monthly Payments Missing
  • Form Update – Authorization for the Social Security Administration (SSA) To Release Social Security Number (SSN) Mapping Changes
  • New State Forms – GreatDocs Missing Illinois Disclosures
  • GreatDocs Forms Update – May 2014 – New Forms
  • Form Defect – 1008 Not Including All Present Expense Values for Investment Properties
  • Form Defect – 1008 Not Including All Present Expense Values for Investment Properties
  • Form Update – FHA Residual Income Worksheet UI and Data Mapping Corrections
  • Form UI Defect – Loan Option Presentation Acknowledgement Monthly Payment Calculation
  • Form Update – VA Loan Summary Line 57 Discount Paid by Veteran
  • Printed Form Defect – 1003 Printing cash out vs rate term when Refinance Purpose: = Null
  • Form Defect – California Mortgage Loan Disclosure Statement(Traditional)(RE 882) UI Values Not Saving

Bug Fixes

  • TIL Defect – Incorrect Principal and Interest Payment Values when ARM + Interest Only Features Used
  • Calculation Defect – Incorrect Up-Front Factor $ and MIP, FF Financed for USDA
  • Calculation Defect – Incorrect Back-End DTI When Saving 1003 and GFE
  • ATR Worksheet Calculations Defect – Variable Wage and Other Income Totals
  • Calculation Update – Changes to MI Worksheet Not Reflected On Other Pages
  • Field Defect – Estimated Close Date Calculations and Display
  • Phone Number Not Adding Dashes on all Pages
  • TIL Rounding Issue – APR Rounding Different in UI than Printed Form

Network Services

  • Credit Services Update – Calculate DTI After Pulling Credit
  • Corelogic Credco 4506-T to Banker and Retrieve Issues

CRM & MortgageCenter

  • User Field Back Application Page Updates and Changes
  • Coborrower’s Address Does Not Populate
  • Branding – Company URL Link
  • Required Fields for Credit Pull Issues
  • Workflow Update – Send Registration Email Prior to Authorization Questions
  • UI Update – Error Feedback at Bottom of Application Pages
  • Field Update – 1003 Page 1 Referral Partner Changes and Corrections

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