Recent Updates in June
We have introduced new features, enhancements, forms, bug fixes, and updates to the CRM and MortgageCenter.
New Features and Enhancements
- New Network Status Center with Notification Subscription
- Recent Update Center with Notification Subscription
- New Calendar in CRM
- Workflow Update – Tools Menu Options Mark Appropriate HMDA Action Taken Field
- Calculation Update – Monthly MI Amount Calculated on Base Loan Amount Only
- GFE Update – Remove Check for Paid By = Lender when 802 Discount is also Input
- LOS Forgot Password Feature – Additional Corrections and Updates
- Credit Application Update – Add TBD Checkbox to Transaction Tab
Forms
- New Custom Form – FHA Residual Income Worksheet (Manual Underwrite Only)
- Forms Update – Corrections on Payment Values when % Above Note Rate Feature Used
- Processing Forms UI – Email Request Error Message Disable Save Functions.
- Form Printing Defect – Origination – ARM Related Disclosures Stuck Queued when Generated
- Forms Update – Colorado (CO) State Specific Form Corrections
- Form Update – Kansas Broker Disclosures Updated Mapping
- Form Defect – ATR Debts Income and Assets Worksheet Self Employed Income Printing
- Forms Audit – Kansas (KS) State Specific Forms
- Form Update – Conventional Gift Letter
Bug Fixes
- GFE/TIL Defect – Incorrect Max Ever with Monthly Mortgage Insurance
- Calculation Defect – 1003 Page 2 – Subtotal Liquid Assets Not Including Other Assets Entries
- TIL Defect – Escrow Taxes and Insurance Row Calculation Error
- Geocoder Issue – County Not Populating and Address Disapearing
- Email Request functionality is failing for title-request
- Calculation Defect – Incorrect Loan Amount(w/MIP, FF Fin): on Conventional Loans
- Calculation Defect – Incorrect FHA Monthly MI Amount on Sandbox and Production
CRM & MortgageCenter
- Calendar – Customization of Appointments
- Update Activities Tab
- Calendar – Shared Calender
- Calendar – iCal Export/Import
- Calendar – Automated Calendar Entries for Followups
