Recent Updates in First Quarter
We have introduced new features, enhancements, forms, bug fixes, and updates.
New Features and Enhancements
- Admin Update – LOS Loan Number Updates and Corrections
- Restrict LOS Users Saving When Loan is clear to Close or Higher Status
- LOS C-Alert – Lock Expiration Warning
- Add Lock Status Options to Pipeline Search Page
- GFE UI Update – Default Do Not Round Interest Checkbox = Yes
- UI Update – Add Print View Option to Various Processing Forms
- Qualified Mortgage (QM) – Updated to Points & Fees Thresholds January 2015
Forms
- Print Defect-USDA Worksheet for Documenting Eligible Household and Repayment Income
- LOS – GFE Update – Automatically Map Lock Information to GFE 2010 and Items Payable
- Printed 1003 Update – Loan Originator’s Phone Number Not Printing and Mapping Clarification
- Form Defect – Texas Company Disclosure City, State, and Zip Code Address Missing
- Print Defect- 1st Lien Fee Sheet Automatically Selecting POC Box for MI Amount.
- Form Defect- TX Conditional Qualification Letter (Mortgage Broker/Loan Officer) not printing full LO’s name
- Form Update – ARM Disclosure 1-1-5 Government Treasury Updates 2015
Banker/LOS
- Banker/LOS – Field Update Feature – Investment and Second Home LTV Cutoff Values on MI Worksheet
- LOS – UI Update – Add Save Function to Processing Form Print View Buttons
- LOS Workflow – Additional Editing Restrictions for Closing Submitted or Higher Status
- LOS Workflow Update – Disable Retract and Submit Button Depending on Banker Status
- LOS – Workflow Update – Disable Move to Closed/Withdrawn From Pipeline View
- LOS – Workflow Update – Restrict Locking Loans for Applications in Various Status
Bug Fixes
- LOS Workflow Update – Transfer Loan to LO Does NOT Change Loan Status
- Template Update – Sync Navigation Template and Master Template between Primary and Child ID’s
Network Services
- Credit Vendor Update – Refresh Report (LQI) and Mortgage Only Options for Credit Plus/Meridianlink
- Optimal Blue Integration – Update Identifier Fields
- Optimal Blue Integration – Total Loan Amount to Base Loan Amount Support
- Optimal Blue Integration – POX Product/Loan Program Coordination
- Banker – Optimal Blue – Support for CLT Values from Second Lien and HELOC’s
- UI Update – Enable Optimal Blue Pricing UI For Borrower Type = Prospect
CRM/MortgageCenter
- CMLS Field Update – Support for Multiple Race Choices on Page 9
- Mortgage Center (CMLS) – UI Update – Field Level Updates and Corrections
- CRM Defect – Error When Manually Creating New Contact
- CRM Defect – Campaign Target Search goes to Error 500 Page
