New QM & CRM features, form updates, and bug fixes
New Features and Enhancements
- Qualified Mortgage (QM) – Points and Fees Exclusions, Reductions, and Overage Display
- Qualified Mortgage (QM) – Updated Calculations on GreatDocs Ability to Repay Document
- Qualified Mortgage (QM) – Custom Income Debts and Asset Worksheet Additions 1
- Qualified Mortgage (QM) – Custom Income Debts and Asset Worksheet
- QM(Qualified Mortgage) – ATR Worksheet Debts Other Incomes
- Qualified Mortgage (QM) – APOR Excluded Scenarios
- Qualified Mortgage (QM) – Points and Fees Calculation and Results
- Qualified Mortgage (QM) – Loan Level Qualification Checks
- Qualified Mortgage (QM) – APOR Calculation and Comparison
- Qualified Mortgage (QM) – Housing Counseling API and Disclosure Requirements
Forms
- GFE Update – Update Line Labels to Match IDS System and HUD1 Format
- Forms Update – State Form Audit Results Sept 2013:
- Forms Update – Kentucky (KY) State Forms Audit
- Forms Update – Custom ARM Disclosures New Formats
- Forms Update – New and Updated Appraisal Related Forms
- Form Update – Form Update – HomePath Notice To Buyers Regarding Appraisals 2013
- Form Defect – New Jersey Estimated Settlement Costs And Refund ability Disclosure
Bug Fixes
- Printed 1003 Defect – Former Residences Not Printing Correctly
- Browser Issue – USDA Request For Single Family Housing Loan Guarantee in Non-IE Browsers
CRM
- Campaign Source Options Displaying Incorrect Lists
- Source Campaigns Cannot be Created
- Contact View Going to Error 500
- Add Display of Existing Campaigns and Option to Add New Campaigns to Contacts
- Update Realtor Field on Email Template Selection Screen
- Add Options for Continuous Campaigns and New Contacts
- Add the Activities Option to Referral Accounts and Contacts
- CRM Field Updates – Custom Lead Source and Lead Source Event Management
- Referral Accounts within Custom Report
If you’d like more information on any of these topics, please visit our tutorial sites:
How-To & Tutorials help.mortgagedashboard.comOr to schedule a meeting with a MortgageDashboard representative, please email [email protected].
2014 MortgageDashboard Loan Origination Software.
