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Recent Updates in January

Posted on the 04 February 2014 by Codymiles

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 support@mortgagedashboard.com.

2014  MortgageDashboard Loan Origination Software.