Sonar

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For non-mortgage &amp; HELOC liability types, setting the 'Payoff' flag will not automatically set the  'Excluded from DTI' flag to true and disable the field. This is to ensure the cash-to-close calculation and what is sent to AUS are correct 

Added additional columns to the pipeline:

- Street (Street Address 1 for the subject property) 
- County (For the subject property)

- LTV
- Term 
- APR 
- Loan Button  (we recommend adding this as the first column to the pipeline - it will direct you right to the pipeline) 

- For non-mortgage &amp; HELOC liability types, setting the 'Payoff' flag will not automatically set the 'Excluded from DTI' flag to true and disable the field. This is to ensure the cash-to-close calculation and what is sent to AUS are correct 
- Added additional columns to the pipeline:
 - Street (Street Address 1 for the subject property) 
 - County (For the subject property)
 - LTV
 - Term 
 - APR 
 - Loan Button (we recommend adding this as the first column to the pipeline - it will direct you right to the pipeline)

To streamline the Sonar platform, we’ve combined the Leads, Pipeline, and Homepage into a unified Pipeline Experience.

Favorite up to 4 layouts for quicker access to your most used layouts.

- Favorites are the layouts that appear as clickable filters at the top of the page. 
- Sonar has set up defaulted layouts, these can be changed to use the pipelines of your choosing.

Added a dropdown to navigate between different layouts

Made setting a layout a Default or Shared Layout into a single step - select the checkbox and the change will be applied 

- Favorite up to 4 layouts for quicker access to your most used layouts. 
 - Favorites are the layouts that appear as clickable filters at the top of the page. 
 - Sonar has set up defaulted layouts, these can be changed to use the pipelines of your choosing.
- Added a dropdown to navigate between different layouts
- Made setting a layout a Default or Shared Layout into a single step - select the checkbox and the change will be applied 
 -

Added additional System Layouts across the tabs:  Loans, Leads, and All

Resolved a URLA form issue for Defaulting a 1003 question when the user has not answered

Rounding MIAndFundFeeAmount when sending to AUS

Qualifying credit score does not appear correctly

Editing borrower current address is syncing to the subject even when not the primary residence

Exclude flag is not set upon import for second home plan to sell reo

Account Number field is showing up instead of Source Type in Edit Asset dialog for Cash gift, Grant and Gift of Equity

Import fix for when no “<code>BuydownCalculationType</code>" is present

Conditions linked from the Documents tab are not getting cleared

Thumbnails are not showing up for the Signed documents

- Resolved a URLA form issue for Defaulting a 1003 question when the user has not answered
- Rounding MIAndFundFeeAmount when sending to AUS
- Qualifying credit score does not appear correctly
- Editing borrower current address is syncing to the subject even when not the primary residence
- Exclude flag is not set upon import for second home plan to sell reo
- Account Number field is showing up instead of Source Type in Edit Asset dialog for Cash gift, Grant and Gift of Equity
- Corrected timezone issue
- Import fix for when no “<code>BuydownCalculationType</code>" is present
- Conditions linked from the Documents tab are not getting cleared
- Thumbnails are not showing up for the Signed documents
- Corrected cash to close calculation

Tab	Layout name	Filter criteria
All	Recently Updated	Last Modified: Within last 30 days
All	New Leads + Loans	Created Date: Within last 30 days
All	Purchase	Loan Purpose: Purchase or Pre-Approval Created Date: Last 30 days
All	Refi	Loan Purpose: Refi or RefiCashout Created Date: Last 30 days
Leads	New Leads	Status: Lead or Onboarding Created Date: Within last 30 days
Leads	Purchase Leads	Status: Lead or Onboarding Purpose: Purchase or Pre-Approval Created Date: Within last 30 days
Leads	Refi Leads	Status: Lead or Onboarding Purpose: Refi or Refi Cashout Created Date: Within last 30 days
Leads	Referred Leads	Has a referral source Status: Lead or Onboarding Created Date: Within last 30 days
Loans	Closing this month	Estimated closing date = the current month
Loans	Recently Updated	Last Modified: Within last 30 days
Loans	New Loans	Application Date: Within last 30 days
Loans	Active Loans	Loan Status: Active

Release - 3.8.7

🛠️ IMPROVEMENTS

🚀New Features

New Pipeline

🐛 Bug Fixes