🛠️ IMPROVEMENTS
Zapier/lead posting endpoint will push updates when a loan milestone changes, in addition to the loan status & lead stage change.
Added additional fields to the Zapier/lead posting endpoint
Interest Rate
Loan Type
Loan Program
Lender
Key dates (dates will only be sent when they are filled, if a date is not filled it won't be included)
Tbd Registered Date
Lender Disclosure Sent
Application Date
Trid Date
Intent To Proceed Signed
Submitted To Underwriting
Approved Date
Clear To Close Date
Closing Date
Funded Date
Last Action Date
Final Action Date
Disclosures Sent
Disclosures Signed
Underwriting
🚀New Features
Verification Documents
Sonar now supports the ability to generate additional verification reports. From the loan, you can generate a Verification of Mortgage, Verification of Employment, and a Gift letter.
Read more here
🐛 Bug Fixes
Loan Worksheet is now honoring theming
Self-employed percentage ownership is now mapped correctly in the 1003
Fixed attachment type on mismo export
Grid view improvements