🛠️IMPROVEMENTS
Improved AI Processor for updated descriptions and tagging
Updated the label for the AI processor - new label is "Re-Analyze"
Clicking Re-Analyze will try to find a category, tag, and update the document description
Rocket events will sync as long as there is a valid lender loan number, and the lender is either empty or Rocket Mortgage
Removed duplicate documents from appearing - we will only show the converted PDF document
Updated Business contacts sub tab within Loan contacts to be "Third Party"
🚀New Features
There are 3 major changes included in this release: Improved Document experience within the LOS, Improved Document/Condition experience in the POS, and support for service providers
Documents in the LOS
We've completely redesigned how you work with documents in both the LOS and POS. Here's what's new:
1. New Document Views
Choose how you want to see your documents with two new view options:
List View - See all document details in a traditional table format
Thumbnail View - Browse documents visually with preview images
2. Document Categories
Keep documents organized with our new category system. Apex automatically categorizes new documents, and you can change the category anytime.
Available Categories:
Borrower ID
Income
Assets
Liabilities / Debts
Property
Loan Package / Disclosures
AUS
Miscellaneous
Note for Existing Documents: Documents uploaded before this release won't have categories assigned automatically. You can quickly add categories to these documents by clicking the category field and selecting the appropriate option.
3. Document Sharing Controls:
Added granular controls for which documents are shared with borrowers through the POS, with clear warnings when toggling sharing settings
4. Filtering/Sorting Documents
Find documents instantly with new filter options:
Sort by the age of when the document was uploaded (Newest or Oldest first)
Filter by Category
Filter by Tags
Filter by Who Uploaded (Borrower, System, or Internal User)
5. Enhanced Document Preview
Working with documents is now easier with our improved preview:
Larger, full-screen document view
Navigate between documents without going back to the list
Link unlink and satisfy conditions without leaving the page
Read more about the document experience here
POS Condition/Document Changes
Split view between documents & conditions
Borrowers can easily toggle between conditions & documents.
Within the documents tab, borrowers will be able to see documents uploaded and shared with and the documents they've uploaded
Clear Condition Tracking
Borrowers can now easily track their progress with conditions organized into three clear groups:
Outstanding - What they still need to provide
In Review - Documents uploaded and waiting for approval
Completed - Approved and done
Flexible Upload Options
Borrowers can choose how to upload documents:
Option 1: Direct Upload
Click "Upload" on a specific condition
Document automatically links to that condition
Option 2: Bulk Upload
Service Provider & Business Contact Updates
We're introducing powerful new capabilities for managing service providers and automating fee assignments. This update streamlines how you work with title companies, appraisers, and other service providers while ensuring accurate fee allocation.
Enhanced Third Party Contacts
What's Changed
Third Party contacts (formerly Business Contacts) now include:
All contact fields are visible and editable
Option to save loan-specific changes back to the master contact
Service provider designation option
State-specific license display
Adding Third Party Contacts
Go to Loan Contacts > Third Parties tab
Click Add Third Party
Search for existing contact or create new
Choose save options:
Save as Contact ON: Saves to company-wide contacts
Save as Contact OFF: Keeps it loan-specific only
Service Provider: Available when saving company-wide
Read more about this experience here
🐛 Bug Fixes
Borrower Information & Declarations:
Fixed an issue where the Borrower tab and Declarations section weren't properly showing as completed, eliminating the need to refresh or re-login to see status updates
Milestone Tracking:
Fixed milestone age calculations that were displaying incorrect day counts.
Corrected the display order of milestone checklists to show in proper chronological sequence
Resolved AC# display order issues in Call Reports Preview across all tabs
Resolved exporting lien priority
Resolved: deleted layout stays until refreshed
Resolved pricing issue
Lien Position export resolved