🛠️ IMPROVEMENTS
Document Management: We continue to improve the document experience in the LOS:
Adding a loading state when documents are loading
Document viewer now defaults to "fit to width" for better readability
File names can now be edited directly in-line from the expanded document view
Added search functionality across document titles and file names
Moved the re-analyze option into the document menu for a cleaner interface
Moved 'View Full Screen' button into the expanded loan menu
Added the ability to Link or Add a condition:
✨ NEW FEATURES
Email Communication Management: Track and preview borrower emails at the loan level:
New Communication Log in Audit Trail shows complete email history with delivery tracking
Preview condition reminders, pre-approvals, milestones, and borrower invitations before sending
View the full content of any sent email from the Communication Log
Read more here
🐛 BUG FIXES
Loan Amount and Downpayment will now only allow whole numbers to be entered
Fixed the issue where you couldn't add multiple prepaid property tax fees on refinance loans
Loans with financed fees, round the total loan amount down to the nearest whole dollar
Resolved the problem preventing you from saving both individual and company licenses in the same state for business contacts
Corrected hardcoded signature appearing on state-specific disclosure packages (IL, DE, NJ, ME, TN, CT, MT)
Improved grid view column filtering:
Filter values now display in alphabetical order
Search within filters now works correctly
Fixed issue where loan worksheets would intermittently fail to open when generating from the side panel
Resolved error that caused deleted contacts to still appear on loans
Fixed data format error that occurred when saving certain fee amounts
Resolved error that prevented milestone emails from sending in specific scenarios