🛠️ IMPROVEMENTS
Enhanced lead notification emails:
New leads and lead updates now have distinct subject lines so you can quickly tell them apart in your inbox
New leads:
🏠 New Lead: Borrower Name – Subject Property City, State(e.g., 🏠 New Lead: Mort Gage – Philadelphia, PA)Lead updates:
🔄 Lead Update: Borrower Name – Lead Status(e.g., 🔄 Lead Update: Rose Nnww – Income)
Admins can independently control whether new lead emails, lead update emails, or both are sent
Admins can independently control whether new lead emails, lead update emails, or both are sent
✨ NEW FEATURES
Added 1008 form (Uniform Underwriting and Transmittal Summary) generation:
Generate the 1008 directly from the Quick Actions menu
Supports single borrower, co-borrower, net rental income, and self-employment scenarios
Added the Lender Loan Information page to the URLA:
The URLA now generates in the correct order: Borrower Information → Additional Borrower → Unmarried Addendum → Continuation Sheets → Lender Loan Information
🐛 BUG FIXES
Fixed P&I and Upfront MI rounding so Sonar's calculations match the lender's Closing Disclosure to the penny
Fixed Date of Birth being off by one day when received through the Loan API
Resolved an issue where adding conditions via the API was not saving correctly
Fixed FHA loan amounts showing incorrectly in Sonar exports
Fixed TRID not triggering when changing a pre-approval to a purchase transaction and entering a full subject property address
Fixed the Ask Agent button on the Apex Dashboard creating a new session each time instead of continuing the existing conversation
Updated the LPA export to reflect the current Sonar version identifier
Fixed rental income not being calculated when importing a loan