🛠️ IMPROVEMENTS
the key date “Application Date” will now be editable
Loan checkmarks will always appear, even when the loan is not in an active state
Loan Status “Adverse” is now labeled “Denied”, to be in line with industry standards
🚀NEW FEATURES
Inviting borrowers to access their dashboard earlier in the smart app
Based on feedback we heard - we have enhanced the smart app to allow borrowers to access their loan app with less information (you can invite them immediately after the smart app is created!)
Loan Officers upon creating a smart app, are able to navigate directly to the borrower tab and click "
Ability to view and take action on fully Underwritten Pre-approval loans
A new milestone will be added “Underwritten Pre-approval”
for more information on milestones, please look here
Pre-approval loans that are “active” will appear on the loan pipeline - this is an enhancement we have heard
Pre-approval loans that are flagged as “Active” will appear in the pipeline
A streamlined way to view and read data on the page! - We heard the feedback that the data was difficult to read and navigate on the page!
On the borrower tab - you can collapse the entire borrower
🐛 Bug Fixes
For the income type - Schedule K1 the required field now appears
