š ļøIMPROVEMENTS
For the Zapier CRM integration, we are now sending all available fields regardless of transaction type
Improvements and cleanup to the Yoursonar pages including adding remaining tracking events
Upgraded the checkmark icons
šNEW FEATURES
Referral Links - Loan Officers
Unique referral links are now available for loan officers! These links can be included in your email signatures, website, or other borrower-facing tools.
When the URL is clicked it will direct the borrower to start their application using Sonar and automatically assign the application to the respective LO.
As part of this change, we also reduced the number of fields asked for when sending a referral email. You only need to enter the borrower's First Name and email for the āreferral email to go outā
š Bug Fixes
Both the Application Date and TRID Date will now be both set when duplicating a loan
Setting the key date āTBD Registration Dateā is once again updating the Milestone to be āUnderwriting Pre-Approvalā as well as ensuring the other key date āApplication Dateā
Resolved formatting issue within the smart app modal