đ ď¸IMPROVEMENTS
Proposed Payment has been split up into Principle & Interest and Mortgage Insurance.
You can update the Mortgage Insurance either via the Product or Liabilities tab.
Uploaded documents now come with a preview thumbnail, making it even easier to find the document you need.
please note that for previously uploaded documents, a preview wonât be available
Ability to unmask and edit the borrower SSN from the LOS
You will be able to see the full SSN by clicking the âeye iconâ
ARM Index is now pulled so APR can be calculated
Updated credit report fees based on updates from Equifax
Single and married borrowers - $52.93
Unmarried/ not joint borrowers - $105.86
Connections now require a name and display that name in the UI
đNEW FEATURES
Archiving Loans and Leads
You can now archive a loan or a lead!
If you had a lead that you no longer want appearing in your leads page, or an old loan that shouldnât be in your active pipeline, you can archive it to remove it!
the Archived tag makes it easy to see loan status
Leads/Loans that are archived can be viewed in the Pipeline using the new Current/Archived toggle. Clicking the toggle switches the view to display only archived loans.
Loan Worksheets
The ability to generate a loan worksheet or loan quote is now live for all customers! When a product is selected it will generate an estimated quote for that given scenario.
This will allow you to more easily compare different loan programs and display different fees & cash to close associated the borrower.
Loan worksheets will be accessible for download in the Documents Tab
đ Bug Fixes
Spinner now appears when downloading a mismo file
LO phone number is correctly mapped in the pre-approval letter
Imported loans can now be duplicated
Centered the icon on âLetâs Get Startedâ page (in the POS)
Fixed bug with borrowers unable to generate pre-approval letters without documented assets
Updated background color for navigation highlight in Dark Mode to be a lighter shade of the primary color