Clicking on the name of a referral now opens their contact page in a new tab

After creating a new contact, you will be brought to the new contact’s profile page

You can now generate a 1003 document within Sonar! Go to Documents under Underwriting to find the new Generate 1003 button.

Loan contacts can now be kept in the loop with Milestone Emails! When marking off a milestone in a loan, you will now have the ability to send out an update email to the borrower and relevant contacts.

Updates to a contact phone number or email address will now be shown immediately

Fixed issues with margins between contacts and on buttons

Selecting a product dialog now shows an error if required fields are missing

Product information is now properly saved

Validation error messages no longer overlap other components on tablets

Document container no longer pushes the preview image when opening the Add Condition dropdown

Borrower name no longer displays as “N/A N/A” on the contact Related Loans page

Business contacts grid now displays the kebab menu on mobile

You can no longer enter an invalid birthdate for a contact

Contact phone number and email now show in white in dark mode

Phone number no longer displays as “N/A” when in expanded mode

Fixed issue with loan contacts page stretching to the bottom

Correctly aligned Add Contact button with Active/Archived toggle

Contact initials are now centered in the avatar circle

Fixed bug with new contacts not appearing in search results