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Sonar Release - 3.6.0 + 3.6.1

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Written by Hannah Levick
Updated over a year ago

πŸ› οΈIMPROVEMENTS

  • Compensation type is now available to be set on the loan level

    • this can be set via the pricing tab, once you make a product selection. Additionally, you can set this from the product tab.

  • USDA as a loan type

  • Non-QM Products are returning from pricing results

  • 2024 Loan Limits are now implemented

  • Added support for defaulting FHA lender ID

  • PPE Update


πŸš€New Features

LOS Pricing Enhancements

Pricing Calculator (generic pricing)

  • Added additional fields to the "Pricing Calculator" page - which will result in more targeted pricing options for your borrower

  • You can now see rate-specific pricing for each of the products by clicking "more"

Loan Level Pricing

  • We've streamlined this page to make it more user-friendly. You can now input a target LTV percentage and it will recalculate the loan amount automatically

Importing Leads/Loans

  • Now, leads and loans can be imported within the LOS on your own.

    • The file must be in 3.4 Mismo format. You will have the ability to select a loan status, loan officer, and processor prior to importing a loan.

    • For more information about importing leads/loans reference this article

Audit trail for a loan

  • Now, for every loan there is the ability to see and track changes that occurred in a more organized way.

  • To start. you will be able to view changes that occurred from the loan import, credit report runs (success and reason for failure), pre-approval letter generations

  • To start you can view the following within the Audit Trail tab

    • Loan Import: Any Loans that are imported, will have an associated audit entry, here you will be able to see if any entries were unable to be imported and why that is.

    • Credit Report

      • If the credit report run failed, now you can navigate to the audit trail and expand to see the reason for the failure - making it even easier to find information on your own!


πŸ› Bug Fixes

  • Disclosure due badge is now disappearing as expected

  • Resolved formatting issue for RMLA report

  • Resolved Call report zero state issue

  • Resolved AUS issue

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