🛠️IMPROVEMENTS
Ability to enter cents for Asset values + Income amounts
Auto Calculation of Per diem interest fee
we are defaulting to 15 days
For the Income Type of "Hourly" - within the LOS you can now modify the "Hourly Base Rate" & "Number of Hours"
Borrower tab usability updates to make it easier to edit/delete information
Automatically filling in the paid-by amounts on fees to help make it easier for editing fees
Removed the "Total Column" on the Closing Cost Page
Updated the Escrow Fee to default to 2 months & Prepaid fee types
Adding "Tax Factor" and "Insurance Factor" fields to the property tab
The % will modify property taxes & homeowner insurance monthly payment amounts respectively.
Broker Fee will now be updated when/if compensation type is modified
If you select Lender Paid compensation type, then select a product on the pricing tab, the Broker fee will be updated to "Paid by" Other
Price can now be modified within the product tab
DTI Metric Updated Display
to view more go to this article - here
LTV/TLTV/CLTV update
The Value will display the lower of either the Appraised Value or the Estimated property value
Base Loan Amount will always used always now
APR Calc label update: Update the label `Monthly PMI` to `MI (Monthly)`
Reduced the size of the sonar loading animation so it's not as intrusive
🚀New Features
Pipeline Management - View all leads and Loans
Now, you can view all leads + loans in a single view, enhancing workflow management and prioritization.
You no longer have to use the Contacts tab to prioritize your lead or work on your lead management!
3 additional columns were added to the pipeline:
Borrower Email, Borrower Phone Number, Date Last Modified
you can now sort your layout by the most recently updated application!
Navigation Updates
Loan level
The loan-level navigation was updated for improved organization and ease of user.
We removed the collapsing of sections so that all information is now always visible
Updated the label for the Point of Sale tab, to "Co-Pilot"
Global Navigation
You can now pin the global navigation, this will allow you to always have access to viewing all tabs.
To pin the tab, hover over the side nav and a Pin icon will appear, click the icon and the nav will be pinned!
Mobile Home Properties
2 additional property types to support the use case of Mobile Homes
Mobile Home Double-Wide
Mobile Home Single Wide
🐛 Bug Fixes
Condo Fee will only be created for selective property types
The worksheet logo is no longer being cut off
Monthly payment fix
Mismo Import updates
POS Appraisal Milestone styling fixes
Styling fixes on closing cost tab
Styling fixes on contacts view
Encompass feature fix