🛠️IMPROVEMENTS
Required field indicator
you will now see
*next to any field that is required to be completed making it even easier to understand what information you need to fill out.
Processors will now receive milestone emails that are triggered
to review the milestone emails please reference this article
Additional columns added to the Lead/Loan Pipeline
Created Date
Created By
Additional columns added to the Contacts Pipeline
Created Date
Created By
Rate Finder Improvements
VA IRRL loan type option added
Pricing returned for VA 0% down payment
>500 Credit Score option
if you want to add the Rate Finder feature to your point of sale, contact [email protected].
Ability to enter your Fannie Mae Password for Informative Research credit provider.
To view more information on how to find your Fannie Mae password within IR view this article
Styling update to error state for AUS and co-pilot page
Label change within the DTI calculation from 'Total Obligation Payment`
Improved error messaging when there is an authentication issue:
“LPA: Contact Customer Support (800-FREDDIE). User role is not authorized for Loan Product Advisor access."
🚀New Features
Loan Header
Now from any page within the loan, you will be able to see key information such as Loan Status, Loan Milestone, and Transaction Type. Surfacing this information will provide you with the information you need more easily at your fingertips without having to navigate to a separate tab.
From the header, users will also be able to have access to view the financial KPI's from any page. Click "Show financial details"
🐛 Bug Fixes
Closed loan count on homepage is incorrect on last day of the month
Primary borrower's current self-employed info is mapped in Previous employment (in the addendum) and not in the 1b section of 1003
LOS title dialog isn't auto-filling company information
Worksheet logo is being cutoff
Prevent sending "non-alpha numeric characters" to AUS for employment