🛠️IMPROVEMENTS
Improved preview for Originator Referral Links. Now when you text your referral link in the preview you can see..
Profile Picture and Title making it even more personalized for your borrowers or potential partner
Added Columns Disclosure Sent + Signed to the pipeline
we removed the pipeline columns that are no longer being set (Broker Disclosure Sent/Signed & Lender Disclosure Sent/Signed) and replaced them with Disclosures Sent + Signed.
Any .txt file type can now be converted to a PDF
Added Liability "Account Status" to the liability modal to provide more visibility into the state of the accounts that are being pulled off of the credit report
Update to processors' permissions
Processors who have the permission of non-admin will only be able to view the loans where they are on the loan team for
Processors who have the permission of admin will be able to see all loans - both assigned and unassigned or assigned to a different processor.
🚀New Features
Loan Team Members can view the pipeline
We're excited to announce that all loan team members (both primary + non-primary) can now view the loan within the pipeline, making it even easier for you to access the loan you need to without having to save a link!
If you are not an admin you will need to make sure that you're added to the specific loans "team", for the loan to be in your pipeline.
Support for the LOA(s) Roles
We've added support for Loan Officer Assistant (LOA) roles in Sonar. Admins will now see additional "Roles" in the dropdown
Non-Originating LOA
use this role if your LOA's
Originating LOA's
Use this role if your LOAs sometimes also originate their own loans as well. planning to originate loans
🐛 Bug Fixes
Sonar Favicon is no longer showing up if your company has added their own icon.
Reset Password Padding
Loan Import improved messaging for failure
Mismo Export -
Employment history now has state ID vs a code
Schedule C income type is now setting ownershipInterestType to be "GreaterThanOrEqualTo25Percent"
