🛠️IMPROVEMENTS
Primary borrower first seen / last seen are now columns on the pipeline
Enhanced dialogs to improve usability and reduce scrolling needed
Styling updates to the borrower consent toggles
Business contacts are now included in the Zapier endpoint.
Field label for "Percentage of Ownership (Subject Property)" is now "% of Ownership (Subj Prop)”
The purchase Price is now displayed on the transaction tab
Added your point of sale URL to the referral dialog
If you are an originator you will see both your personal landing page & the company point of sale.
🚀New Features
Reduced borrower-required fields
We've heard the feedback and we've removed the restriction on the borrower modal. Now, First Name / Last Name and Email are the only fields that have to be entered in order to save/update the borrower
🐛 Bug Fixes
Loan import bug fixes
Milestone syncing in loan header
issue resolved for the phone number wasn't syncing with the borrower's contact
Zipcode issue