IMPROVEMENTS
All borrowers on the loan will receive milestone emails
Added field "Last Credit Pull" date to the pipeline
will only show date for credit reports that were issued/reissued successfully in Sonar
Non-Primary originators will automatically be added to the loan team if they are importing the loan
The number of dependents is now displayed on the borrower details view
Moved Key Dates tab higher in the loan level navigation
🚀New Features
Loan Actions
With this release, you can find global actions and execute them from anywhere as easily and efficiently as possible. This means that now you can:
Complete actions such as ordering credit, changing the loan status, from any page within a loan
Take notes from any page on the loan
Generate Documents across all loan pages & be directed to the correct page(s) for missing information.
generating a pre-approval document will now allow you to send an email to a borrower that includes their letter
🐛 Bug Fixes
fixed alignment on contact tab for "create new contact"
Resolved Pipeline shows all data when no filters are selected for enum drop-downs
AUS issues for multiple borrowers