🛠️IMPROVEMENTS
Added Underwriting Key Date to the pipeline
Updated generic leads API to accept income, employment, and marital status.
read more on this feature here
Exposing in our leads API the Role of the originator
Added support for sending a custom or default value for `Campaign` for LeadMailbox. To learn more visit here
Enhanced conditions to make them more specific
Added support for Construction loans
if you are doing a construction loan - toggle the construction loan within `Edit Transaction`
Can support different origination channels
🚀New Features
Branch Support
Sonar can fully support companies that operate with multiple branches.
With this new release, you are able to have 1 or many branches, assign team members to 1 or many branches, and move loans from branch to branch, all within the platform.
To learn more about branches please review this article
🐛 Bug Fixes
Resolved AUS issue for not sending commission/ bonus income
Resolved AUS issue for incorrectly setting previous income
The referral source is now appearing in the pipeline
Requested Status of Closed is now appearing in the pipeline
HELOC loan types are now visible in the pipeline
Corrected styling to be able to see the document name while typing
Today's rates are now visible
Styling fixes
Loan Team selection is now visible
Updated LO logic for call reports: Show any LO that were licensed in that state for that quarter even if they did not originate a loan. Show any LO that originated in the quarter for that state even if they are no longer licensed