π οΈ IMPROVEMENTS
Duplicate loan improvements:
loans can now be duplicated for any loan status (except
onboarding
)Newly duplicated loans will have a status of
Lead
and will clear out the TRID key date, additionally the loan amount will be cleared out.
Updated leadsAPI to include the loan team roles
πNew Features
Sonar Documents - Arizona-specific documents
Loan Status Update form (LSU) is now available for all companies.
The document can be found within the "Generate Tab"
AZ Pre-approval letter, when generating a pre-approval letter within AZ the specific doc will be appended to the end
MERS MIN generation
Companies Admins can input their unique MERs Org ID from the Company settings page.
π Bug Fixes
Employment data doesn't copy over when duplicating a loan
Fixed issues related to the grid view
Merging documents will no longer be separated
Resolved AUS issues
Resolved the logo image being blurry when added
TRID rules updated
Updated loan export to handle missing fields