DOCUMENTATION HUB
  • Welcome
  • Platform
    • Platform Overview
    • Partners & Sites
    • Lender Hub Pipeline View
    • Landing Pages
    • Loan Assignment Links
    • Loan Officer Pages
    • Borrower Tasks
    • Borrower Document Uploads
    • Milestones
    • Troubleshooting Encompass eDisclosure packages
    • Testing Procedures
    • Blueprints
    • Sagas
      • Saga Methods Reference
    • Pushback Endpoints
    • Third Party Integrations
      • Credit Providers
        • CBC / Factual Data
        • Meridian Link
        • CoreLogic - CredCo
        • Informative Research
      • Loan Origination Systems (LOS)
        • BytePro
        • MortgageFlex
        • MeridianLink Mortgage
        • Encompass
      • Verification of Assets (VOA)
        • AccountChek by FormFree
        • Finicity
      • Verification of Employment/Income (VOIE)
        • The Work Number
      • Pricing Engines
        • Optimal Blue
        • Mortech
        • EPPS
        • PriceMyLoan
        • Polly
      • Payment Vendors
        • Celero Commerce (formerly Transnational)
      • AUS
        • Desktop Underwriter (DU)
        • Loan Product Advisor (LPA)
      • eSign
        • Dropbox Sign (formerly HelloSign)
        • DocuSign
        • EllieDocs
      • Fees
        • SmartFees
      • Customer Relationship Management (CRM)
        • SalesForce
        • TotalExpert
        • Velocify
      • Private Mortgage Insurance
    • Single Sign-On (SSO)
    • UI/UX Customizations
    • DNS Setup
    • Email White Labeling Setup
    • Notifications
    • Analytics
    • Pre-Qualification Letter
    • Teamwork
    • Reset Password
    • Webhooks
  • Encompass e-Disclosure Integration
  • Create Applications from Encompass Loans
  • Access Level Management
  • Lender Hub User Management
  • Reports Tab
  • API
    • API Overview
    • API Playground
  • Release Notes
    • Release Notes Overview
    • 2025 Release Notes
      • May 7th, 2025 Release Notes
      • April 9th, 2025 Release Notes
      • March 5th, 2025 Release Notes
      • February 5, 2025 Release Notes
      • January 8, 2025 Release Notes
    • 2024 Release Notes
      • December 4, 2024 Release Notes
      • November 6, 2024 Release Notes
      • October 10, New Feature Release: Task Due Dates & Notifications
      • October 2, 2024 Release Notes
      • September 4, 2024 Release Notes
      • August 7, 2024 Release Notes
      • July 10, 2024 Release Notes
      • June 5, 2024 Release Notes
      • May 1, 2024 Release Notes
      • April 3, 2024 Release Notes
      • March 11, 2024 Release Notes
      • February 6, 2024 Release Notes
      • January 24, 2024 Release Notes
      • January 10, 2024 Release Notes
    • 2023 Release Notes
      • December 27, 2023 Release Notes
      • December 12, 2023 Release Notes
      • November 29, 2023 Release Notes
      • November 15, 2023 Release Notes
      • November 1, 2023 Release Notes
      • October 17, 2023 Release Notes
      • September 27, 2023 Release Notes
      • September 6, 2023 Release Notes
      • August 16, 2023 Release Notes
      • August 15, 2023 Release Notes
      • July 27, 2023 Release Notes
      • June 27, 2023 Release Notes
      • June 7, 2023 Release Notes
      • May 17, 2023 Release Notes
      • April 25, 2023 Release Notes
      • April 4, 2023 Release Notes
      • March 15, 2023 Release Note
      • February 21, 2023 Release Notes
      • January 31, 2023 Release Notes
      • January 4, 2023 Release Notes
    • 2022 Release Notes
      • December 7, 2022 Release Notes
      • November 15, 2022 Release Notes
      • November 1, 2022 Release Notes
      • October 4, 2022 Release Notes
      • September 13, 2022 Release Notes
      • August 31, 2022 Release Notes
      • August 2, 2022 Release Notes
      • July 13, 2022 Release Notes
      • June 22, 2022 Release Notes
      • June 1, 2022 Release Notes
      • May 10, 2022 Release Notes
      • Apr 19, 2022 Release Notes
      • Mar 29, 2022 Release Notes
      • Mar 8, 2022 Release Notes
      • Feb 15, 2022 Release Notes
      • Jan 25, 2022 Release Notes
      • Jan 5, 2022 Release Notes
    • 2021 Release Notes
      • Dec 21, 2021 Release Notes
      • Nov 22, 2021 Release Notes
      • Nov 2, 2021 Release Notes
      • Oct 12, 2021 Release Notes
      • Sep 22, 2021 Release Notes
      • Aug 24, 2021 Release Notes
      • Aug 4, 2021 Release Notes
      • Jun 22, 2021 Release Notes
      • May 28, 2021 Release Notes
      • May 12, 2021 Release Notes
      • Apr 13, 2021 Release Notes
      • Mar 23, 2021 Release Notes
      • Feb 26, 2021 Release Notes
      • Feb 9, 2021 Release Notes
    • 2020 Release Notes
      • Dec 1, 2020 Release Notes
      • Nov 10, 2020 Release Notes
      • Oct 20, 2020 Release Notes
      • Sep 28, 2020 Release Notes
      • Sep 13, 2020 Release Notes
      • Aug 17, 2020 Release Notes
      • Jul 30, 2020 Release Notes
      • Jul 13, 2020 Release Notes
      • May 28, 2020 Release Notes
      • May 5, 2020 Release Notes
  • Client Resources
    • Client Resources Overview
    • Third Party Integrations Overview
    • Maxwell Onboarding Overview
    • Support Portal Quick Reference
    • Lender Hub User Management
    • Duplication of Applications
  • Broker Origination System (BOS)
    • Borrower Tasks in the Lender Hub
    • Exporting Client Documents from the Lender Hub
    • Exporting the MISMO 3.4 from the Lender Hub
    • Reset Password
  • Maxwell Business Intelligence
    • Data Dictionary
Powered by GitBook
On this page
  • Lender Portal
  • Dashboard Pipeline - Modified Sorting Feature
  • Documents Tab - Add Date and Time of Upload
  • Documents Tab - Select multiple files for download or LOS push
  • Custom Task for Collecting Verification of Assets
  • Only show Invite text if Borrower account is unclaimed
  • Borrower Portal
  • Document Upload Tasks: Require an Upload before Completion
  • Documents Tab - Add Date and Time of Upload
  • Other Platform Changes
  • Link to assign Teams to new applications
  1. Release Notes
  2. 2020 Release Notes

Jul 13, 2020 Release Notes

PreviousJul 30, 2020 Release NotesNextMay 28, 2020 Release Notes

Last updated 2 years ago

Lender Portal

Dashboard Pipeline - Modified Sorting Feature

Effective with this release, we have replaced the original Sort By feature with the ability to sort by clicking Dashboard column headers. This enhancement provides a more intuitive sorting design right now, and in future will also support planned enhancements to allow clients to have more control over the columns that comprise their Dashboard Pipeline.

Documents Tab - Add Date and Time of Upload

Effective with this release, Lender Portal users will be able to see the date and time that:each document was uploaded. This enhancement applies to both Borrower-uploaded and Lender-uploaded documents.

This enhancement will help the Lender Portal user to:

  1. Determine whether the latest version of a document has been uploaded.

  2. Quickly identify any document(s) uploaded since the Lender Portal user last reviewed the loan application and its associated documents.

Documents Tab - Select multiple files for download or LOS push

Until this release, only Lender Portals that were integrated with the Encompass LOS supported the ability for multiple supporting documents to simultaneously be downloaded or pushed to the LOS.

This release extends this feature to work with all LOSs with which MortgageHippo currently integrates. Within either the Borrower or Lender documents category, the Lender Portal user is now able to select all documents in one click, or multiple documents individually,

Custom Task for Collecting Verification of Assets

Many Lenders have an operational structure in which Loan Officers, Branch Managers, and/or Branch Reps initiate and sometimes complete an application within the Lender Portal on behalf of a Borrower.

Some of these Lenders also use one of our Verification of Assets (VOA) integrations. These integrations present a task in the Borrower Portal that lets the Borrower link electronically one or more asset accounts to their application, providing third-party verification of asset accounts and balances.

Lenders for whom both of the above are true had requested that MortgageHippo enhance the Lender Portal to allow the user to request, via adding this new custom Task, that a Borrower link their asset accounts using VOA.

Effective with this release, the VOA Custom Task feature is now available.

Only show Invite text if Borrower account is unclaimed

In the past, we displayed text that invited the Lender Portal user to send a link to the Borrower to claim their account whether or not the account had already been claimed. This caused confusion and a less than ideal user experience.

Effective with this release, we now display separate messages for each of the following use cases:

  • The Borrowers has not claimed their account yet.

  • The Borrower has already claimed their account.

Borrower Portal

Document Upload Tasks: Require an Upload before Completion

Prior to this release, a Borrower could mark a document upload task as Completed without actually uploading any document files.

Effective with this release, we have available an option to prevent a document upload task from being marked as Completed unless the Borrower has uploaded at least one file. This makes it impossible for a Borrowers to mark a document upload task as Completed without having first uploaded at least one document.

Documents Tab - Add Date and Time of Upload

This enhancement provides the Borrower with the information they need to determine the date and time that they or their LO had uploaded certain documents to the Borrower Portal.

Other Platform Changes

Link to assign Teams to new applications

We have long supported a special hyperlink feature that automatically assigns a newly-created application to the Loan Officer identified in the hyperlink. Clients embed this type of link in the LO landing pages within the client's own marketing web site to auto-assign an application to the indicated LO when a Borrower clicks an Apply Now (or similar) button.

Effective with this release, we have added a new hyperlink feature that will allow Lenders to assign a full team to an application, similar to the LO assignment hyperlink feature that we have long supported.

Lenders who already use MortgageHippo's VOA integration and who are interested in implementing this option should email us at .

Lenders who do not use any of MortgageHippo's VOA integrations, but who would like to explore the many benefits of doing so, should email us at .

Lenders interested in implementing this option in their Borrower task flows should email us at .

support@revvin.com
support@revvin.com
support@revvin.com