Nov 22, 2021 Release Notes
Last updated
Last updated
Effective with this release, the name of the main section of the Lender Portal has been updated from Dashboard to Pipeline.
For some time, the User Management Pipeline has included a column called “Last Updated”, which captures the date and time of each user's most recent log in to the Lender Portal:
Effective with this release. we have added the Last Updated column to the CSV download as well. Lenders can potentially use this field as a measure of Loan Officer (or other user) adoption and engagement:
This enhancement allows agents to add text styling to the Bio field in their User Management profile record. The Bio field appears in the Loan Officer Landing Page, an optional feature that Lenders can enable to provide their Loan Officers with their own marketing landing page.
Starting with this release, if the Borrower and Co-Borrower are not spouses, then our platform prevents the Borrower from eSigning on behalf of the Co-Borrower using HelloSign.
To eliminate the risk that a Borrower could upload a supporting document with a file format that MortgageFlex does not support, our platform now automatically changes the format of all uploaded supporting documents to PDF before pushing them to MortgageFlex.
