November 1, 2022 Release Notes
Lender Portal Changes
Activity Log
With this release, the LOs will be able to see the main events have taken place in the application they are reviewing as well as who has performed those events. They will see the exact date and time when each activity was carried out. Note that the information in each application can only be seen by Lender Portal users with access to said application.
The Activity Log tracks the following events:
Borrower Added to application
Borrower Removed from application
LO Assignment
LO Unassignment
Custom Task Creation
Application completed
Application submitted
Application pushed to LOS
Application sent to AUS
Application sent to credit provider
Completed tasks
Milestone updates
Status updates
Application freezing
Application unfreezing
Application moved folder
This list will increase with time.
Value to Clients: The LOs will be able to track, more easily, the activities that are carried out within the application. Increase productivity, allow identification of possible problems and fix them more quickly.
Leveraging this Feature: This feature is available by default with this release.
Byte auto-retry push
With this release, our clients that use Byte as their LOS will have auto-retry when the auto-push to Byte fails due to the server being offline. From now on, instead of having to manually push applications to Byte because the Byte sever being offline when the auto-push took place, the retry will be done automatically after the failure. Every 3 retries the waiting time between one attempt and another increases from 5 minutes, 15 minutes and 30 minutes.
Value to Clients: Increase the LO productivity.
Leveraging this Feature: This feature will be enabled for all clients that use Byte and that have auto push of applications enabled.
Enhancements to Lender Portal filters:
With this release, the Site Name filter that is available in the Applications and User Management Pipelines will be ordered alphabetically. The Status filter that is available in the Applications Pipeline will also be ordered alphabetically.
Value to Clients: Increase the LO productivity.
Leveraging this Feature: This feature will be enabled to all Clients without any configuration.
Integrations
DocuSign
From now, it will be possible to use DocuSign as an eSign provider within your Revvin Lender Portal. This integration will allow Lender Portal users to request eSignatures through the ‘Sign Documents’ task and upload the documents that require a signature. The Borrowers will be able to quickly review those documents and eSign them in the Borrower Portal.
Value to Clients: Increase the LO productivity.
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