June 5, 2024 Release Notes

Review new features and bug fixes from our June release.​​ ​​ ​​ ​​ ​

Summary

• LOS Integration - Finastra Mortgagebot LOS

• Pricing Engine - Changes in the Default Pricing Order and Additional Sorting Options

• EPPS Pricing Integration - Add Specialty Products to EPPS Rate Call

• LOS Integrations - Success, Warning, and Error Messages Improvement

• Pre-Qualification Letters - Option to Preview the Letter Before Generating

• Application Tasks - Collapse Application Task Section in Lender Hub

• Follow Up Tasks - Ability to Remove Tasks That Will Never Be Completed

• Pipeline Export Fields - Added the Mobile Phone Number to Export Fields

• UI Improvements

• Bug Fixes & Code Cleanup

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LOS Integration - Finastra Mortgagebot LOS

We are thrilled to announce our latest integration with Fusion Mortgagebot LOS. This new integration works similarly to the LOS we have integrated with so far. It offers various functions, including:

• The ability to import a mortgage application from our POS using the latest MISMO 3.4. This file includes automated underwriting findings, credit pull, verification of assets, verification of employment, and pricing.

• The ability to track changes made in Mortgagebot LOS regarding changes in loan status. This feature will allow us to show the status in real-time in the lender milestones.

• The ability to submit documents required to satisfy the conditions of your application.

Push the loan file to Mortgagebot LOS

• Value to Clients: A new LOS integration, expanding the options we offer available to our clients, improving the experience.

• Leveraging this Feature: Clients should contact [e-mail] if they want to start using this new integration.

Pricing Engine - Changes in the Default Pricing Order and Additional Sorting Options

You can sort the results obtained from pricing with different options. By default, the order will be the one provided by the pricing engine, by loan product.

It will also be possible to order it:

• By name

• By rate

• By monthly payment

• By term

The selected product will always be displayed at the top, regardless of the sort applied. This new option will be available in the Lender Hub and the Borrower Hub.

From the Lender Hub

From the Borrower Hub

• Value to Clients: It will help lenders and borrowers easily navigate through all the pricing options.

• Leveraging this Feature: This feature is available by default with this release for all clients who use any of our pricing engine integrations.

EPPS Pricing Integration - Add Specialty Products to EPPS Rate Call

Our rate call now includes EPPS specialty products, such as HomePossible and HomeReady. These products will now be visible according to lender-configured eligibility settings.

• Value to Clients: Access to all special products available.

• Leveraging this Feature: Our EPPS clients should contact [e-mail] to let us know if this is something they would like us to enable for them.

LOS Integrations - Success, Warning, and Error Messages Improvement

We updated the success and error notifications after LOS pushes to provide more clarity on the sync status to lenders.

Additionally, we implemented a new warning message to alert users when an error occurs after a successful push. This includes situations where a field was not updated, the loan is locked or in use in the LOS, or any other error that may arise. Once the issue is corrected, the warning will be cleared.

Application was successfully pushed to the LOS

Application was successfully pushed to the LOS but with a warning

Application failed to push to LOS

• Value to Clients: It will give more detailed error messaging for sync failures and resolves an issue where original error message was persisting even though the file had successfully retried and synced.

• Leveraging this Feature: This feature is available by default with this release for all clients who use any of our pricing engine integrations.

Pre-Qualification Letters - Option to Preview the Letter Before Generating

Clients are able to preview the Pre-Qualification Letters from both, the Lender Hub and the Borrower Hub.

This will allow lenders and borrowers to view the letter with the information before or after:

• The lender has included or modified the custom message from the Lender Hub.

• When the lender has chosen to include the home sale contingency in the letter.

These changes will be visible to both lenders and borrowers who have been given permission to generate their own Pre-Qualification Letters.

Preview option

• Value to Clients: Borrowers and lenders can review the modifications to the letter prior to its generation.

• Leveraging this Feature: This feature will be enabled to all clients who have the Pre-Qualification Letter activated without any configuration.

Application Tasks - Collapse Application Task Section in Lender Hub

Previously, in the "Borrower Tasks" tab within the Lender Hub, the Application task section would remain expanded even after the borrowers had completed all the tasks in this section. Once the Application task is complete, by default it will collapse, bringing the focus to incomplete tasks.

• Value to Clients: This implementation will facilitate the lender's access to the Follow Up tasks.

• Leveraging this Feature: This feature is available by default with this release.

Follow Up Tasks - Ability to Remove Tasks That Will Never Be Completed

We have introduced a new feature that enables the deletion of any outstanding follow-up tasks from the Lender Hub. This includes both Custom Tasks and Document Upload tasks that have not been completed. A "delete" button will now be visible within the Lender Hub for all such tasks.

When the task is incomplete, it is possible to modify and delete it

Once the task is completed it is not possible to do it

• Value to Clients: This will give the lender greater control over the tasks in their application flow for each specific case.

• Leveraging this Feature: This feature is available by default with this release for all clients.

Pipeline Export Fields - Added the Mobile Phone Number to Export Fields

Added a new field to the available Export Fields in the Customization Hub. With this, it will be possible to export the borrower's mobile number in the CSV file.

• Value to Clients: Improving the Lender Hub user experience.

• Leveraging this Feature: Our clients should contact [e-mail] to let us know if this is something they would like us to enable for them.

UI Improvements

• Speed Up Complete Task Animation: We make the check mark animation transition quicker when completing one task and moving to the next one.

• Updates in the Co-Borrower Task: Update verbiage "Do you want to invite a co-borrower?" to "Do you want to add a co-borrower to your application?"

• Updates in the "US Address" Field: Added a "County" input to the "US Address" field, displayed in "full" or "city/state/zip" modes. If Google API validation returns a County, the user can modify it if needed.

• Updates in Address State Selector: Property state selector now include state abbreviations and full state names.

• Updates in "Documents" tab: Improve some visual issues such as with long names, icon and centering. This could be seen in the Lender Hub and Borrower Hub documents tabs.

Bug Fixes & Code Cleanup

Borrower generated Pre-Qualifiction Letters custom message contingencies disappearing on regeneration of letter.