January 8, 2025 Release Notes

Last updated 3 months ago

Summary

Task Sorting by Due Date: We’ve improved the sorting of open tasks by due date, allowing borrowers to focus on the most important tasks first. This ensures that crucial documents are completed in a more timely manner.
Completed Task Count Badge: A count badge now appears on the "Completed" tab in the Borrower Hub, showing borrowers how many tasks they’ve successfully completed. This feature helps borrowers track their progress, providing a sense of accomplishment as the number of open tasks decreases and completed tasks increases.

Automatic Redirect Borrowers from Completed Application to Open Tasks: Borrowers will now be seamlessly redirected to their open tasks immediately after submitting an application if follow-up tasks are automatically assigned. This enhancement aims to improve follow-up task completion rates, helping borrowers focus on providing the necessary documentation promptly after submission of the application.

Completed and Open Task Sections: We’ve made managing tasks easier by introducing "Completed" and "Open" sections. This allows you to quickly navigate between tasks that have been completed by the borrower and those that still require your attention. This enhancement helps you stay on top of your borrower’s tasks more efficiently and ensures that all documents are correct.
Improved Task Sorting by Due Date: We’ve also enhanced the sorting of open tasks. Tasks that are due soon will now appear at the top of the page, helping you focus on the most urgent tasks first.

Document Deletion: You can now delete any document directly within the Documents tab, as long as it has not been synced with the LOS (Loan Origination System). This enhancement now includes the ability to delete borrower-related documents, whereas previously, only lender-related documents could be deleted.
Task Deletion: We've added task deletion functionality to the Activity Log. Now, when a user deletes a task, it is fully tracked, including task details, the user who deleted it, and the exact time of deletion. This ensures greater transparency and accountability.

Added confirmation screens with an optional Loan Officer re-direct when credit has not been run on the loan file:

Loan Officers are notified that loan data will be sent to the LOS before the loan is locked:

Fixed an issue where the Loan Pricer was not returning buy-down points for specialty loan products.
Byte's milestone update. Improved our integration with Byte to make it easier for organizations to configure the mapping of loan file milestones (statuses) between POS and their Byte LOS.

Last updated 3 months ago

Summary

Task Sorting by Due Date: We’ve improved the sorting of open tasks by due date, allowing borrowers to focus on the most important tasks first. This ensures that crucial documents are completed in a more timely manner.
Completed Task Count Badge: A count badge now appears on the "Completed" tab in the Borrower Hub, showing borrowers how many tasks they’ve successfully completed. This feature helps borrowers track their progress, providing a sense of accomplishment as the number of open tasks decreases and completed tasks increases.

Automatic Redirect Borrowers from Completed Application to Open Tasks: Borrowers will now be seamlessly redirected to their open tasks immediately after submitting an application if follow-up tasks are automatically assigned. This enhancement aims to improve follow-up task completion rates, helping borrowers focus on providing the necessary documentation promptly after submission of the application.

Completed and Open Task Sections: We’ve made managing tasks easier by introducing "Completed" and "Open" sections. This allows you to quickly navigate between tasks that have been completed by the borrower and those that still require your attention. This enhancement helps you stay on top of your borrower’s tasks more efficiently and ensures that all documents are correct.
Improved Task Sorting by Due Date: We’ve also enhanced the sorting of open tasks. Tasks that are due soon will now appear at the top of the page, helping you focus on the most urgent tasks first.

Document Deletion: You can now delete any document directly within the Documents tab, as long as it has not been synced with the LOS (Loan Origination System). This enhancement now includes the ability to delete borrower-related documents, whereas previously, only lender-related documents could be deleted.
Task Deletion: We've added task deletion functionality to the Activity Log. Now, when a user deletes a task, it is fully tracked, including task details, the user who deleted it, and the exact time of deletion. This ensures greater transparency and accountability.

Added confirmation screens with an optional Loan Officer re-direct when credit has not been run on the loan file:

Loan Officers are notified that loan data will be sent to the LOS before the loan is locked:

Fixed an issue where the Loan Pricer was not returning buy-down points for specialty loan products.
Byte's milestone update. Improved our integration with Byte to make it easier for organizations to configure the mapping of loan file milestones (statuses) between POS and their Byte LOS.