December 4, 2024 Release Notes
New features and updates that will be released Dec 4th by 9 am CST.
Last updated
New features and updates that will be released Dec 4th by 9 am CST.
Last updated
We’ve updated the borrower task management tab to help you quickly differentiate between completed and open tasks. A new “Open/Completed” status has been added to the borrower tasks tab, allowing you to easily identify which tasks have been completed by the borrower and which are still open. Key benefits of this update:
Clear distinction: Easily see completed vs. open tasks, making prioritizing and managing borrower tasks simpler.
Re-open completed tasks: If a task marked as complete needs further attention, you can quickly re-open it from the completed tasks list. Once re-opened, it will move to the open tasks section for both you and the borrower.
This update aims to streamline task triage and ensure better management of borrower tasks.
In the updated borrower hub, borrowers can easily view and manage both open and completed tasks. The new system clearly distinguishes between tasks that are still pending and those that have been completed. Open tasks are prominently displayed in the borrower’s follow-up task tab, helping them quickly identify what needs attention. Completed tasks are now clearly marked, allowing borrowers to review their progress.
This enhanced visibility ensures that borrowers can prioritize outstanding tasks and efficiently stay on top of their to-do list.
When a borrower selects an Adjustable Rate Mortgage (ARM) product during the application process with our pricing integration, the CHARM booklet will automatically be provided to the borrower. The borrower will also be required to acknowledge receipt of the booklet. This acknowledgment will be logged into the POS activity log, this log will include borrower-specific names, including time and date stamps for accurate tracking.
This feature ensures compliance and streamlines the documentation process for both borrowers and your team.
Updated Mortgage Insurance integration to only pull PDFs from selected MI providers
Updated our lender hub pipeline search so it will return results when names contain a space: e.g. John St. Pierre or Amy Jo Johnson.
Fixed a bug with Customization Hub pushback endpoints show records on all pages beyond the first page.
Fixed a bug with status notifications getting stuck with multiple file export/downloads.
