Release 63 – Hello Landing Pages

Today is our first release of 2021! We have launched a handful of new features along with mountains of bug fixes and improvements.

Landing Pages

Unique brandable lead campaigns driven by Google and Facebook Analytics and integrated with accurate online pricing. Read more about landing pages here

Contacts Taskbar

We have moved the Loan Contacts Card to the taskbar to be more accessible no matter where you are in the application. You can even select which contacts are important to you, and pin then just like you can in the Custom Taskbar. Loan Officer and Processor assignments are now integrated into the contacts bar to keep all of your contact information in one place.

Other Features, Changes, and Bug Fixes

  • Documents batch action status selection
  • Add closer role (located in contacts taskbar)
  • Add Past Due notification for workflow tasks in the Slack daily summary
  • Property type support for multiple financed units, commercial properties, attached/detached properties
  • Various 3.2/1003 improvements
  • Add a 3.4 Download Action Button (Yellow button, right next to the 3.2 Download)
  • Show notice of expired pricing in the registration dialog
  • Hide ICD Dates on key dates panel (they are shown already on the orders section)
  • Respect loan tags for fees and product descriptions during manual pricing
  • Use rental losses as a liability instead of negative income
  • Remove duplicate “Alterations, Improvements, repairs” from DOT
  • Remove 0% down payments in 3.2 when provided
  • Use estimated value for appraisal if provided in 3.2
  • Filter lost leads from closing specialist channel
  • Remove orphan addresses during loan save
  • Include “Other Housing Expenses” as Housing Expense in DTI
  • Add asset type support on 1003 for “Proceeds from sale of non real estate asset”
  • Add back selected coborrower military fields onto the loan form
  • Fix annual/monthly amount conversions
  • Check for coborrower removal on included housing expenses for monthly payment calculation
  • Fix various loan form validation messages
  • Fix scrolling problem on large dialogs
  • Fix missing LO/Processor assignment on advanced search
  • Ignore 10 month DTI rule for Lease Payments liabilities
  • Fix non borrowing individual marital status selection
  • Remove teams Org Chart
  • Fix amortization term filters on admin pricing
  • Add a warning for appraisal value set to $0
  • Fix Submitted to UW dialog selection issue
  • Remove Loan Seller Tax ID
  • About pages, loan officer bio changes
  • Fix phone number display on 1003
  • Fix loan restructure save issues