Week of June 28th

Bugs Squashed

• We fixed an issue preventing credit authorization syncing to Encompass for MeridianLink credit providers

Week of June 21st

Bugs Squashed

• We fixed an issue where documents still in received status names were not appearing in the mark tasks as complete modal. 
• Fixed a bug that decoupled credit authorization from e-Consent
• Fixed a bug that prevents a recreation of a smart task if one already exists
• Fixed Encompass import to send Welcome Email 
• Other miscellaneous bug fixes

Week of June 14th

Enhancements

Caylx Loan Origination System

Caylx recently introduced the ability to import a MISMO 3.4 loan application.  In this release, we enhanced our 3.4 file format to support import into Caylx.

Bugs Squashed

• We fixed an issue affecting employment information when a Primary Employment Status was not provided
• Other miscellaneous bug fixes

Week of June 7th

Enhancements

Encompass Loan Application Integration

Encompass includes many checkboxes indicating that information does not apply to a borrower or co-borrower.  These checkboxes can be used as part of workflows and reviewed as part of processing and underwriting.

Maxwell now fills these fields based on the answers provided in the Loan Application. 

The list of Encompass checkbox fields which are now set automatically include (the Encompass Field ID is in parenthesis):

• Former Address - Borrower (URLA.X265)
• Former Address - Co-Borrower (URLA.X266)
• Mailing Address - Borrower (1819)
• 1c. Additional/Self Employment and Income - Borrower (URLA.X201)
• 1c. Additional/Self Employment and Income - Co-Borrower (URLA.X202)
• 1e. Income from Other Sources - Borrower (URLA.X40)
• 1e. Income from Other Sources - Co-Borrower (URLA.X41)
• 2c. Liabilities - Credit Cards, Other Debts and Leases That You Owe - Borrower (URLA.X59)
• 2c. Liabilities - Credit Cards, Other Debts and Leases That You Owe - Co-Borrower (URLA.X60)
• 2d. Other Liabilities and Expenses - Borrower (URLA.X63)
• 2d. Other Liabilities and Expenses - Co-Borrower (URLA.X64)
• 4b. Other New Mortgage Loans on the Property You are Buying or Refinancing (URLA.X237)
• Section 3: Real Estate (I do not own any real estate) - Borrower (URLA.X69)
• Section 3: Real Estate (I do not own any real estate) - Co-Borrower (URLA.X110)
• Mailing Address - Co-Borrower (1820)
• 4c. Rental Income on the Property You want to Purchase - For Purchase Only (URLA.X80)

QuickApply

We've added support for additional account types when a borrower links to their financial institution(s):

• Brokerage
• Non-taxable brokerage
• Uniform Gift to Minors Act (brokerage account for minors)
• Uniform Transfers to Minors Act (brokerage account for minors)
• 403B
• 457B
• 529
• Keogh self-employed retirement plan
• Roth IRA
• Simple IRA
• Salary Reduction Simplified Employee Pension Plan (SARSEP)
• Simplified Employee Pension IRA (SEP IRA)

QuickPricer

Minor UI Enhancements

Bugs Squashed

• LendingQB Integration: Resolve an issue preventing Assets and Other Credits from being synced with the initial Loan Application submission.
• Byte: Resolved an issue that prevented Property State from being set appropriately (if it was a read-only field).
• QuickPricer: Fixed a bug that caused the base loan amount to change when editing an existing pricing scenario.
• Other minor bug fixes