Release Notes –December 2021

Week of December 20th 

Features 

Bug Fixes & Miscellaneous updates Updates

  • Fixed required question validation issues for enhanced loan app 

Week of December 13th 

Features 

Enhanced Loan Application Template Management 

Org admins who are using the Enhanced Loan Application are now able to configure their loan template to show, hide, require and add questions they desire. 

To Access the Enhanced Template Manager

  1. Log in as an org admin 
  2. Go to Settings 
  3. Click Loan Applications 
  4. Click on the edit pencil of the template you want to configure

Show/Hide Questions 

By default, all 3.4 ULAD questions are displayed to the borrower. However, if there are specific questions you wish to hide. Navigate to the question you wish to hide. Click on the hide icon and the question will switch to the hidden. Showing a question works the same way. 

Mark Required/Optional 

Similarly, all 3.4 ULAD questions are by default marked as Required but you have the option to mark any question as optional if you prefer that experience for your borrowers by clicking the Mark Optional or Mark Required Button. 

Any question that is optional will display (Optional) behind the question text in both the template and for the borrower. 


Bug Fixes & Cosmetic Updates

  • Cleaned up Refinance 3.4 XML on Enhanced loan application 
  • Added ability to clear answers on Enhanced loan application responses 
  • Updated Mortgage Insurance calculations for FHA and USDA loans and in turn their impact to APR
  • Removed import from 3.2 file links from the application as Fannie Mae no longer supports that file type 
  • Fixed required question validation issues around date picker inputs in Enhanced loan application 
  • Resolved an issue on Lender Dashboard on Pipeline and Team Member dropdowns so we can select pipelines where team members do not have loan files yet.
  • We're now displaying APR on the on the see additional products view in QuickPricer
  • We now create SmartTasks for co-borrowers for all SmartTasks types

Week of December 6th 

Features 

Individual co-borrower credit pulls

We updated our credit pull feature to better support individual co-borrower credit pulls 

Separate credit reports for individual borrowers will pull and display in the tasks and documents tab and the credit report data exports to Encompass as individual co-borrowers. 


Bug & Cosmetic Fixes

  • V2 Application fixed future data selection for completion of tour of duty in the military question 
  • Updated QuickPricer labels (Points, APR, and Mortgage Insurance) 
  • Fixed Factual Data credit export to Encompass

Was this page helpful?

YesNoSubmit feedback