POS Release Notes

POS Release Notes - August 2022

Fixed issue where borrowers could not delete/update application data from QuickApply entries like Date of Birth or address fields.
Fixed data mapping issue on HELOCs & Refinances where current mortgage data was mapping to section 4b. Second Mortgages instead of 2c. Liabilities.
Added intended occupancy, monthly rental income, and mortgage account number to Real Estate Owned question to address data mapping issues.
Fixed a date issue on Paystub and Purchase contract to request last month's data.
Removed the Upgrade Banner for Wave 4 organizations so there is no specific date set on their upgrade application.
Resolved an issue in the classic loan application that would break new Loan Officers application templates if they had custom questions.
Fixed an issue where some Date of Birth entries were one day off in the 3.4 because of a timezone issue

Added Income Type dropdown to employment question and allow borrowers to enter multiple income types from an employer (e.g. base, commission, bonus, overtime, etc.)

Miscellaneous bug fixes to address UX and performance issues
Updated non-occupant co-borrower language to shared finances to mirror loan application experience.
Moved primary residence question to the beginning of declarations to mirror URLA

Borrowers Not Sharing Personal and Financial Data

We updated the language on the co-borrower question to say "Do you and [co-borrower] agree to share personal and financial information with each other in this application?"
If the borrowerselects "NO, keep our information separate"
- The Maxwell application is split so borrowers will not be able to see each other's assets and liabilities in the application
- The primary borrower will not see an option to login as the co-borrower at the completion of their application
- We will split the borrowers on the LOS file
- Borrowers will not be able to see each other's documents in the document vault
- Borrowers will not be able to view individual tasks that are assigned to the other borrower
- On shared tasks, the borrowers will be able to view but NOT open the document attachments uploaded by the other borrower
- On the chat, borrowers will be able to view but not open documents that are uploaded by the other borrower
The Lender will still be able to view
- All data completed on the application across both borrowers
- All documents uploaded by the borrowers
- All tasks assigned to each borrower

Improved the visibility of Skip QuickApply and resend code buttons on the QuickApply pages so borrowers can navigate those pages easily.
Fixed email case errors so we catch the same emails with different cases in co-borrower email support
Miscellaneous UX bugs and performance updates

Fixed QuickApply bug that allows borrowers to enter either 5 or 6 digit security code. If the QuickApply passcode entry fails because we cannot fetch data for the borrower we automatically redirect them to the application.
Fixed a bug where borrowers using data copied or auto-filled from their browsers were not getting saved. e.g. a copied employer phone # or an auto-filled address field.
Fixed an error where some ethnicity or race selections were not saved for the borrower.

Fixed bugs related to Loan Notes not displaying for team members.
Fixed a bug that was moving previously completed applications to incomplete when new team members were added to the loan file.