During the scheduled maintenance window, we released the following items to the production environment with new features, services, and enhancements.
Investors
Reports
- Investors now have the ability to grant different users different report access
- For more information, click HERE
Contact Lists
- Contacts are now always current and refresh each time viewed
- New icons to help indicate when contacts no longer meet the list criteria and/or have been added to lists manually
- List criteria can now be modified for existing lists
- Contact List export now includes related Company NMLS ID and Company Name
- For more information, click HERE
Home Page
- Users can now bookmark their preferred home page
- For more information, click HERE
Lenders
UPDATED Weekly Status Report
- The notification has been updated to include outstanding Financial Requests
- For more information, click HERE
Financials BETA – New Red Exclamation Icon
- To help guide lenders to their outstanding requests, an icon now displays when at least one Financial Request is outstanding
- For more information, click HERE
Reports
- Lenders now have the ability to grant different users different report access
- For more information, click HERE
Lenders/ Investors
Enhanced Navigation
- Several areas of the platform have been updated. Functionality has not changed, but users may notice slight navigational improvements for a better user experience, such as inline editing, less clicks, and a decrease in multiple browser tabs opening while navigating
REMOVED – General Investor Questions
- These questions have been removed from the lender account. Investors that require these details can create their own custom questions within their questionnaire(s)
Bugs Fixes:
- Social Media Marketing – LinkedIn posts cut off or missing images on some posts (not all)