During the scheduled maintenance window, we released the following items to the production environment with new features, services, and enhancements.
Investors
Enhanced Navigation - Prospects Board
- Inline editing is now available for prospect “Status” and “Assignment”.
- For more information, click HERE
Scorecard Enhancements
- Investors can now choose to manage a related alert when reviewing a scorecard finding (at the same time).
- Sorting has been updated to newest to oldest for all findings.
- “Date Added” column now available on all finding summary pages.
- Columns for “Date Added” and “Reviewed by” are sortable.
- Individual finding summaries now have an option to search by “Individual Name” or “NMLS ID” to easily view all findings related to a specific individual.
- Scorecard category navigation has changed. Category counts are now clickable and direct to finding summaries, instead of category name.
- Count of “Not Authorized” licenses added.
- Updated icons for “Previous Contacts” and “NMLS Removed” records.
- New icons added to easily identify if a finding is related to a current or previous owner.
- For more information, click HERE
Questionnaire Enhancements
- New icons added to identify which questionnaires are assigned to channels & have skip logic applied.
- NEW preview feature allows investors to preview and interact with questionnaire as an applicant/lender would.
- The skip logic visual diagram was replaced by the new preview feature.
- Ability to mark and filter questionnaire by “Active” or “Inactive” so only active questionnaires are available to be assigned/viewed.
- Improved navigation to include meatball menu (ellipsis) to select edit, preview, and clone options.
- For more information, click HERE
REMOVED – Manage Territories from Investor Marketing
REMOVED - Neighborhood Watch Board
REMOVED – BSA/AML Certification
Bugs Fixes:
- License Alerts – User is correctly directed to popup with related license details when selecting ‘View Record’