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’