During the scheduled maintenance window, we released the following items to the production environment with new features, services, and enhancements.
Investors
NEW Client Financial Settings
- Investors can now automate financial requests at the client level and all changes to the automated schedule are captured in history
- Please Note: If global financial settings are set for the channels which the client belongs, client specific settings will override the global settings for the client
- For more information, click HERE
- Please Note: If global financial settings are set for the channels which the client belongs, client specific settings will override the global settings for the client
Global Financials – History Added
- A history log has been implemented for Manage Financials so investors can track their bulk request actions
- For more information, click HERE
Client Financials - Added Warning Message
- To help prevent duplicate requests, a warning message now displays when investors request financials that have already been uploaded by the lender
- For more information, click HERE
Lenders
Enhanced Agency Approvals
- Implemented Inline editing
- Added the ability to upload agency approval letters directly to the agency approval section so all investor partners can access the disclosed information in the same place
- For more information, click HERE
Bug Fixes:
- Manage Channels
- Screen Message Wrapping
- Manage Channels - Percent sign added for ownership verification
- Client Profile - Business Tax ID should be 9 digits