During the scheduled maintenance window, we released the following items to the production environment with new features, services, and enhancements.


All Users


User Authentication updates :

  • User authentication updates are here! As a reminder, your email address is now your user identity. Users will now use their email address and password to authenticate when logging into Comergence.
  • As part of this change, we’ve updated password policies system wide to align with cybersecurity best practices.
    1. Organizations will no longer manage their own password policies.
    2. Any user with a current password that does not comply with the new policy will be prompted to reset their password before logging in.


Investors


*Investor mobile users: 

  • The investor mobile application will be temporarily unavailable until the latest version of the application is approved by Google and Apple.
  • Once the update is available, mobile users will be prompted to update the application.
  • Mobile users will need to log in with their email address as their username.


Enhancement - Solution Center 

  • New loan programs and new products were added.
  • Tool tip was added to the “About Us” field label. 
    • For more information, click HERE


Enhancement -Application workflow 

    • Financials were added to the application workflow. Applications will not reach lender review until the outstanding financial request is fulfilled.
    • When financials are waived by investors, document logic has been applied to move the application to the next appropriate application status.
  • If financial documents are outstanding while the application is in 'Lender Review' or 'Document Required' status, investors will have the option to approve the application. Users will receive a message that will display, There are outstanding requirements for this application with a link that will allow users to navigate to the application summary for the client.
    • For more information, click HERE


 Enhancement – Application Summary 

  • Cleaner layout
  • Financials have been added to the account information.
  • All account information labels have been updated to links for easy navigation.
  • Last Updated date has been relabeled and updated to Date.
    • For more information, click HERE


Enhancement – Application print package 

  • Print package now includes financials.
    • For more information, click HERE

 

Enhancement – Client Profile/ Warehouse Section 

  • New updated card layout.
  • New inline editing.
  • Covenants fields have been added.
    • For more information, click HERE


Enhancement -Client Profile/ Investor 

  • Email address field has been added to the self-reported investor records for lenders.
  • Users can click on the email address to open a new email.
    • For more information, click HERE


Lenders


Enhancement – Lender Home page 

  • New Upload Financials button for requested financials
  • Financials added to applications process of actions
    • For more information, click HERE


Enhancement – Solution Center 

  • New products and loan programs added to filters.
    • For more information, click HERE


Enhancement - Client Profile/Warehouse 

  • New updated card layout.
  • New inline editing.
  • Covenants fields were added.
    • For more information, click HERE


Enhancement -Client Profile/ Investor 

  • Added email address in the self-reported investor records for lenders.
    • For more information, click HERE


Enhancement - Social Media Audit finding record 

  • Users will now be able to assign users to finding records.
  • Icon was update when saving internal comments. Users will now see Add Comment and Cancel buttons.
    • For more information, click HERE


TPO Weekly Status report notification update

  • Authorization requests will be included on the notification.
    • For more information, click HERE