MAJOR FEATURES
ARIVE E-sign: Enhanced E-sign with Initial Support (HOT-9385)
Added a new functionality in ARIVE eSign which provides an option for users to add their initials while setting a esign document.
UWM: Added support TRAC, CYP, Loan Shield & Loan Amount LLPAs. (LENDER-6675)
Added support for following parameters specific to UWM in Pricing engine as:
- Title Review at Closing (TRAC) - Fee/Adjustments, guidelines and labels are applied according to UWM sheet.
- Control Your Price (CYP) - It defaults to being checked with a 40bps maximum adjustment. Adjustment are applied according to CYP value.
- Loan Shield - It defaults to unchecked, and adjustments are applied according to UWM sheet.
- Processing Options - Processing fees are applied based on the selected value of the processing option.
Automation Rules: Added new trigger for Borrower info changes (HOT-23368)
Trigger: Borrower info changes are introduced with the following conditions: borrower added or removed, and borrower email changes.
Automation Rule: Added new criteria - Initial TRID Date. (HOT-23498)
A new criterion, Initial TRID date, has been added to the automation rules.
Automation Rules: Added "Branch" criteria field for business rules. (HOT-23608)
New criteria for 'Branch' have been added with the operators 'in' and 'not in' under Automation Rules in Company Settings.
If the Branch criteria are selected within the rule, then that rule will be applicable to the specified branch.
Automation Rules: Add new criteria field 'Loan Channel Type'. (HOT-23835)
As part of this update, a new criteria field has been added to the Automation rules: 'Loan Channel Type' with the values 'Broker' or 'Non-Del'.
Automation Rules: Add new required field LTV. (HOT-23636)
As part of this update, a new criteria field has been added to the Automation rules: 'Loan Channel Type' with the values 'Broker' or 'Non-Del'.
Loan Pipeline and Pipeline Reports: Active Loans in COC . (HOT-14078)
- Added the ability to filter the pipeline based on open COC sessions and to export such loans through pipeline exports.
- Introduced an 'Active CoC Loans Only' checkbox in the 'More Filters' section of the loan pipeline view. Additionally, a 'Change of Circumstances (COC)' filter with the 'Active' value has been added to the Pipeline Report.
Zapier: Added support for new fields. (HOT-21324)
A number of fields have been added to the ZAPIER - Get Loan Details API.
LOS UI field name | Name in API Response |
|---|---|
Loan Officer Name | loanOriginatorName |
Loan Officer Phone | loanOriginatorPhone |
Loan Processor Name | loanProcessorName |
Loan Processor Phone | loanProcessorPhone |
Loan Officer Assistant Email | loanOfficerAssistantEmail |
Amortization Type | amortizationType |
Lien Position | lienPosition |
Credit Order Date | creditOrderDate in keyDates |
Credit Import Date | creditImportDate in KeyDates |
Credit Expiry Date | creditExpirationDate in KeyDates |
Estimated Funding Date | estimatedFundingDate in KeyDates |
Compensation Type | compensationType |
Lender Loan Number | lenderLoanIdentifier |
Initial Adjustment Period | initialFixedPeriodEffectiveMonthsCount |
Subsequent Adjustment Period | normalRateAdjustmentPeriod |
Transaction Coordinator | Business contact array |
Funder | Business contact array |
First Mortgage Principal and Interest Monthly | firstMortgagePrincipalAndInterestMonthlyAmt |
Flood Insurance Monthly | floodInsuranceMonthlyAmt - which is same as supplemental |
ProductName | lenderProductName |
Employment Details | employmentData ( employerName, positionDesc, monthlyIncome, employerPhone, classificationType, startDate ) |
broker flat fee | brokerFee |
Loan Term | loanTerm |
Reimbursements | reimbursements |
Tolerance Cures | toleranceCures |
Gross Loan Revenue | grossLoanRevenue |
Net Loan Revenue | netLoanRevenue |
Sales Contract Date | salesContractDate |
Borrower Nickname | nickName in borrower data |
principle and interest | principleAndIntrest |
Credit Report Fee | creditReportFee |
MERS number for Non Del | mersNumberForNonDel |
FundingFee | Check For FinancedFees which is already there |
Prefered Languages | prefered Languages in borrower data |
archiveDate | loan archived date |
Conditional Display of Preview LE and CD buttons on Review Fees. (HOT-22597)
The updated conditions for documents to be previewed under Review Fees are:
- The preview of the Loan Estimate will be visible before the Clear to Close status.
- The preview of the Closing Disclosure will be visible after the loan status is approved with conditions.
Review Fee: Show selected product for LE/CD . (HOT-23803)
When generating a preview of the LE/CD, the system should use the selected DM Product Plan (if one exists, i.e., if the user has selected a product via disclosure audit/generation). If no product is selected, the system should default to the generic product codes.
Export of ARIVE users list in CSV. (HOT-23809)
Added the ability to export organization users from Company Settings > Users based on filters (Active, Deactivated, Invite Sent) and the search bar.
Add CRM Reference ID in Loan Center. (HOT-23998)
We have introduced a new 'CRM Reference ID' field in the Loan Center, under the Other Details section.
Pipeline Report Feedbacks. (HOT-22086)
- Added the Payoff Ordered Date, Project Name, and Loan Narrative attributes to Pipeline Reports. Also introduced a Credit Repair Indicator filter in Pipeline Reports with 'Yes' or 'No' values. This change applies only to Pipeline Reports.
- Additionally, users can now run Pipeline Reports and Revenue Reports for future dates (users can enter a start date as a future date). This update applies to both Pipeline and Revenue Reports.
