MAJOR FEATURES


Documents: Dockable Window Implementation (HOT-29001)

A dock-able window has been implemented in the Documents section, allowing users to view and manage documents in a more flexible workspace. This enhancement improves usability by letting users resize, reposition, and dock the document window for easier multitasking within the Loan Center.



Trackers: Added New Tracker "Post Funding (Investor)" (HOT-36009)

We’ve added a new Post Funding (Investor) tracker to the Tracker section in the Loan Center. This tracker provides seven statuses:

  • Awaiting Collateral Shipment (Default)

  • Investor Package Delivered

  • Investor – Conditions Issued

  • Investor – Conditions Cleared

  • Purchase Advice Received

    • Synced with the “PA Received” checkbox in the Funding/Revenue section.

    • Attempting to update this status without locking the loan triggers a warning and displays the loan lock pop-up.

    • Users must have an active edit session to make changes.

    • This tracker is only available to users who have permission to view or edit the “PA Received” checkbox in the Funding/Revenue section.

  • Check Received

    • Synced with the “Broker Check Received” loan status.

    • Users cannot update this status without an active edit session.

  • Servicing Released / Boarded




Revenue Reports: Created Separate Fee Export (HOT-35058)

A new ‘Export Fee’ button has been added to Revenue Reports, alongside the existing ‘Export’ button (similar to State Reports). This Fee Export will include all fees associated with a loan.


Key Details:

  • Fees from Sections K, L, and N are currently excluded from the Fee Export.
  • Lender Credit will appear in the normal export but not in the Fee Export.
  • Fees with no amount will still be included in the Fee Export.



Funding/Revenue: Froze Fees in Net Funding Calculation After Loan is Moved to Funded (Funding View & Reports) (HOT-35071)

As part of the update to the Funding/Revenue screen, the following changes have been made:

  • The Net Funding Calculation section on the Funding/Revenue screen will be frozen once a loan is moved to the Funding stage or beyond. An Unfreeze button will be visible in this state.
  • If a loan is frozen and the user makes any changes in Review Fees, those changes will not be automatically synced in the Funding/Revenue screen. A Sync All Fees button will be available to manually sync the fees when needed.
  • Users can freeze or unfreeze fees in the Net Funding Calculation section at any time.


Tasks: Enabled Display of Task Templates in Manual Task Creation (HOT-34767)

As part of this update, users can now utilize configured task templates when creating a manual task. Dynamic tokens included in the task will be automatically resolved if the created tasks are added to a loan file.




Tasks: Send Hourly Task Reminders to Assignees (HOT-34515)

The hourly task reminder email can be configured under User/Branch/Company settings. Emails are sent every hour during working hours (8:00 AM to 4:00 PM) and provide a summary of upcoming tasks within the next two hours, along with their count.

Hourly reminders are configurable at both user and org/branch level.



Automation Rule: Allowed Additional Roles in Loan Team Trigger (HOT-35824)

Additional loan team roles — Disclosure Desk, Funder, Payroll, Lock Desk, and Closer — are now supported in Automation Rules under:

  • Trigger: Loan Team Changes
  • Rule Criteria
  • Action: Enforce Required Fields



Automation Rule: Added New Trigger Condition on Loan Info Changes – Exclude from MCR (HOT-35617)

  • Added Exclude from MCR as a trigger option under Loan Info Changes (supports “changes” and “changes to” conditions).
  • Added Exclude from MCR as a criteria option (supports “is” and “is modified”).
  • Exclude from MCR also included in the required fields list.



Automation Rule: Added "Purchase Date" to Loan Date Changes Trigger (HOT-36062)

Added 'Purchase Date' option to Loan Date Changes trigger as:


Trigger Updates:

  • Purchase Date added under Loan Date Changes trigger with operators: changes, is set, is cleared.

Criteria Updates:

  • Purchase Date added in rule criteria with operators: does have value, does not have value, is modified, not modified.
  • Purchase Advice Received added in rule criteria with operator: is (Checked/Unchecked).
Action Updates:
  • Purchase Date
  • Purchase Advice Received


Automation Rule: Added New Fields for Existing Loans (HOT-34231)

The following Existing Loan Info fields (available only for Refinance loans) have been added under Required Field Action and Rule Criteria, along with their supported operators:

  • Loan Balance – does have value, does not have value, is modified
  • Mortgage Type – in, not in, does have value, does not have value, is modified
  • Note Amount – does have value, does not have value, is modified
  • Amortization Type – is, does have value, does not have value, is modified
  • Interest Rate – does have value, does not have value, is modified
  • Monthly Payment – does have value, does not have value, is modified
  • Monthly PMI – does have value, does not have value, is modified
  • Total of Remaining Scheduled Payments – does have value, does not have value, is modified
  • Remaining Term (months) – does have value, does not have value, is modified
  • Prepayment Penalty – is, does have value, does not have value, is modified
  • Date of Loan – does have value, does not have value, is modified
  • Loan Number – does have value, does not have value, is modified


Trackers: Updated "MERS Transfer" and "Funding Wire" (HOT-35967)

As a part of this update, the following trackers are updated:

  • MERS Transfer: Status values updated — “Not complete” → “Not Registered”, “Complete” → “Transfer Complete”, and a new status “Registered” has been added.
  • Funding Wire: Along with existing options (“Not Ordered” and “Ordered”), a new status “Delivered” has been introduced.


Disclosures: Closing Package Draw Date to be used as Doc Issue Date for all closing documents (HOT-36064)

  • The Closing Package Draw Date under Disclosures > CD Info will now be used as the Doc Issue Date for all closing documents.
  • The field name Closing Package Draw Date has been updated to Closing Disclosure/Closing Package Draw Date.


Warehouse Rule: Add two new fields: FICO and Property Type (HOT-35290)

Two new fields have been added to Warehouse Bank Rules:

  • FICO: Supports both Minimum and Maximum values.
  • Property Type: Available as multi-select checkboxes.



Manage Borrowers: Excluded Borrower updates 2.0 (HOT-34702)

The Exclude Borrower option will always be visible in the Manage Borrowers section.

  • It will be enabled when the application invite has not been accepted or submitted.
  • It will be disabled for a complete 1003 once the application is In Progress (initiated either by the Primary or Co-Borrower).
  • When the option is disabled, a help icon will appear with the message:“Cannot exclude or un-exclude a borrower when the POS application is started and not yet submitted by the borrower.”
  • If the loan is in read-only mode for 1003 (via Admin Control → Restrict editing 1003 and Fees), the Exclude Borrower option will always remain enabled.


Settings: Enabled Audit Logs on UI for User and Company Settings.

Audit logs are now available and visible in the UI for the following modules:


User Settings

  • API Integrations (HOT-34267)
  • Email / SMS Templates (HOT-34372)

Company Settings

  • Users (HOT-34052)
  • Non Delegated (HOT-34384)
  • Closing Costs (HOT-34388)
  • Lenders (HOT-34057)
  • Lead Setting > Lead Form Config (HOT-34062)
  • POS App Config, Compliance info, LOS Custom Fields, Lead Form Config (HOT-34060)
  • Email / SMS Templates (HOT-34356)
  • CP Org > Processing Fees (HOT-35276)


Disclosures: Passed Investor Name and Information via DM XML (HOT-35185)

Enhancements made to disclosures related to PartyRoleType and lender information are as follows:


Generic Product Type Handling

  • For loans created with the Disclosure Product Type set to Generic, the system now ensures that the Investor (PartyRoleType) is included in the doc-vendor export.
  • This enables downstream integrations (e.g., document vendors) to correctly identify the investor.

Lender Information Population

  • The system checks Company Settings for lender contact information (name, address, phone, email, etc.).
    • If details are configured → they are used in the export.
    • If not available → the system defaults to lender information stored in the database.
  • This guarantees that lender details are always populated, avoiding blanks in exported data.

FHAVALender Role Type

  • The FHAVALender party role is now included in exports for Brokered Loans, whether the lender is system-applied or manually applied.
  • For NON-Del loans, the FHAVALender role will not be exported.





MINOR FIXES / ENHANCEMENTS


Loan & Property: Disable Amortization Term and Interest Only fields for Reverse Mortgage. (HOT-35273)

Loan Center: Added an option to Lock Rate when the loan is registered but not yet locked. (HOT-36311)

LOS: Limited the minimum calendar date selection to January 1, 1990. (HOT-31643)

Custom Forms: A warning pop-up will be displayed when deleting a custom form that is linked to client need rules or automation rules. (HOT-36296)