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August 31st, 2023 Release Notes

Version: v45.6.0   Feature Release Sending Pre-Approval Letters via Email LOs and realtors will have the ability to send pre-approval le...

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Written by Foster Siebken

Version: v45.6.0

Feature Release

  • Sending Pre-Approval Letters via Email

    • LOs and realtors will have the ability to send pre-approval letter PDFs to necessary parties via email, either at the time of letter creation or at any time post-creation.

    • This update also addresses various usability issues to improve the user experience when creating pre-approval letters, including enhanced information hierarchy and the ability to preview letters before finalizing them.

    • Users can now view a preview of the pre-approval letter before creating them

    • Users can also now quickly generate multiple pre-approval letters in the same session

    • Companies will no longer set a limit on the number of pre-approval letters that can be created per loan

    • To turn this feature on, please submit a ticket to [email protected]

Bug Fixes

  • The “Home Dashboard” set in a user’s profile settings will be honored on login

  • The “Current Address” section in the 1003 application will appear accurately when required in Apply Now settings

  • Adding lengthy custom questions to Apply Now settings no longer causes alignment issues

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