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January 20th, 2023 Release Notes

Features and Enhancements Ability for customer-facing teams to bulk transfer prospects to different teams within the same company Increas...

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Written by Foster Siebken

Features and Enhancements

  • Ability for customer-facing teams to bulk transfer prospects to different teams within the same company

  • Increased the Encompass field ID max limit from 32 to 50 characters when editing milestone recipients in LOS Settings

Bug Fixes

  • For Encompass synced prospects with auto-convert disabled, we are no longer showing an error message when an LO edits the application

  • Bulk accepting docs is no longer failing and causing backup of accepting docs

  • LO forcing conversion of application while borrower is in application will now send the borrower straight to their loan

  • Manager of team updating user's email in the Users tab will now update without needing a cache refresh

  • Resolved security issue where a user's first and last name could be set as a link on the landing page

  • Apply Now auto doc rules are now adding Bank Request (AccountChek) template docs when prospect is converted to a live loan

  • CIS by Xactus credit integration is now always using the LOS loan ID

  • Resolved an issue with Arizona and Texas state forms being enabled/disabled

  • Resolved an issue seen with MFA where users would be redirected to their team's landing page

  • Documents that are rejected with the "accept" checkbox option selected are no longer added to the borrower doc notification

  • Updated the OneDrive original doc name value to no longer use the borrower pair identifier

  • Realtors will now be able to see pre-approval letters created by LOs

  • When editing an application, an LO should now see the Employment History save correctly

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