New Features:
Desktop Underwriter Pre-Qualification Letter
We have changed which application features are required for the Desktop Underwriter feature:
The requirement to have to enable the liabilities 1003 section for DU Pre-Qual letter has been removed
To ensure Liabilities are still populating correctly, a credit integration needs to be setup
For more information on this feature, you can read about it here!
Encompass Data Sync Plugin
This features allows users to synchronize borrower data from within Encompass with an active Floify Flow. Encompass will allow discrepancies to be rectified across the two platforms to be updated, using their fix and update button.
Synchronized data in Encompass will be available in Floify upon using the tool
Here is an article about setting up the Plugin
Coming Soon: Co-Mortgagor Updates
A couple interface upgrades are going live for all lending companies at the time of our co-mortgagors release which is on the horizon for Floify, regardless of whether or not this feature is enabled:
The lender portal will have an upgraded view that's easier to navigate
Modernized red/yellow/green bucket colors and design
We're upgrading our icon library to the latest version. Icons will still be the same, but they'll look a bit sleeker (see the screens below)
A long-awaited improvement is finally here: Clicking anywhere in the loan pipeline row will open that loan flow
Updated LO Loan Pipeline View
Updated LO Loan Flow View
Bug Fixes:
Partial updates to fix some Apply Now accessibility issues
The performance of the borrower application feature with the use of screen reader programs has been improved
The subdomain URL for redirecting loans no longer takes the LO to loan pipeline
This fixes an issue some users were experiencing with subdomain links
Milestone sets are no longer being reset to Refinance every time Loan Details modal is opened
This addresses an issue some users experienced