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March 30, 2020 Release Notes

The borrower delay/personal note enhancement. If 'delay borrower loan flow access' is enabled on a loan, the personal note can be added an...

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Written by Foster Siebken
  • The borrower delay/personal note enhancement.

    If 'delay borrower loan flow access' is enabled on a loan, the personal note can be added and will be included in the Needs List email if the applicable merge field (${PersonalNote}) is included in the template. The personal note popup will be surfaced for verification/editing when the borrower is added to the loan flow.

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