- 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.
Have more questions? Submit a request
Please sign in to leave a comment.