Rich Text in Thank You Message

This new feature empowers users to personalize the ‘Thank you’ message to be displayed at the end of the intake form with enhanced formatting options.

1. Custom Formatting: Users can now stylize their Thank You Messages using various formatting options such as bold, italics, underline, and more.

2. Text Alignment: Users have the flexibility to align their Thank You Messages as per their preference, ensuring a polished and professional appearance.

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Ability to add Footer

This enhancement offers users the ability to add footers to their intake forms, enriching the user experience and providing valuable information to applicants. This feature empowers users to further personalize their intake forms by incorporating images and hyperlinks into the footer section, enhancing both visual appeal and functionality.

1. Image Integration: Users can now upload and insert images directly into the footer of their intake forms, allowing for branding, visual cues, or additional information.

2. Hyperlink Inclusion: Users have the ability to insert hyperlinks into the footer text, enabling respondents to navigate to external resources or additional information seamlessly.
   
   

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Signature Pad

This enhancement provides users with greater flexibility and functionality, improving the overall signature capture experience.

1. Clearing Signatures: Users now have the ability to easily clear signatures from the Signature Pad with a simple click, enabling them to start fresh if needed.

2. Saving Signatures: With the new save option, users can securely store captured signatures for future reference or documentation purposes. This feature enhances workflow efficiency by eliminating the need for external storage solutions.

    

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Ability to use the recordType from the URL and show the config settings.

This feature provides the user the ability to utilize the recordType directly from the URL and display the configuration settings. This improvement streamlines navigation and provides users with quick access to relevant information.

Secure File Transfer Automation

The Secure File Transfer Automation feature offers enhanced functionality to streamline the process of securely transmitting files, ensuring seamless and uninterrupted file requests.

1. Improved Secure File Transport:

   • This update ensures that file requests are securely sent without any disruptions, addressing previous issues that may have affected the automation of secure file transport.

2. Automated File Request with Checklist Items:

   • With the implementation of automation, file requests now include missing document checklist items. This enhancement significantly streamlines the process of gathering required documentation by automatically identifying and including necessary checklist items.

3. Customizable Automation:

   • Users can now define the stage at which the automation triggers using a custom metadata setting. This customization option provides users with greater flexibility and control over the automation process, allowing them to tailor it according to their specific workflow requirements.
     
     

Ability to Create Loan Account

This feature gives users the ability to create loan accounts with a single button click, seamlessly integrated with payment schedule management. This enhancement streamlines the loan management process, providing users with greater efficiency and control.

1. One-Click Loan Account Creation: Users can now effortlessly create loan accounts with a single button click, eliminating the need for manual data entry and simplifying the onboarding process for borrowers.

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2. Creating Loan Account via payment schedule: Users can now create a loan account by simply generating a payment schedule and marking it as final, streamlining the process.

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Ability to select Media Request Templates from the component

Users now have the capability to select Media Request Templates directly from the component, enhancing convenience and efficiency in the request process.

Selectable Media Request Templates: Users can now choose Media Request Templates directly within the component, simplifying the selection process and expediting request creation.

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Referral ID parameter

This new feature facilitates the linking of an agent ID to a credit application, enhancing tracking and attribution capabilities within the system.

1. Enhanced Attribution: With the inclusion of referral IDs, administrators can accurately attribute credit applications to specific agents, enabling better performance tracking and reward allocation.

2. Streamlined Agent Management: The integration of referral IDs streamlines the process of managing agents by providing a clear connection between their activities and the associated credit applications.

3. Improved Accountability: By linking agent IDs to credit applications, there is increased accountability, encouraging agents to actively participate in the credit application process and strive for better outcomes.

This feature empowers administrators to effectively manage agent contributions and optimize performance tracking within the credit application workflow.

Verification checklist

In this release, We're pleased to introduce the Verification Checklist, a structured tool designed to streamline the loan application process within our loan origination system. Verification checklist is a structured list of items that need to be verified or confirmed during the loan application process. By using a verification checklist, lenders can ensure that all necessary due diligence is performed, minimizing the risk of errors or omissions in the loan approval process and helping to prevent fraud.

Here's how it elevates your operations:

• Comprehensive Verification: Verify crucial aspects of the borrower's financial profile, including employment status, income, assets, credit history, property value, and insurance coverage

• Methodical Approach: Employ a structured checklist to minimize oversights and ensure every verification step is diligently executed.

• Risk Management: Mitigate errors and fraud risks through a standardized verification process, enhancing overall security.

• Efficiency Boost: Streamline operations by simplifying verification tasks, resulting in expedited processing and heightened borrower satisfaction.

• Enhanced Due Diligence: By systematically confirming borrower information, mitigate the risk of fraud and ensure compliance with regulatory requirements.

• Improved Decision-Making: Empower lenders to make informed decisions by having comprehensive and verified borrower data at their fingertips.

• Efficiency and Accuracy: Streamline operations by following a structured checklist, reducing processing time and enhancing overall accuracy.

With the Verification Checklist, optimize your loan origination process, minimize risks, and improve the overall efficiency of your operations. We're excited to offer this feature to empower your lending team and enhance borrower experiences.

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Interview Questionniare checklist

In this release, we're excited to introduce a new feature aimed at enhancing the loan origination process: the Interview Questionnaire Checklist. This feature provides a structured set of questions designed to gather essential information from loan applicants during the application process.

Here's what it offers:

• Structured Interviews: Conduct interviews with borrowers using a systematic set of questions tailored to gather essential information.

• Comprehensive Insights: Collect detailed data on personal information, financial status, loan purpose, credit history, property details, required documentation, and compliance obligations.

• Efficiency and Accuracy: Streamline the application process by ensuring all necessary information is gathered accurately and efficiently.

• Improved Decision-Making: Enable loan officers to make well-informed decisions based on comprehensive borrower insights gathered during the interview.

• Enhanced Customer Experience: Provide borrowers with a smooth and organized application experience, fostering trust and satisfaction.

By leveraging the Interview Questionnaire Checklist, loan officers can systematically gather all necessary information, streamlining the application process, reducing errors, and improving efficiency.

This feature adds another layer of organization and thoroughness to our Lending Manager application, facilitating better-informed decisions and smoother interactions with applicants.

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Added batch job to delete duplicate signature files

We've implemented a batch job feature aimed at efficiently managing duplicate signature files within our system. This enhancement is designed to streamline file maintenance processes and ensure data integrity.

Batch Job for Duplicate Signature Deletion: Users now have access to a batch job specifically dedicated to identifying and deleting duplicate signature files. This automated process simplifies file management and helps maintain a clutter-free storage environment.