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Point of Sale August Release

 

youtube-thumbnail-maker-for-gaming-critics-935 - 2024-08-16T154538.349

August 2024 Point of Sale is now LIVE.

New Features

Company Site/Company Main

  • Added the ability to list Logos on the Company Main site.

Borrower Interview/Configuration/Edit Configuration

  • Added the ability to configure/edit the Loan Term - Select the term you want to show on your Borrowers Interview page.

Notifications/Edit Reminders/Incomplete Loan Interview Reminders

  • Added the alert Loan Originator checkbox to notify when emails are sent to Borrowers regarding incomplete loan interviews.

Borrower Dashboard

  • Updated the Loan Number field to reflect subject property address when applicable.
  • Added the ability to send encrypted/password protected documents by Borrower.
  • Added the County field for subject property.
  • Added the Country field for previous addresses for Borrower and CoBorrower.
  • Added the autofill function for Borrowers who have previously completed a loan interview if the data stored is still within the retention policy period.
  • Added the opt-in and opt-out checkboxes for receiving emails and text messages.
  • Added Primary Residence for current and intended occupancies.
  • Expanded the number of assets entered to 15 when borrower enters Financial section.  This will also show on the Loan Summary.
  • Added TCPA statement with agree-to-share option on the Contact section.

General Updates

VOA Settings

  • Updated Vendor's name from FreeForm to Informative Research.

Social Media 

  • ­Updated Social Media Icons for X (formally Twitter), Reddit, Snapchat, and Telegram.

If you have any questions, please contact us or email us at calyxdcs@calyxsoftware.com.

Thank you,

The Point of Sale Team