Point of Sale 3.4 Release

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New Features

Borrower Dashboard

  • Added Opt-In checkbox to the sign-up screen.
  • Added Notes section to the email content for document requests.

General Updates and Enhancements

Admin >Borrower Portal > Banner and Colors > Edit Banner and Colors

  • Added the ability to change the color of the text and background colors for mortgage calculator and LO contact information.

Notifications > Edit Reminders > Incomplete Loan Interview Reminder>Alert Loan Originator

  • Updated the Alert Loan Originator checkbox to work independently from the rest of the reminder settings.

 Borrower Portal > Default Information and Products > Product Information

  • Added Edit button to edit content information for both English and Spanish. 

Company Site > Company Main > Edit Contents > Edit Content

  • Ability to configure the text color for the company’s main site.

Settings > Document Templates

  • Added English and Spanish tabs to set up both versions of the document template.

Borrower Interview > Disclaimer/eConsent/Result and Terms of User/Privacy Policy

  • Added Edit box: Content boxes are now read only to avoid editing in error.

Notifications > Edit Emails and Edit Reminders

  • Added Edit box: Content boxes are now read only to avoid editing in error.

 Loan Interview

  • Updated ADA compliance.
  • Updated REO question regarding owning properties for refinance loans.
  • Updated ability to enter more than two current employers.
  • Updated Mortgage Calculator.

If you have any questions, please contact us or call 800-342-2599.

 

Thank you,

The Zip Team

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