Point Of Sale August 2024

Borrower Dashboard

  • UI enhanced……………………………………………………………….........2:02
  • Update Loan Number field to Subject Property Address when applicable...2:26
  • Document Upload to take password-encrypted documents………………...3:00
  • Include Opt-In to receive informational texts…………………………………..3:44
  • Include Unsubscribe from email requests and reminders……………………3:49

 

Admin Site

  • Loan Terms configuration………………………………………………………3:54
  • Alert Loan Originator when Interviews are abandoned………………………4:59
  • Set start date when enabling reminders………………………………………5:52
  • Add Logo Options for Company Main Site…………………………………...5:56
  • Updated Social Icons…………………………………………………………...6:12
  • FormFree > Informative Research……………………………………………..6:32

 

Company Site

  • Updated Language selection icon……………………………………………...6:54

Loan Interview

  • New field “County” for Subject Property Address…………………………………………………………….…....................7:32
  • New field “Country” for Previous Addresses for Borrower and Co-borrower…7:38
  • REO section to include Primary Residence for Current and Intended Occupancy Questions…..............................................................................................................7:45              
  • TCPA Statement………………………………………………......………………7:56
  • Expanded Assets to 15 total………………………………………………………………………………….8:27
  • Pre-populate some information if Borrower had completed previously……......9:00
  • VOA Invite / Memo Borrower…………………………………………………....... 9:35