New Features

HD 2.0: UI Components & Navigation

• DLR and CK Home Pages

• Current Loan Applications Component

• Client Component (Front-End and ML)

• Recently Uploaded Docs Component

• Loan Pipeline (DLR/CK View)

• New Client Detail Page

• Loan Pipeline Team Updates (FE + ML)

• New Admin/Agent/Client Navigation Menus

• Tooltips and static Scenario ID widgets added

• Email UI improvement: Button enablement and async content load

Backend Features

• Create MeridianLink Contacts when DLRs are added

• Insert Credit Report into Database

• POS: Task/Document Type Mapping

• Disable/Soft Delete Users (FE + Full stack)

• Associate DLR to CK (ML logic)

• Average Rate from OB Data

• API to retrieve outstanding tasks and docs

• Updated /loanapplications API to reflect updated date

Updates

Enhancements to Existing Components

• Updated Client, Loan, and Rates widgets with spacing fixes, better visibility, and navigation

• Adjusted "Assistant" to "Concierge Key (CK)" label

• Updated Processors' view logic to limit loan visibility

• Replaced mortgage rate widget with static scenario reference

• Removed redundant info and fixed truncation issues on client name

Bug Fixes

HD 2.0 Specific Issues

• Fixed issue where “Link to Client” still required re-selection

• “Back to Clients” button wrongly nested under “Contact Info”

• Archived toggle not functioning in Loan Pipeline

• Navigating to Client Detail showed wrong info

• Mortgage Rates widget missing “Go to Pricing” (CK view)

• DLR/CK view missing Current & Historic rate data

• Short Loan Application could not be submitted

• Blank screen when adding task from New Loan App modal

Email & UX

• Email send button remained disabled despite valid fields

• Truncated client names when text was long

• Today's Mortgage Rate widget encountered errors

• Refreshing caused page blank states in some components