What's New
Microsoft 365 Migration and Auto-Provisioning
When a user becomes DLR-eligible, the platform now automatically provisions a Microsoft 365 mailbox. When a user is disabled, their O365 license is removed, and sign-in is automatically blocked. No manual steps required on either end.
Loan Officer Review
Before a loan is submitted to the Deal Desk, the originating Loan Officer now has a dedicated review step. After the borrower completes the 1003 and required tasks, the LO is notified via email and directed to a review screen where they answer any additional information questions and confirm the loan is ready to go. Only after the LO approves does the loan proceed to MLM submission.
Loan Application Pipeline: Filter by State
The Loan Application Pipeline now supports filtering by state. Loan Officers and admins can narrow their view to loans in a specific U.S. state, making it easier to manage regional books of business.
Borrower Loan Status Tracker: Expanded Milestone Timeline
The borrower-facing loan status tracker now aligns with the full milestone timeline that DLRs and CKs see in "View Full Details," giving borrowers a clearer picture of exactly where their loan stands at every stage.
Property Type Clarity
Property type selection labels have been updated to reduce confusion for borrowers filling out the loan application.
New Values
- Single Family House
- Townhouse / Attached Home
- Planned Unit Development (PUD)
- Condominium (Condo)
- High-Rise Condo
- Detached Condo
- Co-op (Cooperative)
- Manufactured Home
- Manufactured Home - Multi-Wide
- Manufactured Home - Single-Wide
- Manufactured Home - Condo
- Modular Home
Performance & Style
Upgraded key components for faster rendering and standardized styling across the platform for a more consistent look and feel.
Bug Fixes
- LO Review status corrected: The LO Review status is no longer reflected as the loan's overall status after submission to MLM.
- Outdated links removed: Cleaned up stale links from the platform interface.
Coming Up Next
- Additional emails triggered by loan status, including realtor notifications
- Customizable pricing templates on the Pricing page
- Disclosure tracking section in loan summary
- AI document analysis pipeline improvements
- Loan application (1003) enhancements covering the final gaps between the platform and lead sheet
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