We are excited to introduce new features and improvements to enhance your experience with the Mortgage POS platform. This release includes the following enhancements:
Loan Officer Reassignment Notifications
We’ve added a New Loan Officer (New LO) option among the carbon copy (CC) entities on the Reassign Loan Officer email template. Loan officers will now receive notifications whenever a borrower applies with another loan officer who is not licensed in their state. This feature facilitates prompt loan reassignment, ensuring compliance and smooth loan processing. (FDT-693)
Customizable Pre-Qualification Letter
We are thrilled to announce a powerful new feature aimed at meeting the demands of providing professional personalized pre-qualification letters that precisely represent borrowers’ financial status and borrowing potential. With this release, lenders can now customize the content of the pre-qualification letter to include their company’s logo, contact information, and any other relevant details.
Key Highlights:
- Customize Pre-Qualification Letters: Lenders now have the flexibility to personalize pre-qualification letters, tailoring them to their specific branding and communication needs.
- Showcase Your Brand: Add your company’s logo to the pre-qualification letters to enhance brand visibility and create a more cohesive borrower experience.
- Tailor Contact Information: Ensure borrowers can easily get in touch by including your updated contact information within the pre-qualification letter.
How to Access the New Feature:
To take advantage of this exciting feature, follow these simple steps:
- Navigate to the “Admin” section of the platform.
- Select “Configuration.”
- Look for the new “Pre-Qualification Letter Template” section.
- Customize the content and branding elements to reflect your preferences.
(FDT-676)
Webhook Notification for Uniform Residential Loan Application (URLA) Data Update
Thanks to the previously introduced webhook + event enhancements (FDT-708), we can now streamline the handling of notifications for different tailored system events to align with your unique business requirements. For any change that happens to URLA (Form 1003) data after a loan has been submitted, the system can send real-time notifications via registered webhooks to any designated party as you wish. (FDT-726)
