Getting Started

Release notes

Release history The latest version was released 3 week 5 days ago.
This is release number v1.6.7 since March 2, 2020.

Version v1.6.5 November 23, 2019

(DN1-T81) Order Form & Supplier Cover Letter

NEW FEATURES

  • Generate & attach Order Form, Supplier Cover Letter during customer schedule
  • User can populate latest Order Form & Supplier Cover Letter
  • Ability to add additional parties associate with different signing

Supplier Cover Letter

a. Mailing address should remove county
b. Address format should be standard line 1 and line 2 with line 2 being City, State & Zip code
c. Place Source Point logo left hand side and place Source Point location details under the logo
d. Show one or more additional parties associate with signing
e. Removed hyphen between state code & zip code, leave white space between each other
f. Removed Borrower Title. Show title along with borrower name only if borrower title is “DR”

Order Form

a. Remove hyphen between state code & zip code, leave white space between each other

(DN1-T38) Order Entry, Order Summary, Scheduling Module

NEW FEATURES

  • Provision to capture Singing Date Time, Special Instruction, Address Notes , Customer Branch while open new order
  • Removed Is Signing address same as? In the scheduling screen and place option to edit singing location and details
  • User can add new customer branch and setup can be configurable by role level

(DN1-T98) Signing Checklist & My orders signing queue

NEW FEATURES

  • Pre & Post Closing - Change verbiage Pass/Fail instead of Yes/No
  • Change the checklist sequence with respect to below items
  • Change tracking bar with respect to below items
  • Change My Orders signing queue tracking bar with respect to below items

a. Pre Closing QC
b. Vendor Assignment
c. Doc Sent
d. Logistics Call
e. 2 Hours Signing Confirmation
f. Signing Confirmation
g. Critical Docs Back
h. Post Closing QC
i. Docs to Lender

(D-3-T9) History & Audit Log

NEW FEATURES

  • Show recent activity in first
  • Date format should be mm/dd/yyyy across

Signing Audit Log (Field Level)

  • Field level audit log in singing module
  • User can view consolidated audit log and provision to export excel

Follow-up Audit Log (Field Level)

  • Field level audit log in Follow-up module
  • User can view consolidated audit log and provision to export excel

(DN1-I8) Follow-up Module & Report

NEW FEATURES

  • User can create Follow-up on user level
  • User can perform Follow-up controls such as Create, Edit, Start, Stop with comments and remarks. Also define Follow-up type and priority
  • Follow-up type could be setup under master level
  • Pop over notification with count on the top panel. So user can view their Follow-up based on date and priority
  • Ability to filter or generate report for consolidate Follow-up. This can be role level configurable. Also provision to export as excel format

(DN1-T80) Notes & Report

NEW FEATURES

  • Provision to export notes in order level
  • Enhanced UX, so notes can be add by user asynchronous without refresh browser
  • Date format changed mm/dd/yyyy
  • Ability to filter or generate report for consolidated notes. This can be role level configurable. Also provision to export as excel format

(D-1-T141) My Orders Queue

NEW FEATURES

  • Removed mandatory field in queue filter
  • Added state field as filter
  • Singing state added in all different queue with sorting facilities

(DN1-T76) Current workflow status

NEW FEATURES

  • Fixed current workflow not showing properly
  • Showing current workflow with respect to singing tracking bar
  • Removed Status Label for closing queues

(DI1-T5) Performance Enhancement in Customer Configuration

NEW FEATURES

  • Optimized complex queries in order to reduce latency when customer configuration

(DI1-T5) Performance Enhancement in Abstractor Tracker

  • Optimized complex queries to provide better user experience and performance in Abstractor Tracker all queues