What's New 2015

December 2015

  • The ability to block or allow Internet Protocol (IP) Addresses through the IP Address Whitelist has been added. Additional details can be found on the Security help page.
  • The ability to block or allow Internet Protocol (IP) Addresses through the IP Address Whitelist has been added. Additional details can be found on the Security help page.

  • When copying an existing account, the account can be copied with or without the document content associated to the existing account.

    • At this time, select YES when asked the question “Do you want to use the same content repository as source Account?” in order to receive the same content associated to the source account. If your existing account has custom content and you do not want the same custom content associated to the new account, please contact us.

    • In the future, we will be enhancing this feature to accommodate the option of copying content and excluding the custom content if desired when copying an account by selecting NO

November 2015

  • Terms of Coverage field for Post-TRID fees that are in the Prepaids section is now based on the transaction payment frequency.

  • When a Fee Name is equal to Processing, the warning "Applicable for Florida jurisdiction only" has been removed from the Fee page.

  • Two new Alternate Address types have been added: Branch Office, and Release of Lien, to the Addresses page.

  • Confirmation will now be required to add an existing user to an account unless the user is already assigned to the account.

  • Corrected customer reported issue for the count of Account Administrators.

  • On the Index page, the number of characters in the Description has been increased.

October 2015

Emails sent from Administration to users now inform them of the ability of account administrators to solve user creation, permission, and password issues.

September 2015

  • When editing a Loan Definition Policy, the Default drop-down options for ATR/QM Test now reflects information from saved polices.

  • When using the Share with ORGs function, the Select check box for all organizations did not work properly when an Account had more than 100 Organizations. This has been resolved.

  • Help content is now supported for the following areas:
    • Fees and Charges

    • Policies

    • Templates

    • Pages with specific help areas will go the main help page.

August 2015

  • Help content for ComplianceOne® assumptions has been added.

  • Help content for the Fees & Charges page has been updated.

  • Help content for the Policies page has been updated.
  • Help content for the Templates page has been updated.

  • Help content for the Organizations page has been updated.

  • Post TRID defaults for Variance Types and Section have been updated for multiple Fee Names.

  • For the Loan Officer contact, a new field called Extension has been added that will allow up to 7 digits.

  • When User Information, Challenge Questions or the User's Password is updated, an email notification is sent to the email address for the user. If the email address is part of the change, the email will be sent to the previous and current email addresses.

August 2015

  • Help content for ComplianceOne® assumptions has been added.

  • Help content for the Fees & Charges page has been updated.

  • Help content for the Policies page has been updated.
  • Help content for the Templates page has been updated.

  • Help content for the Organizations page has been updated.

  • Post TRID defaults for Variance Types and Section have been updated for multiple Fee Names.

  • For the Loan Officer contact, a new field called Extension has been added that will allow up to 7 digits.

  • When User Information, Challenge Questions or the User's Password is updated, an email notification is sent to the email address for the user. If the email address is part of the change, the email will be sent to the previous and current email addresses.

July 2015

  • Creation of What’s new for Administration page.

  • The Organizations page has been addressed to provide better performance with accounts that have many organizations and contacts.

  • When editing a Variable Rate Policy, the user will no longer be able to edit the Current Rate field. This field will be set by the Index.

July 2015

  • Creation of What’s new for Administration page.

  • The Organizations page has been addressed to provide better performance with accounts that have many organizations and contacts.