SUMMARYToday’s CD Balancing updates include:
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CD BALANCING
Enhanced formatting for custom email notes
When putting in custom notes into the settings panel for the initial and final emails, you can now add bold, italic, underline, bullets, and numbering.
CD BALANCING
Streamlined Closer Communications
Closers were receiving too many emails when they kicked off an entry. They were CCed on the email to settlement but also received an email directly that the entry had been kicked off. We now have a setting to suppress the email being sent directly to the closer.
CD BALANCING
Ability to edit settlement office email
We now allow users to directly edit the settlement office email on the show page via the pencil button
CD BALANCING
Only mark the most recent title CD as “current”
We now show in the UI the exact reason a document was unable to be parsed
CD BALANCING
Customizable Upload Settings for Supplemental Docs
Right now if a lender uploads a supplemental document manually it is automatically bundled with their other supplemental documents. Now we have a setting that allows the document to sit separate of the bundled package so it is noticeable a new document has been uploaded..
CD BALANCING
Visibility for Settlement CD Uploads
Time of settlement CD upload is now tracked in the dashboard in a column called “Settlement Added Docs."
