Author: Nate Christensen

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What’s New

• Loan and line of credit account display IDs are now listed in browser tab descriptions, making it easier to navigate between tabs when servicing multiple accounts.
• Added three new context variables to the webhooks that are generated by the “Advancement Posted” event-based notification. Each “Advancement Posted” webhook message now includes the following information within the "context" object:
  • "loan-id"
  • "advancement_amount"
  • "advancement_date"
  • "advancement_category"
• Introduced event-based notifications for Enhanced Funding transactions. Now, you can automatically trigger notifications when an Enhanced Funding transaction is posted on a loan account.
• Expanded upon the ability to preview loan, line of credit, and customer documents without having to download them. Previously, document previews were only available for JPEG uploads, but we’ve expanded this functionality to include PDF and PNG uploads. We also made document previews available in a few new locations within the UI:
  • Checklist Loan Summary tile
  • Documents Loan Summary tile
  • Within the Smart Checklist page (Servicing > Smart Checklists) of loan and line of credit accounts
  • Within the Documents tab (Servicing > Documents) of loan and line of credit accounts

Bug Fixes

• Removed a tooltip that appeared when a user hovered over a checklist status which made it difficult to check/uncheck checklist boxes.
• Fixed an issue that occurred when attempting to create a Quick Action step that updates the “Credit Status” field of a line of credit account. Previously, an error message would appear and restrict the user from saving the Quick Action step. Now, Quick Action steps that update account credit statuses do so without issue.

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What’s New

• The look and feel of the LoanPro UI has been updated, improving the visual experience of LoanPro without changing any existing functionality.
• Integrated with Cybersource as a debit and credit card payment processor. Users can now use Cybersource to process payment and funding transactions through LoanPro.
• Expanded the Event-Based Notification tool to include Smart Checklist status changes to the list of events that can trigger a notification. Notifications can now be sent automatically when a checklist status is updated.
• Added a new function to the Simple Roll Schedule tool that allows users to overwrite existing schedule rolls when creating a new one. If selected, the overwrite function will add a new schedule roll without interrupting existing schedule rolls. This addition eliminates the need to apply multiple new schedule rolls to alter accounts with an existing schedule.
  • To support the new functionality, a new "overwrite" payload parameter has been added to the existing Basic Schedule Roll endpoint:
    • /Loans({id})/Autopal.CreateBasicRollSchedule() ↗
• Added the ability to use a static carried balance fee for the interest accrual on line of credit buckets instead of a percentage amount. This addition uses brackets to determine the fee amount, allowing users to automatically apply predetermined fee amounts to accounts that have carried balances.
• A new icon is now displayed next to Agent Walkthroughs that do not qualify for use on a loan within the Smart Panel and Loan Summary tiles. This update improves the agent experience by visually communicating whether an Agent Walkthrough can or cannot be opened on the loan.
• A new NACHA file version was added to Secure Payments, expanding the available options to V1 and V2.
• LoanPro’s databases have been updated from MySQL version 5.7 to version 8, improving performance and reliability, as well as introducing support for additional SQL syntax.
• The list of information stored within the Audit Trail for line of credit accounts was expanded, providing a broader range of account history and visibility.
• The formatting of CPA-005 V2 files has been updated to improve readability. CPA-005 V2 files now left-aligns account numbers and uses spaces in place of zeroes.
• Added the ability to label API tokens. This addition allows users to provide context to their API tokens, such as access level or integration information.
• Improved the accuracy of the list of Canadian bank institution numbers shown to users when creating a payment profile.

Bug Fixes

• Fixed an issue that caused interest to erroneously accrue on loan accounts with a $0 balance if the account included an interest adjustment.
• Made an adjustment to how context engine variables display on Agent Walkthrough data pages.