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.