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Xactus Integration & Mobile Friendly Tools

Version
3.6.4
Released on
November 7, 2024
Target Release Dat set for

Update Purpose

The primary purpose of this patch was to integrate xactus's credit services so credit pulls can be done from directly within our system. To accomplish this we decided to also make the loan management page extremely mobile friendly, and embeddable into the mobile app for all around easier management for Loan Officers.

Improvements

  • Make web management portal mobile friendly
  • Make web management portal emeddable into mobile app
  • Build integration with Xactus for soft and trimerge credit pulls
  • Introduce Encompass integration improvements to send credit pull data to Encompass

Issues

  • Auto add http:// to the default loan application field when custom website is selected to prevent broken links
  • Fixed an issue when a user has selected a filter set, and the user makes any changes to the filters, the changes aren't reflected in the Loans and Leads list
  • Fixed issue with where conditions marked to require color documents was not being enforced
  • Fixed an issue where spam tapping the "Confirm" button on the Request Letter modal sends multiple letters

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