During the scheduled maintenance window, we released the following items to the production environment with new features, services, and enhancements.
Lenders
NEW BETA FEATURE - Financials:
- Optimal Blue has launched the beta of our new Financials module. We are creating a place where all financial requests, documentation, and an easy-to-read summary can be stored and viewed by all your active partners, eliminating redundant requests.
- For more information, click HERE
Updated Permissions:
- A new “Financials” permission is now available. Allowing lenders to control who can access the Financials section of their account.
- Please Note: By default, those that have the Administrative “Documents” permission will now have the ‘Financials’ permission enabled.
Enhanced Monitoring Schedule:
- Lenders can now manage NMLS and non-NMLS individuals to exclude and/or include in their schedule.
- A count is now available to see the total number of individuals included in the selection pool.
- A reset option has been introduced which allows lenders to reset the selection based on the lender’s current settings.
- When lenders enable the Monitoring Schedule the order date is now blank, so users are forced to select their specific order date.
- PLEASE NOTE: Any non NMLS contacts previously included in the exclusion will need to be reincluded in the exclusion.
Bug Fixes:
- Orders now run on the selected date for all time zones
- Proper message or redirection occurs for lender accessing monitoring schedule when lender has no subscription and/or no order audit permissions
Investors
NEW BETA FEATURE - Financials:
- Optimal Blue has launched the beta of our new Financials module. We are creating a place where all financial requests, documentation, and an easy-to-read summary is available for every client, eliminating redundant requests. This module will help fulfill financial requirements for multiple partners at the same time.
- For more information, click HERE
Updated Permissions:
- New permissions “View Financials” and “Manage Financials” are now available. Allowing Investors to control who can access and manage the Financials section of their client accounts.
- Please Note: The Financials permissions will be defaulted as 'OFF' for all existing users. Please update your roles and permissions for those that require these permissions.
Bug Fixes:
- Users can now save channel settings in case when notifications section contains inactive or deleted users