Feature Enhancements in Version 24.2

A new Rates Dashboard - Modules section has been added to the Investor Dashboard. This section displays each Module associated with the selected Investor.

• Use the column links to sort the table in ascending or descending order based on the selected column.

• Use the Relationships link within the grid to open the Client-Investor Relationships page.

• Use the Disable Until Next Reprice button to disable pricing for all selected rate doc instances.

• Select either the Warnings or Info checkbox to display a log of that type of message for the selected Module.

• The Client/Office/State grid displays the clients/offices/states for the Investor associated with the selected Module.

• The Action checkbox is used with the Disable Until Next Reprice button.

A Client-Investor Relationships page has been included as part of the Rates Dashboard - Modules section.

This page can only be viewed by a Client admin of the Client.

• Only the Investor associated with the Module selected is displayed.

• Use the column links to sort the table in ascending or descending order based on the selected column.

• The versions link opens the Client-Investor Relationship Versions page.

• The expire link expires the Client.

• A Batch Update, which enables Client-Investor Relationship channel values to be batch updated, is located at the top of the page.

• Expand Batch Update.

• Select the Channel you want to update.

• Select Update.

• If you select Cancel, the Batch Update collapses.

A Client-Investor Relationship Versions page has been included as part of the Rates Dashboard - Modules section.

This page can only be viewed by a Client admin of the Client.

• Use the column links to sort the table in ascending or descending order based on the selected column.

• The edit link opens the Client-Investor Relationship Definition page.

• The edit link is only displayed for Production or Test versions.

• The delete link deletes the version (unless the version is in production).

A Client-Investor Relationship Definition page has been included as part of the Rates Dashboard - Modules section.

This page can only be viewed by a Client admin of the Client.

• Use the Effective Date to indicate when the Client-Investor relationship becomes active.

• Use the Channel dropdown list to indicate a channel for the Client-Investor relationship.

• Select the Disabled checkbox to disable the Client-Investor relationship.

• Recent rate doc instances for the Client-Investor relationship are displayed, as well as the profile and both client and public client flags.

(Updated on 10/11/2024)

The Disable Until Next Reprice button disables pricing for all selected rate doc instances. This button is for Investor use only and is different from the button on the Client Dashboard.

A new row has been added to the BuyDownType table. The BuydownType is "1-1".

A Close button has been added to the top of the Rule Manager Versions page. This eliminates the need to scroll to the bottom of the page to select the Close button if the grid contains enough rows to necessitate scrolling down to access the button.

“loanOfficer” has been added to the loanQualifier and eligibility EPPS REST Service endpoints. As part of these endpoints, login (User.Login) has been added to the response output.

(Updated on 10/11/2024)

A new Deduct a Profit Margin action has been added to the Matrix definition under CPM. This action applies a profit margin adjustment when a loan fits within the set parameters. Users can now create Matrices that will apply a Profit Margin from multiple possible values in the grid that otherwise would have been implemented individually in Conditions.