Velocify LoanEngage 26.1 April Service Pack: Feature Enhancements
This section documents the updates and enhancements to existing features, services, or settings that are included in this release.
Velocify Integrations
Updated Loan and Application Assignment Logic
Prior to this release, when a lead was exported from Velocify to Encompass or invited to apply through Encompass Consumer Connect (ECC), the resulting loan file or application was automatically assigned to the exporting agent, even if that agent was not the lead owner. This often caused incorrect loan officer assignments, especially for clients using LO Assistants.
With this release, loans and applications originating from Velocify will now default to the lead owner at the time the process is initiated, ensuring more accurate assignment.
For export to Encompass/loan creation only, Velocify instances that need to retain the prior behavior — assigning the loan file to the exporting agent — contact your Customer Service Representative to request a configuration update
|
Previous Section: Introduction |