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11/3/13::
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- Upgraded Stipulations Tracking
- In the prior version, once stipulations or loan conditions were added, they could not be edited.
- This new feature allows for updating, adding notes, and even ETA for borrower conditions on the fly.
- Auto-Stip functionality is still the same.
- Stip Request emails still work the same.
- New Prospect Tracking Feature
- Menu bar now has "Tracking". Simply hover and click the
 next to the type of prospecting (such as a call completion, mail, meeting, or lunch).
- At the bottom of the Tracking menu, you can now view your production reports.
- Reports in your Mortgage Contact Manager will allow you to see the prospecting you've completed along with your loan production numbers such as fundings, applications, and loan approvals.
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10/21/13::
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- Finalized user preferences.
- Created hierarchy for eStatus Defaults:
- If user is a Processor or Loan Officer Assistant and a Loan Officer on the file is present, default will be the Loan Officer defaults.
- Next will be the any user default if they exist.
- Next will be the company set defaults if they exist.
- Next will be the system defaults.
- Removed ID/Status and placed functionality in the dropdown below Save.
- Removed send eStatus and placed in same dropdown.
- Removed send Duplicate Contact and placed in same dropdown.
- Made deleting contacts easier and placed in same dropdown.
- Finalized using custom processes. Used same hierarchy for custom processes as eStatus defaults.
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10/13/13::
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- Continued working on user preferences.
- In the CRM preferences, gave user customization to commonly used links as well as user name and password storage.
- Removed static links in Resources tab.
- Finalized eStatus default message editing for both company and user defaults.
- Finalized eStatus notification toggles for both the user and company defaults.
- Finalized addition, editing, and deletion of user and company Custom Processes.
- Remaining Modifications in this project::
- On the "Save As" option, allow custom processes to be duplicated.
- Integrate eStatus into the Contact Manager cascading from: System, Company, Loan Officer, Assistant/Processor.
- Integrate Custom Processes with check boxes into each Contact with same cascading order.
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10/6/13::
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- Began working on user preferences.
- Added preferences selection to Site selection in Menu Bar.
- Once in, users can add default messages to eStatus notifications that are automatically sent at each milestone of a loan transaction.
- Added Process Customization for each stage of each milestone.
- Process Customization will allow for Text and/or Links, Email Templates, Marketing Campaigns to be added at each loan milestone.
- Process to also allow for sorting of each process in each milestone.
- Notifications will also have the ability to be turned off and on.
- Default notifications and eStatus will default in cascading order: MCM,Company,User.
- Updates remaining: Save of Notify Options and eStatus Defaults, Save/Order/Deletion of each custom Process, Default Cascade.
- Borrower Contact Manager also updated.
- Added script to complete and avoid redundant task of adding dates and actions to Public and Private notes.
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9/28/13::
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- Updated the Advanced Mortgage Income Calculator. Updated K-1 and Ownership percentages to match Fannie/Freddie calculations.
- Did this for Partnerships and S-Corporations income calculations.
- Updated Contact Manager screen. Now when managing real estate agents and Loan officers, different views and data will be saved.
- Upgraded the Status to better track value of the partnership.
- Programmed in such a way that the original data will be reverted back if changed back to a Borrower Contact.
- This is to protect against accidental ID/Status change from a borrower to an Agent or Loan Officer status.
- Upgraded phone formats in all areas Contact Manager. These will now also allow for extensions now.
- Also in the Borrower Contact Manager, the sub-processes (checkboxes and descriptions) have been eliminated for process customization on the next release.
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9/26/13::
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- Made updates to the printing and reporting features of the Advanced Mortgage Income Calculator.
- Updated MAI (Mortgage Analysis Illustration) for more complex loan quoting/comparisons capabilities.
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Getting Started is easy.
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Registration takes just a couple minutes and you'll be running in a matter of minutes. No credit card or deposit is needed. No download required and access your database and tools wherever you have internet.
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