LoanPASS Releases
Release notes for historical versions of LoanPASS.
LoanPASS Release 01/29/2025
Our engineering team will perform an update to LoanPASS to implement several enhancements that will improve the efficiency and performance. Bug Fix: Scenario Selection for Blended Best Execution Resolved an issue where selecting scenarios from the Blended Best Execution (Best Ex) tool for the same product did not function correctly. Enhanced Rate Grid Effective Timestamp Users can now specify whether the Rate Sheet or Version should determine the effective timestamp for the rate grid. Active Product Indicator on Pricing Profile Page The pricing profile page now features a new active status indicator, making it easier to identify active products. Improved Accessibility: Updated Float Button Alt Text The alt text for the float button has been updated to improve accessibility and clarity, ensuring a better user experience for those using screen readers or assistive technologies. Dynamic Form Improvements: Conditional Field Value Reset Conditional fields will now automatically clear values when they are hidden from view, preventing outdated or incorrect data from persisting in the system. Pipeline Management: Reassign Records with Ease Users can now reassign pipeline records to different team members, improving workflow efficiency and ensuring smoother record management.
LoanPASS Release 12/24/2024
Our engineering team will perform an update to LoanPASS to implement several enhancements that will improve the efficiency and performance. If no issues are found in Sandbox, these enhancements will be implemented in the Production environment on the evening of Monday, January 30th.
LoanPASS Release 12/11/2024
Our engineering team will perform an update to LoanPASS to implement several enhancements that will improve the efficiency and performance. The following client facing items will be included: Iframe Float Request Messages: Resolves an issue where iframe float request messages were not displaying correctly. Input Fields Persistence: Fixes a problem where input fields were being wiped after exiting a pipeline record. Input Field Data Type Enforcement: Prevents users from inadvertently changing the data types of input fields. Permission Warnings: Adds a warning message to alert users when they attempt to access a pipeline record without the necessary permissions. Blended Best Execution Tool Tip: Improved tool tip for the blended best execution feature.
LoanPASS Release 11/22/2024
Our engineering team will perform an update to LoanPASS to implement several enhancements that will improve the efficiency and performance. The following user facing items will also be implemented: Products & Pricing - Integration for FNMA Direct feed of rates & pricing. Price a Loan - 1.) When a user changes the State field, the selection in the County field will be cleared out. 2.) Timestamps for Rate Sheets will display in the client's time zone. Pipeline - Webhook will be added for pipeline scenario creation.
LoanPASS Release 10/10/2024
Our engineering team will perform an update to LoanPASS to implement several enhancements that will improve the efficiency and performance. The following user facing items will also be implemented: Calculations - Add DATE() to the list of functions. Users - A "Reset Password" button will be added to the Users page. Pipeline - Allow the hiding of columns based on permissions. Encompass Integration - New entitlement for "GFE Application Date". Lock Management - Add the ability to bypass worst case pricing.
LoanPASS Release 09/13/2024
Our engineering team will perform an update to LoanPASS to implement several enhancements that will improve the efficiency and performance. The following client facing items will be migrated as well: Pipeline V1 - Page will be removed and Pipeline V2 will become the default. Encompass Integration - New entitlements. Versions - When navigating in Draft mode, the Price a Loan page will remain in Draft and not revert to Current mode. iFrame - Updates to message responses for the log-in page and create-pipeline-record.