April 4, 2023 Release Notes
With this release it will be possible for Lender Hub users to archive applications that they no longer want to see in their pipeline. When an application is marked as "Archived," it is removed from the main Pipeline and stored in a new section of the Lender Hub. When Agents archive applications, Borrowers no longer have access to them, said applications will only be accessible to Borrower if they are restored.
Some of the characteristics of this new feature are:
Archiving one or more files from the Pipeline: It is possible to archive one or more applications through checkboxes. It can also be done individually from the menu on each loan file's right side.
Archival of a single application
Archival of multiple applications
Archiving within an application: When reviewing applications, Agents can archive them via the kebab menu on the right side of the loan application header menu.
Archival from Application View
Archive Section: A new section called Archive is available in the Lender Hub Dashboard. In this new section agents see all the archived applications and they are able to manage them.
New Lender Portal Section
Un-archiving one or more files from the Pipeline: It is possible to unarchive one or more applications through checkboxes. It can also be done individually from the menu on each loan file's right side.
Un-archival of a single application
Un-archival of multiple applications
Unarchiving within an application: When reviewing a previously archived application, Agents can unarchive them by clicking on the "Restore Application" option from the kebab menu or the yellow warning message in the header.
Unarchival from Application View
- Value to Clients: It is possible for Agents with the necessary permissions to archive applications without needing to remove them altogether. This allows more flexibility in case the application needs to be restored.
- Leveraging this Feature: This feature is permission based. Please email us at [email protected] if you want this to be turned on for any or all of your Lender Hub users.
With this release Revvin offers the ability for Encompass clients to update a set group of fields by making changes to said fields in the LOS. Here is the list of the updatable fields:
- borrower/birthDate
- borrower/emailAddressText
- borrower/firstName
- borrower/homePhoneNumber
- borrower/lastName
- borrower/middleName
- borrower/mobilePhone
- borrower/suffixToName
- borrower/taxIdentificationIdentifier
- coborrower/birthDate
- coborrower/emailAddressText
- coborrower/firstName
- coborrower/homePhoneNumber
- coborrower/lastName
- coborrower/middleName
- coborrower/mobilePhone
- coborrower/suffixToName
- coborrower/taxIdentificationIdentifier
- baseLoanAmount
- loanNumber
- loanProductData/gsePropertyType
- mortgageType
- property/city
- property/county
- property/loanPurposeType
- property/postalCode
- property/propertyUsageType
- property/streetAddress
- property/state
- propertyEstimatedValueAmount
- refinanceCashOutDeterminationType
- residences/addressCity
- residences/addressState
- residences/addressStreetLine1
- residences/addressPostalCode
- residences/residencyType
- Value to Clients: This new feature improves Lender Portal user efficiency for clients that use Encompass as their LOS.
- Leveraging this Feature: If your organization wants to use this feature please email us at [email protected].
From now on, the Loan Number of the CBC/Factual Data Credit report, the Loan Number of the apps in our Lender Hub, and the application URL will match. This will allow the matching up of CBC billing to the applications in Revvin.
- Value to Clients: This new feature reduces billing issues to clients that use CBC/Factual Data as their Credit Provider
- Leveraging this Feature: This feature will start working automatically with the release.