a 8/25/05	New way to move around in a loan file called "Navigation Bar", or NavBar for short. The NavBar is an Outlook-styled way to group the sections of your loan data -- Application Data, Approval & Closing, Printing, etc. To switch to the NavBar view, simply change your desktop preference in the droplist to the left of the [ESC Exit Loan] button after you have opened a loan file. If you prefer to keep the old look and feel, you may change it back to Basic App or Full 1003 for the original Desktop Cockpit Buttons. Another feature included with the NavBar enhancement is WideNavBar for Wide Screen (Wide Aspect Ratio) displays. If you have a Wide display, you may prefer to choose the WideNavBar view which will stretch your Loan Energizer desktop out wider and place the screens to the right of the navigation bar. In this mode, simply clicking on a different screen in the NavBar will automatically save the changes to the screen you were on and close it for you making it even faster to jump around in the loan file. The preference of view style (Basic, Full, NavBar and WideNavBar) is saved for each user by their login code. This way, each user can personalize their view to what they like. Automated logic system called RESPA Package has been implemented, to generate a "rules list" of rules to process when building a RESPA package for printing. Check with Sales for more information on this package. Transunion changed the "case" of one of their score models from "BEACON" (all uppercase_ to Beacon" causing Loan Energizer to overlook the value. This has been corrected.
b 8/31/05	New feature: Single User Mode. This allows you to put a limitation on the system to only allow one user to edit a lona file at a given time. With this feature enabled, once a loan file is open, additional users may only open the loan in read-only mode. RESPA kit modified to use uppercase name searches when performing receipt updates.
c 9/7/05	Custom feature: Export to Interlinq. Modifications for RESPA Kit - Burst sheet and Cover letter sort priority has been flipped.
d 9/8/05	Added 3 more Custom Contacts to the system. You may define them in Defaults in the main Custom Contact window. Corrected Timestamp issue in small print window (popup) for custom feature.
e 9/15/05	Added Bankers Systems Inc. PDF styled documents into the printing subsystem, for those clients registered with BSI. Corrected issue with HELOC Payment calculation (when using % of Loan Amount field). Previously would only accept entries less than 1% (i.e. 0.01 - 0.99). Now accepts values from 0.001 - 9.999 so those wishing to use 1% may enter 1.0%.
f 9/28/05	Corrected bug in Print screens. When a user's access has been reduced to READ ONLY (based on Loan's current status), yet they have been given full rights to Print Docs in Read Only mode (user-level access setting), they were still unable to click MORE DOCS, Email, and Print Setup buttons. This has been corrected. Corrected error when printing if the 1008 Contact (chosen in the Misc 1008 screen) was set to anything other than Loan Officer, Processor or Underwriter. Choosing any of the custom contacts names would produce an error in the print screens. This has been corrected. Added new custom feature for Lendmark to export GL account information during Interlinq updates. Corrected RESPA Docs error: If a loan item was empty, the rules would evaluate the filter to true when it should have failed. This has been corrected for the 3 "list styled" options: Property State, Occupancy Status, and ARM Plan.
g 10/5/05	Distiller Server: Added to defaults the ability to set the endataw path from Distiller, to be used by the workstations and/or client sessions when generating the .PS job files. All data will now be generated and kept on the database server, instead of using the EnTemp\OutBox location as before. In this manner, the remotely located Distiller Server can always see not only the job requests, but the work files as well.
h 10/18/05	Corrected direct reference to table in Contract/License info screen under General Closing defaults. This direct reference would not have caused any data issues, rather simply an annoyance. Added fields for custom export to Interlinq to track the user and date the data is transferred. This information is added to the transaction log titled "Interlinq Export". Further, in RepGenII, you may group by the ILQ Export User, and filter by the ILQ Export Date to obtain a report of any loans exported in a given date range, grouped by user who did the export.
i 10/27/05	Added email addresses in the Quick App screen. Added new functionality to the AU Engine for extensive program configurations.
j 11/8/05	New FNMA 5 page letter size application form now integrated into Loan Energizer. Loan Selection Lookup screen now opens with no loans showing. You can click [ALL] to see all loans (like previously seen) or simply type in part or all of your search criteria and then a matched list of loans (based on your entry) will be displayed.
k 11/21/05	Added "Loan Status" to RESPA Rules Kit. Added "FNMA Page 2 - Subject Property" document to the list of available docs for stacking and printing. Until stacked, you can find it in the MORE DOCS popup adjacent to the original page 2. This copy will force the subject property information to print in the "proposed housing" expenses section, regardless of whether it is owner occupied or not. Original FNMA instruction dictate that the proposed column should reflect the borrower's primary residence expenses, however many underwriters are requiring that the subject property breakdown be listed in that column instead. Having both versions available enables you to select which document is best suited for the company you are sending your loan to.
l 11/28/05	Added a new Loan Energizer Error Message window for error reporting, in an attempt to better track down reported errors to get them fixed and redeployed faster.
m 11/30/05	Corrected various errors reported that turned up new in versions i, j, and k. Added more A/U list items for more specific rules around new trades after bankruptcies. Added duplicate check on Home Phone in the Lead Reception screen.
n 12/1/05	Added new fields to A/U Details screen, for BK Balance and payment to be used for open bankruptcies (Chapter 13). Changed HMDA Closeout routine to use balloon term if the "Due-In" is less than the Amortization term when reporting the term of the loan in the HMDA Export data.
o 12/6/05	Added duplicate check on home phone to lead reception screen. Also, first and last name now required prior to adding new lead to system. Altered the programmed behavior of 4 screens in an attempt to remedy 2 sporadic error messages "cannot access selected table" and "alias gob not found". Although a user may not have been in those screens when the errors occurred, they may have been playing a role in the problem. The 4 screens that have been altered are "Borrower Info", "Employments", "Incomes" and "Declarations". Please report any incorrect behavior or errors that occur from usage of these 4 screens. From a user's perspective, they will appear to function as they always have. The modifications are transparent.
p 12/8/05	Added requirement for Lead Source in Lead Reception and Lead Detail screens if the authcode for this feature is turned on for the Quick App screen. If you need this code, please contact support. REMOVED (temporarily) the messaging feature that notifies users that their credit report is back and prompts them for upload actions. The programming team is currently evaluating this portion of the program to see if it is related to a series of errors occurring since version 8.20j. While evaluating this item, it will remain off. The errors we believe it would generate are "Cannot Access the Selected Table" and "Alias gob not found". after the problem is resolved, this function will be reinstated.
q 12/15/05	Removed the [Print] button from the Quick App screen. This function was originally designed for use when the Quick App was 4 screens long, and users would completely fill in this section before starting the loan to run credit. Now, you will need to print the Quick App from Work The Deal. Updated the COPY ACCESS routine in the User Setup screen to also copy the access levels for Sub-Statuses. Added auto-populate for user, region, branch and team in the Lead Reception screen if the user's type is not "OT" (other). This assumes that your receptionist will be listed as other, leaving this field blank so the proper loan officer can be selected. If the user in the screen is not "OT" then their own user code, region, branch and team will automatically be filled in.
r 12/20/05	Updated FNMA DU 3.2 export routine to insert the current version info in segments 00011 and 00070. The current specification from FNMA has typos on those lines denoting to insert 2.00, however this appears to be incorrect and the proper data values should reflect that of the export version. Updated 1008: when using a qualify rate other than the note rate, the total of payments column would not include the other payments, such as credit debt. This has been corrected. Added 1003 Pg 4 Broker Info document to the list of available system docs. You may stack in your programs to have available without having to search in the more-docs list when printing.
s 12/27/05	Updated the loader program (Enw.Exe) and Energizer. New graphics, and Energizer will now remove the loader from your taskbar and also remove the extra unnecessary taskbar program during login.
t 1/6/06	Added new user security flag for Lead System with ability to restrict a user to only see their own history notes about a lead, and not those from other users. Added new check box to Approval Rate Lock screen, to enable users to change the rate in Work The Deal after it is locked in the lock screen. Default is not checked, so rate will remain locked by default for existing clients who are accustomed to having it locked this way. Turned back on a safety check in the data update routines to check for the master table (appmstr) having it's primary data record emptied out. This is for debugging purposes. If a user contacts your admin team to state they received an error message stating "Illegal attempt to erase Default Appmstr record" please contact MSD support for information on what to send us to help troubleshoot this problem.
u 1/13/06	New feature for clients using website for Broker access: Limit number of credit reports pulled per day. Corrected error "Update Conflict" when 2 users start new loan (from QuickApp) at same time.
v 1/24/06	Corrected "table buffering" error in Broker Web User screen when canceling with no users listed. Made changes to try and correct user's preference of desktop button style reverting back to basic app. Corrected issue where Navbar displays empty when first switching from Full 1003 to Navbar view. Corrected Broker Selection Popup where it would not allow you to select Broker if only one is listed.
w 1/27/06	Loan Selection Lookup screen now allows each user to set their own preference to the order in which the columns are displayed. Team popup lists are now filtered down to only display teams in the scope of the user's access. If the user can only see their own loans or only teams loans, then can only see their own team in list. If they can see their Branch loans, then only can view teams under that branch. Same for Regions. Users who can see all loans can continue to see all teams.
x 2/1/06	FNMA DU Export: Changed race code field value not to insert a dash as second character.
y 2/2/06	Changed the Tickler Alert message to go ahead and close any open windows, and take you into selected Lead/QuickApp/Loan file immediately when you click [OPEN] instead of waiting for you to get back to desktop. New Lead menu option: Open ANY lead. this does not respect filtering by user access, nor does it account for current user lead may be assigned to. This is for locating a lost lead, or for alternative usage of the lead system. Also added option in Lead Detail screen to add a tickler alarm for given lead.
z 2/3/06	Custom screen ("Collateral") for client. Pipeline View of Loans - Lookup screen. This feature has been changed. Now, it will retain the user's choice of Pipeline vs. Loan Lookup screen, and return to the pipeline view if that is where the loan was opened from. Additionally, this screen will reload the most recent settings by user to "recreate" the way it looked when last used. These settings are stored by user and will be recalled at log in. The Pipeline screen has also been overhauled to respect user's access levels (all Loans, Region's Branch or Team's loans, or Only their own) when displaying lists of Regions, Branches, Teams, and Users. No user can see list items outside the scope of their access level. Further, if the Branch a user is assigned to has a "restricted view of Brokers" then the Broker list will also be limited to only the Brokers that Branch is allowed to see. Complex Passwords may now be configured. You may turn on the Complex passwords feature in Defaults-SystemSetup-GeneralSystemPreferences. If Enabled, ALL USERS will be required to use passwords which are from 8 to 20 characters and contain at least 3 of 4 varying types of characters (Upper, Lower, Numbers and Symbols). You may use this solely, or in conjunction with periodic password timeouts. For systems converting to this new method, users will be prompted at their next log in to enter their old password and then create a new complex password to log in. Added "FNMA Page 5 - R.E." document to the list of available docs for stacking and printing. Until stacked, you can find it in the MORE DOCS popup adjacent to the other Page 5 continuation sheets. This Page 5 Continuation to Schedule of Real Estate will print properties 4 and up, noting that properties 1,2 and 3 are on Page 3 of the application. For a detailed breakdown of all properties, print the regular "Schedule of Real Estate" document. It will display ALL properties, and breakdown the Mortgage and Expenses as usual. RESPA Kit has been converted over to "Doc Packages". If you have this feature enabled, you may now build as many rule-based document packages as you need, allowing the user to simply select a doc package by name without having to make any logical decisions about which documents to include. For clients who have previously built RESPA rules using the old system, your rules will automatically be converted into a Doc Package, and it will be named "RESPA Package" to make conversions seamless and user friendly. Corrected bug in Credco High Balance calculation used by A/U Engine.