a 5/22/06	The look and feel of Loan Energizer's User Interface has been changed!  Now, each user will have the ability to alter the colors they see that define the screen data groups, or enjoy the new lighter color scheme that is set by default.  For those users who prefer the "old way" that Energizer used to look, they can simply click [My Preferences] in the desktop, and select "Classic Gray" and they will have their style reset to the original gray color scheme. A/U Details screen now contains many more data extraction values, available to view or edit.
b 5/30/06	Updates for Distiller Server, added delays when waiting for return job file to main printing window. Added button color and button text color to user color preferences.  Colors work better with XP desktops due to built-in tinting, however still are usable with 2000 desktops.  Updated BSI "PDF" printing routines to add in new option to print Mortgags and Assignments.
c 6/1/06	New feature for Approval system:  Receive approval conditions.  This screen is limits user to only change the status of active conditions (Needed, Ordered, Received) to either Ordered or Received.  No other alterations are allowed.  This screen will only become available to a user who does not have full access to the Approve/Suspend screen and does have full access to the receive screen.  Otherwise, this screen will not be displayed as a desktop button. New Feature:  [x]Reviewed flag option now available on loan-level base screens (those which have a button on the desktop).  Only users who are given access to change this value may do so, although any user wishing to set the reviewed button colors may do so to see that progress.  The usage of this feature would benefit a company who wishes to have a senior processor or staff underwriter review screens for content, then select "reviewed" when finished with each basic area.  This offers a quick at-a-glance view of what screens have been reviewed when moving around in a file, or returning to it later.
d 6/7/06	A/U Pricing Adjustments grid:  New column for 60%.  Previously the lowest column was 65%.  This is for Alt-A product pricing.
e 6/8/06	Corrected problem with A/U Maintenance Screens erasing the criteria values in the overrides screen. Corrected error "Record out of range" when opening Deposits screen with no records for given loan file. Removed button coloring from the Broker/Lender licensing "state" buttons, as personal colors would overlay on them and you couldn't tell whether they were expired or not. Added Branch code to Broker/Dealer popup to quickly delineate between Brokers for a given branch when your access scope is larger than Branch level.
f 6/9/06	Added new fields for Web Prequal page. Corrected issue with SQL database not allowing certain mortgage records to be deleted. Modified the Upgrade program for SQL systems to update all views during the upgrade, instead of only adding new views, to update existing data views which may have been modified.  This may add an addition 5-15 minutes to your upgrade, depending on your server speed.
g 6/12/06	Updates for Web site users. Altered behavior of User Security flag "R=No QuickApp Menu, only start Leads" (for use with Lead System) if set to "R" the QuickApp menu option will now be enabled again, but only take the user straight into the Quick-App Lookup list to reopen an existing Quickapp they may have previously started.
h 6/16/06	Corrected issue with FNMA DU 3.2 export.  Woudl generate an error if loan file had a "Y" value in the declarations screen "Past Due Government Loan" item.  This has been corrected. New A/U evaluation options:  User may select to limit the result set to get results for a specific program back faster, instead of running all programs.
i 6/20/06	New Payment method added to closing doc info screen for deferred interest loans.
j 6/23/06	Converted Maillist defaults to new GUI for SQL compatibility. Corrected issue with Report Generator Layout Creator where the program would lockup if you named your custom layout with the same first 4 letters as a built-in layout.  This has been resolved.
k 6/26/06	Added option for AU Pricing Adjustments screen to force usage of CLTV in determining which LTV column to derive adjustments from. Dealer Reports menu feature:  Added inclusion of On Hold and Cancelled applications to the No Decision column.
l 6/30/06	AU Engine:  Corrected issue where the details for a given program would display a different Debt Ratio calculation than the main result shown in grid.
m 7/03/06	Bankers Systems docs:  for PDF creation, changed the Assignment routine to print the Assignment of Retail Installment Contract instead of the Assignment of deed/Mortgage.
n 7/05/06	Lead Maintenance screen:  Overhauled usage style.  Due to length of time it would take to get all records from database to work with, the screen now comes up empty, and the user may enter some upfront data filters to get back a subset of data to work with.  Then, as before you may further filter down the data and work with it.  This screen is no longer an "immediate" screen saving changes as you go, rather now you must click SAVE LIST to commit your changes back to the database when finished changing the data in the current filtered list.
o 7/14/06	Popups now use the user's preference of panel color for background color. New fields for Website Prequal Page. A/U Pricing Screens have new options for ARM Screen selections.  Also, you may now set a price plan to roll up to next higher Rate when the requested rebate falls between to prices in the list.  Default is to roll to lower rate (less rebate/more cost). ARM Screen tab order modified - the two center panels have been flipped.
p 7/17/06	Auto Print feature for credit reports now has an optional flag to set different choices by Branch.
q 7/18/06	Corrected Amortization routine where the rate would exceed the Index+Margin when Worstcase=No in given tier.  This also corrects the issue where at times the rate would flip back and forth between Adjusted Rate and Life Cap while amortizing.  This was detected while building out ARM Plans for MTA Option ARMs, and may not have affected other types of adjustment scenarios. Datatrac Export: updated output for Amortization Term to use payment term (from ARM screen) for 40/20 products. Broker Popup: Export button only available now for defaults, and only exports data filtered in list.  this is done to prevent users from exporting out information about Brokers/Dealers outside the scope of their security access. Broker Popup:  lookup Broker by Datatrac ID - custom client feature. FNMA DU Export: 05H Proposed housing record values now always pull from Subject property, not necessarily the borrower's "owner occupied residence".  Previously all 05H records related to the borrower's actual present and proposed expenses (where they live).
r 7/21/06	Added Condo HighRise to the list of available Property Types.
s 7/26/06	Changed Doc Tracking screen for correcting updates when used in conjunction with SQL Server. Changed the Doc Magic export routine to only update fees through 1500's, and skipp 1600's.  Will now pass "" in ARM fields when Amortization type = "Fixed".  Lastly, the 1000's (impounds) from closing costs will not be passed as fees, rather they will be passed into the impounds screen. Changed the Print Screen to popup the "Mail To" for Approval Letter as it did previously.  this popup will only display when checking an unchecked Approval Letter in screen, so to re-popup this window, you must uncheck and recheck the approval letter.
t 7/31/06	User Security screen overhauled to remedy issues with your security rights being replaced accidentally by another users when performing maintenacne updates to existing users.  Now will also perform cross-updates to loan files (for name changes to LO, PR and UW's), updates picklists with name/code/position changes, Broker/Delears tied to LO's during Region/Branch/Team changes, and Call Queue team settings for today's call queue records.
u 8/03/06	Modified the A/U Results screen (called from Work the Deal):  When you click [Switch to Highlighted] the program will now change your loan file to the selected Investor, Program and Arm Plan selected, and assign the returned interest rate, margin and credit grade to the loan file.
v 8/04/06	Added DocType to Quick App screen. Altered A/U tradeline counts extraction routine to skip "A" Authorized User tradelines as they don't really qualify as "earned" credit tradelines.  There is now a new field in the A/U Details screen just below Total Tradelines listed the number of Auth User accounts that were excluded from all of the other counts on screen.  These accounts will now have no affect on any of the totals listed in any category.
w 8/09/06	Changes to A/U Results in Work the Deal screen for custom request to generate approval submissions.
x 8/11/06	Max Rate calculator added to Work The Deal screen.  You may enter a maximum Debt Ratio, and the program will determine what the maximum possible interest rate will be rounded to the nearest 1/8th and staying equal to or less than the max ratio. New A/U Details items:  # Bks filed, # Accts with Lates after BK, Non-Warrantable Condo, $$ of Major Derog incurred after BK.
y 8/16/06	SQL Editions:  Corrected bug in printing, after you create a new Investor Program, where a routine was trying to access a table directly, wherein with SQL there are only data views, no tables. Changed the Restricted User Log in Maintenance screen to now offer column sorting for user code and name.
z 8/17/06	Added Appraisal Company selector to Closing Cost screens (RegZ/HUD) New A/U Picklist item:  Mid3Low2 score for any borrower, regardless of whether they provide income for the loan or not. User Setup screen:  New filter to allow you to limit the display to a certain type, such as only loan officers or processors, etc.  this will make it easier if you are applying changes to a set of people of the same type to quickly narrow down the list you need to work on. Locate any Lead screen:  Corrected issue with lookup by phone: would not locate any records if you entered a complete phone number, only if you enter a partial phone.  Now will return matches for partial or complete phone numbers.