a 8/25/06	File Attachment Feature release.  For information on usage and pricing, please contact our sales team. Correction to FNMA DU 3.2 Export for SQL Version.  Alias "Realest" error has been corrected.  Lead System:  you may now "Locate Any Lead" searching on mailing list number.
b 9/06/06	Corrected popups in Lead Maintenance screen. Modified the Pipeline lookup screen to preselect Region/Branch/Team/Self values for users with restricted access levels in order to ensure loading smaller recordsets of data to make the screen come up faster. New Appnumber locking feature implemented to prevent duplicate application numbers from being generated. Report Generator modified for Scheduler to not unload data views when finished with scheduled reports.
c 9/13/06	Added transaction logging for each credit report requested, showing the borrower name the report was requested for. Lead System:  Add duplicate cross-check option in lead reception screen which will check against home phone, work phone and combination of name and address.  To enable, you must check the flag in the General Defaults screen, then log out and back in.
d 9/15/06	For SQL Editions, the upgrade has been updated to offer the option to have the tables Reindexed.  Also, the upgrade has been changed to now update picklist tables, such as RepGenII Layout creator. InterLinq Export:  New fields have been added to the Chart of Accounts (GL Accts) table for Alt-Lender loans. New ARM screen field:  1st Payment Calc as Start Rate + xxx.xx% .  This is designed for Neg Am ARM loans that offer multiple payment options.  If you wish to have the disclosures relate the minimum payment instead of a regular payment, to force the amortization to go negative, you may enter the lender's lower rate that the minimum payment is based upon.  For example, if the minimum due is a payment calculated at 3% below the note rate, then enter -3.0 in this field (StartRate +  -3 ) and the payment calculated will be from this rate; however, the interest due will be generated from the regular note rate.
e 9/22/06	A/U Matrix setup screen now includes option to print out the rates as you have entered them to keep a log file of your historical changes.  This will print for both matrix based rates and max loan amounts. Corrected string "List" functions in the Doc Packages routines, as well as the A/U Engine for looking for values using the "IN LIST" styled search for matches.   The problem would occur when the loan's value would occur in a longer string value, causing an incorrect "match" for values like "CONDO" being found in "CONDO HIGHRISE" and "2/28 ARM" being found in "2/28 ARM INTEREST ONLY", when they really aren't exact matches.  These routines have been updated to include a measure to prevent subset data matches of this nature. Import Mail List: Corrected "v2wrkfile" error message.
f 10/02/06	Encredit: Changed DMS CPU2 upload to determine debt type from different slot in the RAW datafile. RepGenII: new picklist items: Unsecured Credit Debt Total Amount and Ratio for Unsecured Total divied by Annual Income.  These formulas are designed for use with unsecured lending clients. Work The Deal: New Ratio: Unsecured debt total / annual income now able to be displayed adjacent to the debt ratios in left side of screen.  To enable, you must go to Defaults, System Setup, General defaults and check the corresponding box in the lower right side of the screen, and save.  This will affect users on subsequent log ins.
g 10/16/06	Lead Reception screen:  If [x]Not a Call Queue user is checked, then the [user] popup will display the system user list (complete) instead of the call queue's filtered user list. Doc Kit:  If utilizing the optional file-output feature, the subject property state will now be inserted into the filename, in the 2nd portion of the filename sequence. For example, the filename may look like this now:  DOCKIT_CA_AAA-05-00001_101606_113842.PDF for a "CA" based loan. PDF Printer:  Loan Energizer now has integrated a PDF printer so that you don't need to license Adobe PDF printer products.  If you have already licensed Adobe PDF generation products, they will continue to work as usual.  To install the Loan Energizer PDF printer, you must log in to each workstation as Administrator (or a user with ADMIN rights to install and register files).  Run Ensetup.exe and select [Network Options] then [Loan Energizer PDF Printer Only].  Make sure the Install TO path is "C:\Energizf" if that is where the workstation software is installed.  For additional information on what you MUST do after initial setup on each workstation, click here:  Loan Energizer PDF Setup.
h 10/26/06	Custom Export to First Collateral (a member of CitiGroup) for electronic wire requests.
i 10/31/06	Encredit:  Added correction to remedy "Uncommitted Changes" error when processing reports. Trades:  Added custom spreadsheet layout for Great Western bulk sale requests. FNMA DU Export:  Corrected error regarding direct table access when exporting a VA loan file.
j 11/03/06	Added new field for Non-purchasing Spouse to Closing Doc Info screen 1.  As this field is only printed on a few closing docs, you will need to inform support of which docs you would like to have this value printed on.  Contact Support for more information on this new feature.
k 11/13/06	1008 Project Name field has been widened from 60 to 100 characters to allow for longer names. BSI PDF printing routines have been updated to include Tennessee Retail Installment Contract.
l 11/15/06	Interlinq Export:  Corrections to connection dropping when using SQL Energizer and SQL Interlinq backends.
m 11/20/06	Manager Password:  Corrected error regarding "cannot find class library" when password dialog needs to come up for Loan Deletion and Credit Report deletion. Upload Debts: Corrected error when user hits [Cancel] on the select property screen, instead of selecting a property as they should from the list. SQL Backend version:  Corrected issue with dates disappearing from loan files.  Problem:  In multi user environment, if 2 users have the same loan file open at the same time, then dates entered by one user may be removed by the other user during [Save] when moving from screen to screen.  This issue was duplicated and resolved systemwide.
n 11/22/06	WAN Branch feature:  Now you may set up various state-specific Lender Name "overlays" for printing different DBAs or addresses for a given branch depending on which state the property is located in. Mortgages/Debts:  You may now select a debt and convert it to a mortgage, or select a mortgage and convert it to a debt.  This will assist you if a tradeline was uploaded as the wrong type, to easily flip it to the other screen without having to delete it and re-enter it manually in the appropriate location. Custom Export to ELI added for Branch Banking and Trust.
o 12/01/06	Corrected Error in HMDA Closeout for direct table access under SQL edition.
p 12/05/06	To remedy dates disappearing from loans in SQL editions, we have removed any preloading of certain forms which was done originally to speed up the screens in Energizer.  With the onset of fast pcs in the workplace, this should not have much of a noticable effect on your users when moving around inside a loan file. RepGenII - When output is XLS, and using user-created Layouts, columns are now updated with user defined column captions if provided.  If you didn't enter any custom descriptions, then the field name will remain in place in Row 1 as before. Status Screen no longer will replace the original application date when changing current status back to application from another status.  Changing to any other status will replace the date in that status field with today's date.
q 12/07/06	Corrections to the Trades export routine for existing mortgage calculations.
r 12/08/06	ELI Export - changed primary output file to be tab-padded and remove decimals from numerics. HMDA Closeout - New screen with improvements for filtering and faster querying of data to improve overall time-to-closeout.
s 12/13/06	New Matrix for A/U Engine - Loan/Ltv/Cltv/Cashout for non-prime products. New A/U picklist item - Blended Mid3/Low2 Score for all borrowers (averaged). Decline Reasons screen now offers ability to select the Credit Report Company in case user forgot to select in Contacts screen prior to declining the loan file.
t 12/19/06	Changed VSI fax to now launch from within ENERGIZF folder.  Please update your General Defaults for VSI fax to only house the executable name. Changed RESPA KIT to do case-insensitive matching for missing/invalid brokers in AZ.  Now will prompt for broker name entry for codes "Z~DU" and "Z~EN" in eitehr upper or lowercase.  The same case-insensitive logic applies for broker name "_LENDER". Added [Copy Title/Escr/Atty] to Wire Info screen to fill in Payee section.  If the respective name is selected in the Contacts screen, it will complete these fields from that contact entry.  If none are selected in Contacts for that company, then user will be prompted with a list to choose from. Encredit: Corrected issue with error "Table buffer contains uncommitted changes" for alias "credrptloanborrty".
u 12/29/06	A/U New picklist item:  Total with Pay History of 24 months or more that has rated during the last 24 months. Cross updating between A/U Details "Rebate Requested" and Approval screen "Pricing" fields.  This will occur only if your system has set a default value in the (Defaults/General/General/CA Mtg Brokers) field captioned "Additional POC Broker Compensation" on the CA mortgage broker DRE 883 setup screen.  If this field has a valid HUD Line listed, then the Rebate and Pricing fields will cross-update each other, and also update the corresponding HUD Line if the amount is a REBATE.  If Cost, the HUD line will be zeroed out. ELI Export:  Added 5th table to the exported file set containg GL Data.
v 01/04/07	Report Generator II - when exporting to MS Excel, the first row which contains field names will now populate with your Column Captions if exporting a user-created layout.  Further, if you supply a Report Title is will assign that to the sheet name, otherwise it will use the memorized report name if applicable.  Names will now be truncated to 31 characters or less, and remove invalid symbols. Custom Feature for client request - to use a pre-assigned list of application numbers by branch when creating new loans.
w 01/05/07	New A/U Pick List Items: BranchCode, Credit Report # Trades Rated 24+ in last 12 months, Number of Foreclosures filed, Total $ and % of Debt Consolidation, Asset Seasoning Number of Months Changed A/U Data extraction routine to treat Lines of Credit as Mortgages when counting lates for Motgages vs. Debts.
x 01/09/07	Report Generator II - You may now use ANY of the status dates as a filter to dramatically speed up the reporting process.  By selecting a Primary or Sub Status and setting a date range, the RepGenII engine will only search through that set of data when checking additional filters.  If you don't have any status dates selected when running reports, the system will scan the entire database of loan files checking filters, which can be very slow on larger databases.   The only exception to this rule is if you have a memorized report using "Apps Modified since Last Time ran" filter.  This one extra filter is a speed enhanced filter. Report Layout Creator - In the Layout Creator screen, where you can choose which fields you want in your report, we have added the ability to enter any phrase (i.e. "Last Name", "FICO", "Loan Amount", etc.) and have the field list reflect matches for your search.  You can use this instead of category to help quickly find the various fields you wish to add to your report, instead of hunting through nearly 1,000 fields in the different categories. Custom Report printing - When printing reports built from your Layouts (not the 10 "factory" reports that ship with Energizer), you will notice that some Weighted Averages are available in the Report Summary at the end of the report (not per group).  These new averages are weighted against Loan Amount, and will only calculate if you choose those fields in your custom layout.  If you don't have the given field in your list of fields, then the value will simply reflect zero.  The fields for weigfhted averages are Interest Rate (RATEANNUAL), Risk Score (FICOPRIM), LTV (LTV), CLTV (CLTV), and Bottom Debt Ratio (DEBTRATIO).  The weighted average for Term, in months, will always be displayed even if you didn't choose it in your layout fields. First Collateral Interface - the fields that house the Keys for Signing and Encrypting the wire transfer files have been widened to accomodate lengthy key names.
y 01/11/07	First Collateral Interface - widened the fields housing the key names, and force the output file transferred to use ".pgp" for the extension. ELI Export - changes to field widths as requested by BB&T.
z 01/12/07	Added BK Dismissed Y/N flag to the A/U system and to the credit report data extraction routines.