Secondary Marketing Trades:  Added Warehouse Line to the XLS output spreadsheet file for reporting.

Work The Deal's A/U Results screen now offers more detailed filtering to narrow down the amount of results you want back from the A/U Engine.  This can decrease your wait time if you know more specifically which product types you are interested in.  You can now narrow down the LOAN PLAN types for Fixed only, ARM only, Interest Only, Fullay Amortized only, or any one specific ARM Plan of your choice.

The A/U Evaluation screen, when called from the defaults menu (not with a loan file open) will now allow you to select either a Loan file, or a Prequal entered on the website, to run through the evaluation tool to see how the engine determined the results for that set of data values.

Custom export for ELI interface has been updated with many field changes, per requests from the client using this interface.

Corrected issue in Work The Deal when first entering the screen and the subject property is a rental, the current residence expenses don't display properly.  This issue only affected the screen's view, and did not cause any incorrect data when printing.  The screen has now been updated and will properly display the current residence information at all times when entering and leaving the screen.

New A/U fields gathered and displayed in WTD's AU Details screen:  # Rated 6 mos or More during the last 12 month, # 6+ in last 12 that are still Open, and Highest Balance on any account rated 6+ months in the last 12 months.

Updates for First Collateral export (coborrower name)

Loan Lookup screen now offers ability for Last,First searching.

Added Cell Phones to Lead System.

Email change:  Loan Energizer no longer distributes MsMapi DLLs.  Instead we have switched to a 3rd party tool which will allow us to automate Microsoft Outlook products (Outlook 98 through 2007).  Outlook 97 will not work under this new configuration, nor will any other types of email systems, such as Eudora.  If you wish to email Docs (PDFs) generated by Loan Energizer with those non-supported platforms, you will need to use the [Save] instead of [Email] buttonin the printing screens, and then manually attach the file you save to an email message in those other systems.

Added Loan Purpose descriptions to the A/U Prequal system, so clients writing rules to test if the Purpose of Loan = Purchase, Refinance/Cash Out, etc. will now properly have these values available to the A/U system when running the Prequal test through from the websites.

New Credit Interface: Land America credit.  This new interface uses direct internet connectivity from each workstation.  Clients wishing to install this new interface should contact Technical Support at MSD for information on getting set up with Land America, and further instructions on what additional components will need to be installed on each workstation to make this interface available.

A/U Details screen now includes more extracted values from the credit report, pertaining to tradelines that must be reported for a minimum of 6 months.

Corrected issue where QuickApp screen (starting some new loan files) would set the Report HMDA override value to "N", causing this loan to be skipped during HMDA Reporting unless a user had reset the flag manually to "Y" or " " in the Status screen.

Updated QuickApp Purchase pop-up window for Subject Property to allow "F" (Free) for current residence Own/Rent option.

HMDA Closeout:  New checkboxes for the Closeout Finalized loans option:  You may now choose to include or exclude loans that are currently Active, but had been finalized at some point.  For example: a loan was cancelled or declined, then reactivated and is now in process.  You may choose to include this currently active loan in the hmda report with an Action Code of zero (0) or with its original action value (i.e. Action 3 if was originally cancelled).

Amortization Option:  You may now select (in General System Settings) to have your system round each new rate to the nearest 1/8th during interest rate changes while amortizing.

A/U Extract Option:  You may now choose to have the extraction routine treat Credit Lines and consumer items, instead of mortgages. (General System Settings)

Custom updates for ELI data file export routines.

Custom feature Referral Officer added for Branch Banking and Trust (BB&T).

Added ability to select [from Outlook] to the email message screen now allowing the user to select from Energizer's internal addresses or those stored in their Personal Address Books.

Changes per client request to custom export for ELI interface for property type mapping.

New special features (custom) for BB&T, to force users to complete Broker/Referral officer infomation.

A/U Engine updates for Multi Pass systems:  When switching between ARM Plans the debt ratio would be recalculated for assumed plan if the qualify rate was listed as % above/below note rate.  This has been corrected.

Changes per client request to custom export for ELI interface for various items.

Custom reporting feature for BB&T, for Production Reports.

Requested changes for custom reporting feature for BB&T Production Reports including debug options.

Additional file (Aged Loan) added to custom ELI Export feature.

Productivity Reports (custom)":  Lookback range extended from 60 days for Full Packages to 100 days to ensure that straggling loan files aren't overlooked in report totals.

A/U Details Extract routine changed:  For Credco reports the routine scans the payment stream on Mortgages looking for indications of Foreclosures (pay method 5 through 8) and looks for last occurrence of worst method found.  Now changed to find most recent occurrence of any of methods 5 through 8 (120+ days late thru foreclosure) as the previous method may not find the most recent date, rather an older date from the stream.

New A/U Summary Items: Mortgage Lates in 18 months (30, 60 & 90), Highest Balance on any account rated 6+ months ever.

ELI File Exports:  New file GL-Summary has been added to the system.

RepGenII new filter for Credit Report Statistics layout "Credit: Any Report Pulled" which allows you to select the Credit Report Statistics and filter for any report pulled between xx and yy.  The current filters only allowed you to filter for a match on the first report pulled for a loan, not any report pulled.  Now you may target specific dates to see if any report was pulled for a given loan file.

Changes to the ELI Export files, for GL Data & GL summary output.  Added 1600 to Chart of Accounts, and changed ELI routines to read various chartact fields for cost center info.

How Title Held (Top of 1003 page 1 screen) now offers a popup list of user-maintable items.

Datatrac export changes: Don't transfer census tract value.

Loan Pipeline Lookup: can set column order by user.

Lead Locator: Now displays User code and Added Date for leads in results.

RepGenII now can run A/U Results for loans in output table - to produce BULK A/U Results. 
You have to create a custom layout which includes "A/U" anywhere in the Layout Name then you may include from Extra Tables the actual details of AU or simple items like the total programs passed, etc.

A/U Full System Backup/Restore option is now on the menu.  It will backup you entire A/U System (Rules, Rates, Prices, Conditions, etc.) into one zip file for easy storage and retrieval.

New Credit Interface: Information Networks. Contact Sales if you are interested in signing up for this Vendor.

Custom Productivity Reports:  Modified Sales Productivity report to set certain items in the DAILY columns to ignore the Full Package Date per client request.

ELI Exports:  Modified the GL-Data and GL-Summary to group and summarize by Branch, instead of by team as previously requested.

  Back to Home  •  Back to Downloads