Compliance Eagle integration is now available!

There is a new Section 32 switch in general defaults to disallow closing docs and closing statuses for Section 32 loans, or loans that haven't yet been run through the Section 32 Calculator.

New Flag in general defaults to disallow a user to change the loan status if any fields required for a HMDA report haven't been completed.  The current list of items that must be completed is:
Purchase Y/N, Occupancy status, Subject Street, City, ST, Zip, County, Property Type, Application/Loan Number, Application Date, Loan Amount, Rate, Term, Lien Position, Secured Y/N, Borrower's First and Last Names, Race, Sex, Ethnicity (unless Furnish="N") for each borrower, and there must be income in this loan file.

Moved Section 32 Logic into master program for direct access from Section 32 testing forms during printing (custom request)

Added "CE Plan" to Prepayment section (Closing Doc Info) to allow user to map the correct type of Compliance Eagle Prepay Plan code for getting more direct results from the Compliance Eagle reviews.

Corrected issues with File Attachments not properly reconnecting to loans that are Copied using the COPY LOAN function in the Lookup screen.  Each copy of a loan file gets its own copies of the attachments in case the original loan file is deleted.  Attachments were being copied, but properly linked to the new loan file.  This is now remedied.

Modifications to the Custom ELI Export were made in this release based on the customer's request.

New Feature added:  Payment Tracking (for tracking Credit cards and Checks paid by borrower for fees outside closing).

New A/U & RepGenII field:  Fico-Average of all Non-Zero scores for all borrowers.

New option in Defaults/Setup/General to revert back to Outlook Legacy connection methods.  This would only be used if you have IMAP or other settings in Outlook, and are receiving fatal error exceptions trying to send email from within Energizer in the newer versions.

New Contact Card popup in the Loan Contacts screen.  Simply click on a contact's name (person or company) to get a quick "contact card" view of their information.  If an email address is listed, you may also click on the email address to send them an email message.

Corrected issue with Broker/Dealer popup window not selecting the first item in the list.  Previously, if you wanted to choose the first result in the list after a search, the popup would not return the newly selected name, rather the original value you have in the loan/quickapp.  This has been corrected and will now return the selection properly.  The Broker/Dealer popup window now defaults to being sorted by Name, not Code, for ease of reference.

When deleting a loan from the Loan Lookup screen, if it was started from a lead and still has the lead tied to it, then the user will be prompted if they want to remove the lead from the database at the same time.

Export window now offers the ability to enter an email address to have the list of exported loans sent to.  This is a notification, not the actual export file.  To attach the actual export file, you will still need to check the option to add to email message.  The purpose of this is for nighlty processes that run and automatically dump export files out to various locations, you can have a list of those files which were included in the data exports be sent to a given user for tracking and follow up.

Moved the Run Credit button to the left so that it is not directly under the Start New Loan button on the Quick App screen.  Some users would accidentally click the Start New Loan button a second time, unsure if they clicked the first time, causing the "click" to be sent to the next screen which would run a credit report before they had the opportunity to double check the request data.  Now, there is no button in the same place, so a second click will not perform any function unexpectedly.

Doc Magic Export corrected for error when exporting with an SQL Database.

Trades export now offers option to hide SSNs (set all to zero) in the XLS Spreadsheet output file.

New form for California lending:  DRE 885 (3 individual pages) has now been added to the list of "MORE DOCS" that you may select from on the fly in the printing screens, or add to your default "Stacking lists" to have automatically displayed for your users when they go into the printing screens for a loan using the Investor Program you set up for the California loans.

Wolters Kluwer (formerly Bankers Systems Inc) R.I.C. (Retail Installment Contract) & Deed updates for the state of Iowa.  This update affects the PDF based versions of those documents only.

Re-enabled the popup option to change loan status in main Printing Window when you check the Approval or Decline Letters.  The Decline letter selection will also display the Decline Reasons screen so you may enter your selections prior to printing the document.

New User Flag:  Access to Loans that have been Closed Out for HMDA.  This flag lets you set users to Read Only for closed out loans to prevent them from altering critical information about the loan file after you have prepped the loan data for HMDA Reporting.

New field on Loan Status screen:  Misc. Tracking (30 characters, free form) for your own internal usage.  Currently it does not print anywhere.

Custom Feature for Branch Banking and Trust (BB&T), Risk Based Client Due Diligence (RBCDD) Project is now enabled.

Draft Setup for BB&T.  RBCDD Updates. 

Corrected issue when READ ONLY after closed out to HMDA, all "R=" user access items act as if they were actually selected by the administrator, when in reality they were not.

Export to Document Express Inc. services is complete.

Auto Calculate missing Credit Card payments for XML based Credit reports.

Added Review Date to Status Screen for 2nd U/W Review requirements.  This field can only be completed by a user who has security enabled to check/uncheck the "Reviewed" checkboxes on the data screens.

Updates to the custom ELI export files for BB&T.

A/U Approved Rate Waiver Reasons: Once loan has been submitted from A/U (Switch to Selected) then users may not alter the Interest rate in WTD unless they have Security clearance to do so.  Once a secure user alters the rate, they must enter a description (Reason for Waiver) of why they altered the rate from the once approved by the A/U rules engine.

Updates for Wolters Kluwer (Formerly B.S.I.) PDF Deed of Trust for Virginia.  Due to a misnamed field by WK, one of the fields was not being populated with a data value from the loan file.

Export to Document Express (CyberDocs) offers an option to launch default Internet Browser to open web site after export is complete.

Updates for Wolters Kluwer (formerly BSI) PDF Deed of Trust for "VA".

Modifications per client request for Custom Export "ELI"

ELI Now uses Doc Types in the Sub Prime flags field
RBCDD Feature now allows an override user to clear the KEY for selected Client to rerun from scratch.

Credco XML (MISMO) Format now available.

ACH account number field changed from Numeric to Character to allow leading zeroes to be tracked.

MISMO Exports (including that used by Document Express Inc) would error for clients using the SQL back end.  This bug was in conv erting the dates coming from SQL into our system, as we were translating them into the output XML data for the export. This bug did not affect the storage of the dates in Energizer, nor any other output.  It was solely an issue with date formatting in the MISMO output.  Most dates would still report properly, but it is recommended that if you ignore through the errors you cross check dates in your loan file when it is imported into the other systems.

BB&T Feature: Lock the Loan Amount from being changed +/- 10% after application stage, and freeze lien position.

FHA Changes to MCAW and Calculator for new factors in the 10.f.2 field. Now in the calculator you can specify whether this loan is in a low cost state or not, and the factors will be set based upon the market value and type of state you are lending in.

Section 32 calculations corrected for using Amount Financed instead of Loan Amount in State Tiers.

Corrected Mismo File export to convert Respa Fee "Paid To" names to XML format (no symbols).

New Security Item to restrict users from Printing Leads. Added State filter to Lead Maintenance screen.

Added Cashout to RepGenII layout creator selection table.

Added security to Lead Maintenance screen based on user's rights to see other loans (self/team/branch/region/all)

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