New GFE and HUD-1a documents to adhere to regulatory changes. Immediately after your upgrade, your system will be configured to begin using the new documents on 01/01/2010. You may modify this date, and other GFE settings in defaults.

To set your GFE Settings, go to Defaults/System Setup/General System Preferences then click [More Settings] in the bottom right corner above the [OK] button. In the More Settings screen, you will find a grouping for GFE Settings.

You may also elect to change which set of GFE fees to keep for later comparison on HUD-1a pg 2. To keep the latest set of fees (most recent print out) change the setting here in defaults. If you elect to always use the very first print out's fees, you may assign certain users the right to reset (erase) the currently held set of GFE disclosed fees (this setting is in user security, define access rights, about 30 items down near the Reg-z fees flags). Erasing the fees will mean that the next GFE print out will be retained for comparison.

In defaults, you may also set some values to prefill the GFE Page 1 dates and number of days values for new loans started from the Quick-App screen. These values may be edited from the first fees screen (HUD 800's) by clicking [More GFE Items] near lower left corner of the page. Here you may also set the comparison chart for GFE Page 3 by entering the optional higher rate, and rebate (in points) to obtain it, and the lower rate and cost (points) to obtain that as well.

New FNMA 1008 required for use by 01/01/2010 has now been included in the system. Once you upgrade you will be permanently moved to using the new 1008 form. If you need to print the old 1008, for any reason, please contact support for instructions on how to plug in the 10081old form from your forms folder into the menu for printing.

Corrected issue with Compliance Eagle where Loan Energizer would not update the MSA code if the returned value was NA. The program will now reset the field value to 0 which equates to NA, and remove any existing value.

The new GFE now offers 6 lines in the Box 3 section, and free-form ability to type in a time-of-day that the Rate is good through (page 1 item 1).

Corrected GFE to gather 1202/4/5 "Deed/Mtg/rel" fees on Start New Loan (QuickApp) and when resetting closing costs by clicking [Restore Defaults] in the fees screen (801).

Fixed issue with Trade Export locking up with new Excel 2007 when saving XLS file type.

Corrected fees screen to strip out HUD 1001 amt/mos values to prevent accidental recalculation of a hidden 1001 amount which is no longer valid. Additionally added trigger in Start New Loan (QuickApp) to zero as well if found in the default scenario for given Investor Program.

Fixed error in File Attachment Details popup when changing the Security Level (error Property ... is not found).

Modified GFE2 (Details) to reflect new fee descriptions. Changed Title to no longer include the word Estimate.

Corrected Itemization descriptions in print engine for new-vs-old long GFE descriptions (includes payees).

Rate Extension/Renegotiation Custom project.

Optional GFE override Date on the GFE Items popup screen (button on 801 screen). If completed, this date will override the form logic to print Date Docs or Application Date.

Custom Feature changes per client request (GWF):
* . Lock Extensions always on until expired
* . Renegotiation only allowed on original rate sheet for lowering the current rate
* . Relocking now allows any program/rate/product from original rate lock sheet
* . New appraisal evaluation methods

GFE now has new default setting (companywide, not loan by loan) to show ALL fees, not just borrower paid.

GWF custom requests for Front-End revenue and Initial revenue in RepGenII.

Updated Compliance Eagle integration for new GFE Fees/HUD #s, in order to properly map the new HUD Descriptions for Mavent.

Removed inclusion of VA Utilities in property expenses now, as it was reporting that including them was messing up the DTI in WTD.

Changed the main printing screen to keep latest date-time stamp for printed items, in the reordered field. The smaller printing windows already used this behavior, and the main screen was updated to now match. Up until this point the main print screen would only keep the dates from the first and second print jobs. Now it will retain the first and latest print job dates for given docs.

Also, we altered the GFE, Page 1, Important Dates Section, Item 4 to now accept -1 and print N/A in the document for that value.

Ask user (Y/N) to overwrite the Appdate when changing current loan status back to application from other value.

Added Lead Comments 1/2/3 to Email Campaign manager Merge Variables. Comments1 holds QuinStreet lead source.

Added Lock Extension/Renegotiation Date/Type/# days extended, to Screen/RepGen II.

Added Line 809 to custom commission report and add it in as revenue or the lock screens.

Added Index Rate to A/U Rate table which van now vary per rate list, and allows mapping to XLS spreadsheet.

New checkboxes to select which programs are chosen to respond as Lending Tree offers in rate list set up screen.

Added user-security flag which can be set to Restrict certain users from changing UFMIP in the FHA Calculator and HUD-902 in the closing costs.

Added Loan Type (CONVENTIONAL, FHA, VA, EQUITY 2nd, TITLE I) to DocKit Builder rules engine, to allow you to build rules to insert program-specific disclosures for FHA or VA programs (and the other programs too).

Added FA_Access to RepGenII for File Attachment report (Security access level to each attachment).

Switched the order of adjustments (e0035p) when incr/decr rate to check floor/ceiling last, not first, to prevent a best-case scenario from adjusting below the index+margin.

Added LoanProgrm to Trades export for custom client request.

Modified how Loan Energizer calculates the printed GFE's Interest Rate Change Date for disclosure on page 1. (HUD-1a too).

Wolters Kluwer RIC for OH now prints 1202 (non filing fees) in stack below in section 6.

Added A/U Max Rebate. User cannot exceed max rebate, if configured, when locking/extending locks.

New User security flag: Can lock interest rate when loan is in Read Only mode.

Added Current Status as first field in Trades output XLS spreadsheet file.

Corrected bug with re-enabling lock rate button after running rates from previous rate sheet.

Wolters Kluwer Retail Installment Contract (RIC) now prints "disbursement" for non-dealer loans when printing the RIC. This is determined by the RIC/DealerLoan flag set to Y or not (N or space).

New default value can be set (General System Prefs, QuickApp area) for 1003 page 1 Estate Held (Fee Simple/Leasehold).

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