WaterfallCalc Plus Release Notes
1.33 - November 2024
Features
- Improve stability of Application pages.
1.32 - October 2024
Features
- Data access updates.
- Improve validations.
1.31 - October 2024
Features
- Security updates.
Fixes
- Date validation fixes.
1.30 - October 2024
Features
- Security updates.
1.29 - October 2024
Features
- Security updates.
Fixes
- Several minor bug fixes.
1.28 - October 2024
Features
- Security updates.
1.27 - September 2024
Features
- Security updates.
1.26 - September 2024
Features
- Security updates.
- Split Lender logo update to its own area separate of the Lender settings update.
1.25 - September 2024
Features
- Security updates.
1.24 - September 2024
Features
- Security updates.
1.23 - September 2024
Features
- Security updates.
- Added new Message button to the Loans grid to send a borrower a message.
- Removed New Message button on the Messages dashboard.
1.22 - September 2024
Features
- Security updates.
1.21 - August 2024
Features
- Added Saved State to grids to preserve filters between page loads.
- Added report called Applications Audit Report that looks at event audits for all Loan Applications in Lender portfolio.
- Added a grid view to the Lender Application view to display application event audits.
- Increased the size of grids that contain large datasets.
- A few simple UI improvments.
- Improved the Excel export feature on reports to preserve any set filter(s) in exported data.
- Improved the Excel export feature on reports to show proper date formats.
- Developed global error handling system.
- Added additional security for document uploads.
- Combined Borrower invite upload and Delinquent loan upload into the same user interface to reduce confusion.
Fixes
- Fix sorting in grids by formatting date properly.
Known Issues
- Excel exporting from reports my not work properly with Microsoft Edge. Exporting reports to Excel works normally with Firefox and Chrome browsers.
1.20 - May 2024
Features
- Added expanded Application Status framework to trigger workflows and deadline compliance.
- Added expanded Application Audits.
- Added ability to attach documents to messages between Lender (Servicer) and Borrower
Fixes
- Fix message routing bug.
- Fix bug where message was not getting marked as Read.
- Fix bug where a Borrower message is not getting added to reply thread.
- Fix Application Audit date bug.
- Fix Loan File modified date format.
- Fix Application controller method BorrowerStartedApplication event.
- Fix Application date time input on Lender/Application to display local time.
- Limit Borrower to only see messages addressed to Borrower. Lender can see all messages.
- Fix bug in Loan view of Borrower when click the message envelope icon.
1.19 - April 2024
Features
- Improved return messages from Invite API.
- Attach documents to Messages between Lenders and Borrowers.
1.18 - February 2024
Features
- Added a full separation of Borrowers with the same Loan # if one Borrower requests their Application information be kept private. This will result in a Loan File for each Borrower. Contributors that are added will be non-signing.
- Widened Note column in Lender view of Loan File, Notes grid.
- Added Property Address to Lender Loan Detail view.
- Added 2 new notification triggers for FHA registrations.
Fixes
- Fixed a bug in Excel imports if the upload file is not .xlsx.
- Fixed issue with Application Signatures not showing data on Loan Detail view.
- Fixed minor UI flaws.
1.17 - February 2024
Features
- Add default agent to Lender settings.
- Add additional columns to Loans grid on Lender dashboard.
- Add dialog to show and hide columns on the Loans grid on Lender dashboard.
- Add email recipients to a notification template.
- Add validations to prevent FHA loan questions from being skipped at Borrower registration.
- Add pop-up confirmation dialogs and custom text for Borrower:
- Application start action
- Application continue action
- Application submit action
Fixes
- Fixed a bug in triggering event notifications in Loans.
- Fixed a bug where Loan statuses did not match.
- Fixed a bug with Person null record on Borrower registration.
- Fixed a bug that was not saving Borrower expense comments.
1.16.3 - January 2024
Fixes
- Fixed a bug in Lender Id and Lender login.
1.16.2 - January 2024
Fixes
- Fixed a bug in borrower registration.
1.16.1 - January 2024
Fixes
- Fixed an issue with user roles affecting some html markup.
1.16 - December 2023
Features
- Add From and Reply To email addresses for Lender outbound emails.
- SendGrid Email API web hook added to received email events.
- Lender defined theme system for Borrower and external facing pages.
- Re-invite text was updated to show invite template text.
- Prevent archived lender users from being visible.
- Removed ability to re-open a loan.
- Added more detail to Event Log notes.
Fixes
- Fix bug that allowed a borrower to fill out the registration form multiple times.
- Fix some UI bugs.
1.15.2 - December 2023
Features
Fixes
- Fix bug in API invite where lender logo is missing from invite email
1.15.1 - December 2023
Features
Fixes
- Prevent borrower from accidently creating multiple application records
- Fix wrong application status values in display
- Fix bug that crashed site due to missing record in Loan File when opening an Application
1.15 - November 2023
Features
- Improve responsive mobile experience
- API improvements
Fixes
- Fix signature page grid load.
1.14 - November 2023
Features
- API method - import delinquent loans via automation.
- API method - automation method to invite a delinquent borrower.
- Invited Borrower Report
- FHA Loan Report
Fixes
- Quick navigation to application pages from signature page.
- Fix application signature save bug.
1.0.13 - October 2023
Features
- Add Loan Number as optional search parameter on Lender external landing page.
Fixes