During the scheduled maintenance window, we released the following items to the production environment for Realm:


 New Features

 

  • [Lenders & TPOs] MLO Roster- Customers expressed the difficulty of providing their state auditors a list of all their MLOs. To help with this requirement, Comergence has built a feature where all Clients and Lenders can easily access and export their own MLO roster list for any given time period. (New Feature)


  • Lenders & TPOs] There has been an improvement in navigation for all users. Users now have the ability to click on any indvidual NMLS ID straight from the contact details. In addition, icons and dropdowns have been updated. (Enhancement)


Partnered Lenders

 

  • [Lender] S.A.R.A reports (Safe Act Regression Analysis) Lender partners will now have the ability to manually pull a report to run multiple compliance checks on a loan file for a specific state. (New Service) Please contact your Client Services Manager for more information.

 

  • [Lender] There has been an improvement in navigation for Lenders. Lenders will now be able to click on an NMLS ID for an individual in various areas access MLO details. (Enhancement)

 

  •  [Lender] All comments by category are available within the comments section located in the left side navigation menu on the client profile. A new drop down is available to select comment users wish to view in one place! (Enhancement)



TPOs 

  • [Client] Inactive user icon has been replaced with a quick activate button. Clients will now be able to activate any inactive user with a click of a button! (Enhancement)

Bug Fixes


Partnered Lenders

  • [Lender] Document added showing actioned by TPO user in document history (Bug Fix)
  • [Lender] Some Lenders were unable to deactivate a number of assigned users. Error message, "There are accounts assigned to this user. Please re-assign all accounts for this user before deactivating" displayed although the system showed "No matched found” when trying to locate accounts assigned to the user. (Bug Fix)
  • [Lender] No status date showing for some clients in Lender’s Client Tab. (Bug Fix)
  • [Lender] Pagination in audit log for Lender and Comergence users when there was a long update set (Bug Fix)
  • [Lender-Global Documents] Red asterisk for Channel is not displayed on the right place (Bug Fix)
  • [Lender – Global Documents] Red asterisk for Channel is not displayed on the right place (Bug Fix)

TPOs 

  • [Client] Weekly Status Report going to clients who completed their AML Certification Requirement (Bug Fix)
  • [Client] Fixed validation for username from User Settings (Bug fix)
  • [Client] 5xx error displayed sometimes for TPO users assigned the Originator role. (Bug Fix)