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Published byCollin Henderson Modified over 8 years ago
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Items added since last user group Ricky Garcia
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Additional Closing Fees & Disbursement Report New Financial Information section on Facility Details page 2
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Rate Schedule Enhancement 3
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Added several fields to Participations section Participation Rate Variable or Fixed Participation Rate Index Margin Servicing Fee ($ or %) Accrual Basis Participation or Syndication 4
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Added Less Participation field to Facility Details page and net out value from Exposure. 5
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Query Builder Performance Refactor Work Queues: Restrict to Current Users Items Enhancements Loan Adjustments to Exposure Permission (AdjToExposureEdit) 6
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Boarding Class of Presentation Reports 7
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New Credit Decision Report 8
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Facility Audit Log Schedule E Mini-Fin Support 9
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Query Edit and Query Add permission functionality Removal of obsolete permissions Admin configuration for default WAM Action Code 10 Admin menu ease of use and performance changes Tracking Section Field Settings broken into individual sections for better performance
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Added TIN and Full Name to “Covenants by Borrower – All Columns” report Rent Roll by Unit report sort by unit number Child File Loan Review Date updates in Relationship File Grid Added additional fields to Required Document Work Queue column selection 11
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Enhanced Cash Flow Activity Page Association to support different spread types Exposed Close Date on Activity Details popup 12
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Now you can add parties to file without them being in the file Authorized Signers (goes to OFAC and LaserPro) OFAC Added “Return to Relationship Page” when user access party profile from additional relationships Risk Rating Calculator pulls most recent credit score based on date Default Statement Type to Tax Return for Tax Returns Created Traditional Cash Flow Statement templates for AUTO and CONTR industries 13
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Covenant Enhancements including: Covenant Measurement Edit permissions Covenant Measurement is automatically created at creation of covenant record Update Date and Update User added Covenant Measurement Past Due Flag added 14
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