Import/Export Standardized Cash Flow Descriptions in the Administration section
Now Admins can view and edit auto-standardized line item descriptions for cash flows. Navigate to the Administration section to import/export a list of line items and their standardized naming conventions. Uploading a new standardized line item mapping file for a silo will apply the new mappings and will effectively be an overwrite of the existing mappings.
Comment Section Enabled for Property Income Valuations
Add comments when uploading cash flow documents or creating income valuations. Navigate to the Property Income Valuations section and click the icon shown below under the valuation you would like to add a comment to. Add comments to add context about the sources of data for the valuations, assumptions made in the valuation, or the use of the valuation in underwriting analysis. Once you’ve added your comment, click “Save” to confirm your comment saves.
Minor Bug Fixes
- Rate type “30-day SOFR” updated to “1 M TERM SOFR”
- Ellipses removed from Property Details and Location Details tabs
- Company phone number formatting corrected
- Loan Pricing Options table no longer fails to calculate when user changed minimum DSCR