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Release Notes February 9th, 2022

Nick Rice

New Pipeline UI

  • Updated header to match deal summary
    4.03.00_1.png

  • Updated filters

    • Replaced close date filter with origination date filter on portfolio view
      4.03.00_2.png

  • Updated analytics design
    4.03.00_3.png

  • Updated individual deal details

    • combined card view and detail view
      4.03.00_4.png

  • Graph view is still available

4.03.00_5.png

 

Edit User Role in Admin Settings

  • Admin users can now edit user role (admin vs user) on edit user in admin section

4.03.00_6.png

 

Display Loan Amount/UPB appropriately

  • When a deal is in pipeline, display original loan amount

  • When a deal is in portfolio, display loan balance and include loan amount in hover

    • allow for user to edit loan balance in edit deal details
      4.03.00_7.png

  • When a deal is in paid off, display original loan amount

4.03.00_8.png

 

Bugs

  • fixed error where some deals wouldn’t load collateral after deal creation

  • Fixed issue where rent roll didn’t independently scroll

  • $/SF on commercial rent comparables now goes to 2 decimal places
    4.03.00_9.png

  • Fixed government screening process

  • added Underwriting Fee as a fee option

  • Fixed edit person details not saving

  • On person screening popup, fixed phone number formatting

  • Removed error alert when clicking on tasks

  • fixed ability to edit company details

  • fixed issue where $/SF and $/unit on deal summary wouldn’t display