New Pipeline UI
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Updated header to match deal summary
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Updated filters
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Replaced close date filter with origination date filter on portfolio view
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Updated analytics design
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Updated individual deal details
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combined card view and detail view
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Graph view is still available
Edit User Role in Admin Settings
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Admin users can now edit user role (admin vs user) on edit user in admin section
Display Loan Amount/UPB appropriately
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When a deal is in pipeline, display original loan amount
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When a deal is in portfolio, display loan balance and include loan amount in hover
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allow for user to edit loan balance in edit deal details
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When a deal is in paid off, display original loan amount
Bugs
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fixed error where some deals wouldn’t load collateral after deal creation
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Fixed issue where rent roll didn’t independently scroll
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$/SF on commercial rent comparables now goes to 2 decimal places
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Fixed government screening process
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added Underwriting Fee as a fee option
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Fixed edit person details not saving
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On person screening popup, fixed phone number formatting
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Removed error alert when clicking on tasks
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fixed ability to edit company details
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fixed issue where $/SF and $/unit on deal summary wouldn’t display