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Update 9/4: The production release date has been moved from 9/10 to 9/17 to accommodate the code freeze due to Forum. The text below has been updated to reflect this new date.
Date Available: Beta 8/13, Prod 9/17
Which customers are impacted?: Customers using Encompass Docs for Disclosures.
Required?: Yes, this is a required release. Required releases are features that Blend wants to standardize in the codebase, and typically do not require additional configuration.
How to turn on: This feature will be automatically enabled on the dates listed above.
Purpose of Update and Benefit:
SSA-89 documents generated from Encompass Docs include optional initials and text tabs allowing borrowers to specify a different consent period than the default 90 days written in the doc. If a borrower excluded either the initials or a written date, the document was no longer able to be accepted by the SSA. To prevent accidental voiding of future docs delivered to borrowers in Blend, the eSign task will be updated so that both the initials and text tabs are excluded.
Current Behavior:
Consent fields on the SSA-89 document show optional tabs that allow the borrower to select a new timeframe that their consent is signed and their initials, which should only be used if the consent timeframe is deviating from the default 90 day timeframe outlined in the doc.
New Behavior:
With this update, the tabs that allow borrowers to define a new date and provide their initials will be removed from the Blend eSign task.
If lender customers wish to keep the borrower’s option of specifying a different time frame on the SSA-89 doc, then Blend’s recommendation is for the lender customer to print the doc and present it to the borrower as a wet-sign doc, or post the doc to Blend’s disclosures as a custom wet-sign document.
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