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Date Available: Beta 4/2, Prod 4/30
Which customers are impacted?: Mortgage and Home Equity customers on the Lending platform
How to turn on: This feature will be automatically enabled on the dates listed above.
Purpose of Update and Benefit:
The user interface (UI) that appears when loan team members manually request the Tax Transcripts follow-up on a Blend application is being updated to better reflect the selections loan team members need to make for lines 6 and 7 in the menu.
These changes will only be visible in the lender application’s follow-up workflow when loan team members manually request the Tax Transcript follow-up to borrowers.
Current Behavior:
The Transcript Type Requested field is a set of radio buttons that can only be edited after an option is selected from the “Line 6” dropdown menu. The checkboxes for Line 7a are read-only unless the “Yes” checkbox is selected for Line 7.
New Behavior:
The “Transcript Type Requested” is now a dropdown menu, and it only appears when a Tax Form Transcript is selected from Line 6. Similarly, the optional selections listed under Line 7a will only be visible and selectable if “Yes” is selected for Line 7.
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