Edit Settlement Agent Details In Lending UI

Posted 8 months ago by José Gómez

J
José Gómez Admin

Date Available: 

Beta 7/18, Prod 8/15

Which customers are impacted?: 

Customers who are using the closing process and the disclosures and closing tab on the lending UI.

How to turn on: 

  • This feature will be automatically enabled for all customers on the dates listed above.

Purpose of Update and Benefit: 

Previously, closers were required to do a redraw in order to edit settlement agent information. However, with the introduction of this new feature, closers can now edit settlement agent information without needing to do a redraw.

Current Behavior: 

In order to edit settlement agent information, the closer is required to do a redraw since all edits are locked once the closing is sent.

New Behavior: 

Closer can now edit the settlement agent information without needing to do a redraw.

 

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