Edit Settlement Agent Details In Lending UI

Posted 13 days 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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