ProLink+ 22.2.4 Release Notes
ProLink Solutions is pleased to announce the 22.2.4 ProLink+ release. You've come to the right place to review What's New as well as additional Tickets Delivered.
UAT Release: April 20, 2022
Production Release: April 26, 2022
The release introduces the following new functionality.
Homeowner Portal
This section describes updates to the Homeowner Portal.
New Data Masking
We made updates to how social security and phone number data is displayed on screen.
The Homeowner, Co-Borrower, and Spouse Social Security Number fields show XXX-XX-XXXX in the field for guidance. When the user enters a value, it is masked on the screen. The user can click 
to view (and hide) the value entered.
We also made updates to the phone number fields listed in the table below. The fields show XXX-XXX-XXXX in the field for guidance. As the user enters a number, the value is filled in between the dashes.
Personal Info Tab | Homeowner Primary Phone Number Homeowner Secondary Phone Number Co-Borrower Primary Phone Number Co-Borrower Secondary Phone Number Spouse Primary Phone Number Spouse Secondary Phone Number |
Employment Tab | Homeowner Employer's Phone Co-Borrower Employer's Phone |
Property Tab | Hazard Insurance - Insurance Company Tel # Internet Expenses Phone Number Property Costs Expenses Phone Number Utilities Expenses Phone Number |
Mortgage Tab | Mortgage 1 Servicer Contact Phone Number Mortgage 2 Servicer Contact Phone Number Mortgage 3 Servicer Contact Phone Number Mortgage 4 Servicer Contact Phone Number |
Financial Tab | Updated placeholder text for Bankruptcy Case # field to "Case No." |
Updated Dashboard Status
The Status field on the Application Dashboard now reflects the Program Status instead the Application Status. In addition, if the status is inactive, the screen also shows the Inactive Reason.
Agency Portal
This section describes updates to the Agency Portal.
My Queue Updates
The Stage 5 grid on the My Queue screen now includes the 1st Mortgage Servicer to help in prioritizing applications.
New System Search Security Privilege
ProLink Admin includes a new security privilege called Main - System Quick Search - All Entity Apps. When a user's security role includes this security privilege, then the user sees only search results for applications that are assigned to the user or assigned to another user within the same entity.
Added Latest File Upload Date
We added the Latest File Upload date to the following places:
Homeowner Applications data view
Program Qualifications data view
Recent Activity section on the Homeowner Application Overview screen
The Latest File Upload is the most recent Created Date for all file attachments on an application.
More Control over the Homeowner Portal Banner
Agencies now have more control over the banner message and link that appear, if configured through the Agency Portal, on the application dashboard screen of the Homeowner Portal. You will no longer go to ProLink Admin Config Settings to configure the banner message and banner link. Instead, a new ProLink Admin screen, Dashboard Message, allows you to use a rich text editor to maintain both the banner message and banner link. The rich text editor allows you to format the message text.
Note
For some agencies, the banner message appears on the Sign and Submit screen of the Homeowner Portal. Please contact your ProLink representative if you have questions.
Agency Portal configuration and resulting dashboard message in the Homeowner Portal
The following existing security privileges control access to the Dashboard Message screen:
ProLink Admin - Program - View
ProLink Admin - Program - Modify
Administrative Read
Administrative Modify
Note
You will continue to maintain the application intake message through the ProLink Admin menu option for Application Intake.
NACHA File Support
If the Agency Portal is configured for it, you can export a National Automated Clearing House Association (NACHA) file from the Disbursements utility instead of the standard accounting file. The Disbursements utility supports creation of either the standard account file or the NACHA file.
When the HasNACHAFile config setting is TRUE, the Export to NACHA button is enabled. When the the config setting is FALSE (default), the Export to Accounting button is enabled. Only one of these buttons appears at a time in the top toolbar.
When you click Export to NACHA, the system generates a NACHA file containing the disbursements selected in the utility.
For NACHA files only, the system includes the following errors to prevent paying an entity without valid banking information:
If any payee to be included in the file does not have a 9-digit routing number, the file is not generated and the screen displays the warning: [Entity Name] does not have a valid routing number. Please enter a 9 digit routing number on the entity record to be able to pay [Entity Name].
If any payee to be included in the file does not have an account number, the file is not generated and the screen displays the warning: [Entity Name] does not have a valid bank account number. Please enter an Account Number on the entity record to be able to pay [Entity Name].
If no disbursements are selected, the screen displays the warning: No disbursements selected to export.
The release includes the following items.
Ticket Number | Description |
|---|---|
16571 | ProLink fixed an error that caused exports of more than 20 tasks from the My Tasks screen to fail. |
16572 | We updated the Notes/Tasks data view so that the Created By column correctly shows the user who created or updated the task, instead of the user who created or updated the application. |
16919 | The Underwriter % of AMI and Underwriter % of NMI fields on the Edit Program Qualification screen are now systematically calculated as expected for expense only programs. |
16984 | You can now import common data files (CDFs) when the Performance Status column (AM) includes more than 20 characters. The value is trimmed to 20 characters. |
17026 | Expense only program applications now function similar to mortgage program applications. The program status is changed to inactive when the Approved for Benefits field = No, the Decision Date is populated, and the Reason for Denial is populated. |
N/A | Changes to mortgage information are now written to the History log. |
N/A | The Homeowner Portal has been updated so that the Co-Borrower County and Spouse County in the Personal Information section and the Employer's County (for the homeowner and co-borrower) in the Employment section show the county name instead of the county sequence number. |