ProLink+ 22.4.2/22.4.3 Release Notes

The Homeowner Application Overview screen in the Agency Portal includes a new field called Latest Message Received Date, so that you can quickly see when the latest message was received from the applicant.

When an agency user creates a new message from the Agency Portal, the system will also send an email to the applicant's email address.

Optionally, the agency can configure the system so that it copies the assigned counselor(s) on the email. The new config setting is EnableCopyCounselorOnMessageEmail.

In a related change, the Manage User Profile screen includes a new field called Suppress all Outbound Email. When this checkbox is selected, the system will not generate outbound emails to the user. Only a system administrator can update the checkbox; for example, if email to the address is undeliverable.

The Agency Portal now includes a Messages data view, so that you can search and report on messages across the system.

In the Homeowner Portal, we made several changes to the way the screens look, to better inform the applicant about unread messages.

Application list (multi-application dashboard)

Application dashboard

Messages page

The status information is now more helpful when viewing the application list, or dashboard for multiple applications.

If there is one program application for the homeowner, then the statuses are as follows:

If there are multiple program applications for the homeowner, then the statuses are as follows:

If any application has answered a program's pre-qualification question, you will no longer be able to edit the Required Answer on the Edit Question screen for that question. This change will help prevent previously pre-qualified applications from becoming ineligible because of a subsequent change to the question. If you want to change the required answer, you should delete the question and create a new one.

The Edit Program Qualification screen now provides the ability to enter a detailed breakdown of the itemized expenses used to determine the housing ratio.

You now have the option to create a copy of the disbursement file from the Disbursement utility's Export History grid. Select the file to access, and then click Export Selected in the top toolbar. The file is downloaded to your device.

This functionality is available if you have the Utilities Disbursements View or Utilities Disbursements Modify security privileges.

ProLink made the following changes to Agency Portal user records:

When you select "T - Termination" as the Record Type to queue on the CDF Records screen, you can now select from inactive programs in the ProLink+ Program list.

If you update the Disbursement Amount on a Pending Automatic Regular disbursement, the system will prompt you if there are other Pending Automatic Regular disbursements for the same payee. You can click Yes to update the disbursement amounts for the other disbursements at the same time, click No to update only the one disbursement, or click Cancel to not make any changes.

If updating all Pending Automatic Regular disbursements would cause the total sum of disbursements to exceed the Total Approved Amount, then the system presents an error and does not update any disbursements.

ProLink has changed the way the system evaluates totals for applicants so that previously completed programs do not penalize applicants applying a second time.

When evaluating the Total Lifetime Benefits per program and Total Lifetime Benefits per applicant/profile, the system continues to use the Total Approved Amount of other programs in stage <= Stage 6. However, the system will now use the Total Disbursed Amount for other programs in Stage 7 or 8.

The sum of (approved amounts for all programs where Stage <= 6) and (total disbursed net of returns for all programs where Stage >= 7) for all applications under the profile cannot exceed the Max Total Lifetime Assistance. The sum of (approved amounts for the same program where Stage <= 6) and (total disbursed net of returns for the same program where Stage >= 7) for all applications under the profile cannot exceed the Max Lifetime Assistance for the Program.