ProLink+ Release Notes: Quarter 3, 2023

ProLink+ now supports exporting Third Party Agreements (TPAs), called executed authorization forms in ProLink+, when exporting common data file (CDF) I records. The CDF Records spreadsheet and the associated executed authorization forms are included in one .zip file, which the agency can then send to the mortgage servicer.

The functionality is controlled by a new configuration setting, called "EnableCDFAndExecutedAuthorizationFormZipFile." The default is False, which means the system performs as it has previously (executed authorization forms not exported).

The executed authorization forms are exported with the CDF Records spreadsheet when:

ProLink+ supports the latest version of the CDF file—version 7.41. This version accepts new values for the Obstacle Reason (Objection Reason) in column "AS"—"Permanent loss mitigation completed - documents signed/recorded" and "Late-stage loss mitigation approved/documents sent to homeowner."

The PL_ProgramCategory picklist includes a new checkbox option to indicate whether the program category (subprogram) is accepting applications. As a result, you can now turn off application intake for a program category in the Homeowner Portal while continuing to accept applications for other program categories. The agency can continue to process applications in the back office for the program category, even though it is no longer available in the Homeowner Portal.

When the checkbox is selected, the system shows the program category on the Homeowner Portal Program Selection page. With this change, the checkbox defaults to selected for subprograms. The system administrator should clear the checkbox for any subprograms that should be hidden in the Homeowner Portal.

When a homeowner signs and submits the application through the Homeowner Portal, the system now uploads each document in the DocuSign signature package separately. If the name of a file is "Signed Third Party Authorization," then the system sets the File Category to "Executed Authorization Form" for the file and the File Category to "Other" for all other files in the package.

As a result, the agency can more easily associate the third party authorization form (executed authorization form) to the mortgage for the CDF export process (see above). Please reach out to ProLink Support to configure the DocuSign package if you are interested in this functionality.

The Edit Configuration Setting screen includes a new Description field, which can be used to provide more information about a particular configuration setting. The field is read-only and can by updated by ProLink.

If you would like to see the field as a default column on the data view list screen, you can change the columns in the View Manager, or the system administrator can change the default columns for the default view for all users in Data Views Admin.