What's New
The release introduces new functionality in the following categories:
Homeowner Portal Enhancements
New Warning Message for Monthly Incomes that Exceed Agency Threshold
The Financial Information screen can now present a warning to the applicant if they enter an amount in the monthly income fields (for the homeowner and co-borrower fields) that exceeds an agency-specified threshold. The threshold amount is determined by a configuration setting (HomeownerPortalMonthlyIncomeWarningThreshold). If the value for the config setting is less than or equal to zero, the warning is not displayed.
Ability to Turn off Data Collection for Certain Fields in the Homeowner Portal
ProLink can configure the Homeowner Portal to hide the following information:
Judgements section on the Property screen
When this configuration is set up, this information is also hidden on the Edit Homeowner Application screen in the Agency Portal.
Lender field on the Mortgage screen and Application Summary screen
When this configuration is set up, the conditional validation for the field is turned off in the Agency Portal.
In addition, the Expense Category picklist (Agency Portal) is now a non-system picklist. And inactive expense categories are not displayed on the Property screen in the Homeowner Portal.
Agency Portal Enhancements
Homeowner Application Updates
You can now inactivate an application without populating the required fields.
Updates to the Form 1098 Utility
ProLink updated the Form 1098 utility. The new Generate PDFs button allows you to generate three different PDFs containing Form 1098-MA: Copy A, Copy B, and Copy C.
Each report includes one page for each Homeowner Application with paid disbursements in the selected Tax Year.
The export option, which allows you to export raw 1098 data, is still available and now includes the following columns required for the 1098-MA: HFA and Borrower Payments, HFA Payments, and Borrower Payments.