You said,
we did

DecisionPro version 23.2 includes several enhancements and issue corrections. The most significant enhancement is a substantial increase in the Automatic Payment and Account Holder datapoints that can be collected in DecisionPro and exported to LaserPro. Previously, only a few datapoints for automatic payments existed in DecisionPro and could be exported to LaserPro, and the remaining fields had to be manually keyed in LaserPro. Version 23.2 also includes support for email authentication to an SMTP server.

DecisionPro version 24.1 will include further parity between the browser and client modules and early development of the 1071 Small Business Data Collection requirements.

DecisionPro 23.2 Release notes

Mark your calendars for June 28 because our next release, version 24.1, is packed with exciting changes you said we need, and we are doing to enhance the user experiences across the board.

• Small Business Data Collection (SBDC) Interface: Prepare for a game-changer! Our fully-functional SBDC interface, coupled with the Compliance Reporter SBDC-1071 solution, streamlines data collection for small businesses. Compliance just got easier.
• Credit Memo Module Enhancement: Administrators, rejoice! We’ve introduced an enhancement to credit memos that automatically displays relevant modules – even when users haven’t added data. Imagine simplified navigation training: click on a module, add information, save, and voilà! You’re right back to completing the next task in the credit memo. 
• Fresh Color Schemes: We’re giving all modules a facelift! Expect color schemes that closely match Finastra’s brand identity. A cohesive and visually appealing experience awaits.
• Stay tuned for these exciting updates – it’s a release you won’t want to miss!

Support for Login with Microsoft Entra ID

Elevate your PowerManager login experience with Microsoft Entra ID. This integration allows for utilizing multi-factor authentication for enhanced security and also streamlines your workflow with a single sign-on experience across other Finastra Retail Lending products and other organizational systems using Microsoft sign-in, such as Office 365. We encourage you to explore and test the significantly enhanced login experience for PowerManager. Learn more about Microsoft Entra ID by clicking here. Please refer to the Originate Mortgagebot Entra ID User Guide available in Support Center for details on prerequisites and how to use the integration. For more information, please refer to the ‘Microsoft Entra ID login’ section in the Finastra Originate Mortgagebot 24.1 Release Notes on Support Center. If you have any questions or feedback on this feature please submit a support case.

We’re excited to present the Leads Pipeline, which is designed to streamline your workflow, boost your productivity by managing your list of leads in Originate Mortgagebot, and help get more borrowers from the initial conversation through to the closing table. The Leads Pipeline includes leads generated through borrowers signing up for rate watches on your borrower-facing sites and allows you to create new leads with minimal required data. For more information, please refer to the ‘PowerManager Rewrite: Leads Pipeline’ section in the Finastra Originate Mortgagebot 24.1 Release Notes on Support Center. If you have any questions or feedback on this feature, please submit a support case.

Flexible document language allows our customers to replace the standard language in LaserPro paragraphs with custom language. This enhancement enables customers to save time, reduce errors, and streamline the documentation process.

Version 23.1 includes an enhancement that provides the option to calculate a ‘stressed’ DTI (debt to income) for credit policy purposes. This enhancement was widely requested by our client base. When decisioning a loan, a FI may want to use a higher (stressed) interest rate for the current loan to determine if a customer would still qualify with a higher DTI. Previously, this had to be done manually and then undone before loan documents were produced. With this enhancement, the stressed DTI is automatically calculated and incorporated into their credit policy used for decisioning the loan. The applicable interest rate is retained and exported to LaserPro.

DecisionPro 23.1 Release Notes

Leverage cutting-edge extraction technology to convert tax documents into self-employed income calculations and underlying data points consumable in your loan onboarding workflow. Automating self-employed income assessment focuses underwriters on the work that requires their detailed analysis and reduces the learning curve for new staff. As a result, borrower can be qualified more quickly and given a better customer experience.

Several new enhancements to CreditQuest include: third-party API services; prioritized behind-the-scenes user and system security protocol; enhanced administrative functionality improvements; initial deployment of Small Business Data Collection Tool (DFA 1071 solution); refractory work to allow it to fully function in both Chrome and Edge.

CreditQuest 23.1.1 Release Notes
CreditQuest 23.3 Release Notes

Now features a pipeline view that will revolutionize the way you manage applications in the system. With this new feature, you’ll be able to see applications that used to show in search mortgage in an organized and easy-to-use responsive interface that looks and feels like the new MortgagebotLOS, making it easier to stay on top of your applications and be more efficient on any tablet or computer. This feature also sets the product up for many exciting enhancements to come that will continue to make users more efficient within the system. Don’t miss out on this opportunity to take your productivity to the next level.

Finastra Originate Mortgagebot 23.3 Release Notes
Finastra Originate Mortgagebot 23.4 Release Notes

We have recently implemented the “Checklists” feature in LaserPro Conductor. Administrators can create checklists within Total Lending’s Configuration Portal to meet quality standards whether by Role or by a Loan Product. Users can then access the checklists from Conductor within the new “Checklists” tab. This new feature not only improves loan package quality but also keeps the completed checklist with the transaction. Note: release notes are also available under the Conductor Help menu.

LaserPro Conductor User Guide