Improvements
- The Opportunity Screen footer has a brand new look!
- You’ll now see how the current values compare to the target with bar charts
- The Opportunity return metrics will now be on the left side of the footer
- A table view is available for those who wish to see only the numbers without the charts
- For users with Relationship Awareness, we’ll now surface the relationship targets on the right side of the footer on the Opportunity Screen once a relationship is added to the Opportunity
- The Scenario Builder interface has also been updated to match this design
- Learn more about these updates here
- The Financial Statements tab will now include Relationship Details when a Relationship is added
- Relationship Details will include data on If We Lose, the Current Relationship, and If We Win
- Updated the table in the Amortization section located in Advanced Analytics on the Opportunity Screen
- The Raw Interest Income column has been replaced by Accrual Interest Income
- We've removed the Amortized Fees/Expenses column and added columns for Origination Fees and Origination Expenses
- We've also added Servicing Expense, Participation Servicing Expense, Guarantee Servicing Expense, and Annual Fees columns
- The Cap/Floor Impact column will appear for floating and adjustable rate loans
- The Tax Exempt Impact column will appear for tax exempt loans
- The Index Scaling Impact column will appear when the scaling factor is enabled and lower than 100%
- The Unused LOC fees column will appear when pricing a Line of Credit
- The Earnings on Capital column will appear when the earnings on capital factor is greater than 0 and capital is not included in funding
- Added a tooltip to show the full Relationship name when choosing a Relationship
- This tooltip will appear if you hover your cursor over the relationship name when using the Relationship drop-down to add an existing relationship to an Opportunity
- With long relationship names, we truncate the names. Before this release, you didn't have a way of seeing the full relationship name in these cases until you selected the relationship and returned to the Opportunity Screen
- Updated the Interest Options First Payment at Month field to always be editable except for when Payment Frequency is At Maturity
- Prior to this update a checkbox was present next to First Payment at Month and the field could only be edited when the checkbox was selected
- If you click on a column header (e.g., Owner) on the Opportunities Grid or Relationships Grid to sort the values in that column, you'll now see the sorted column header text in italics
- Users logging in with Single Sign-On (SSO) from a custom login address such as mybankname.precisionlender.com will now see the same address they started from once they are logged in
- Previously users would see https://application.precisionlender.com instead once they logged in
Administrative Updates
- Administrators may now select which return on capital types (e.g., Net Income, ROE, ROA) are visible and what the default return on capital type is on the Region Edit Screen
- Selections made here will determine which return metrics are visible as options in the updated Opportunity Screen footer and which metric is pre-selected as the default on the top right corner of the Relationship Impact Summary view of the Opportunity
Bug Fixes
- Fixed an issue where an Opportunity could be saved with a blank name
- We’ll now show an error field tag that says “Please name this opportunity” if the name field is empty
- Before this fix, an Opportunity without a name could be saved, but you wouldn’t be able to access it unless transferring or copying
- Fixed an issue where the Assumption Set Popup wasn't opening in Internet Explorer for certain opportunities
- Fixed an issue where the “Replace with” option for Collateral Types wasn’t carrying over LTV values from the standard/default set
- This issue was visible only for Administrators when editing Collateral Types for Products
- Fixed an issue where PrecisionLender API users were being limited to around 30 megabytes (MB) when making a request to PrecisionLender
- This was causing larger Relationship Awareness file uploads to fail
- We’ve increased the limit to 100MB
