Improvements

  • Enhanced the Custom Amortization popup to enable Andi to display customized messages when the popup is opened. Additionally, integrated Andi functionality with the popup's input fields to support future features. For more information, refer to Interest Only Period & Custom Amortization Schedule.

Bug Fixes

  • Fixed an issue where the system rounded the initial fee in the opportunity (whether it was entered as a percentage or a dollar amount) differently than how the system rounded the initial fee on the Full Opportunity Printout.

    Note

    You may need to create a new opportunity or advance the pricing date to reflect the updated rounding on the printouts.

  • Fixed an issue where an opportunity locked when a draw was erroneously rounded to be over 100%.
  • Fixed an intermittent issue where the method of rounding fields containing percent values (such as Interest Rate) sometimes caused field information to be sent incorrectly to CRM systems.