Improvements

  • We have removed the Rate Sheets preview generated for View-Only Rate Sheets users and will now display a clickable PDF icon on each row of the Rate Sheets grid. Users will be able to click that icon to download published Rate Sheets.
  • Admins can now set a default Percent of Commitment for servicing expense tiers at the product level. If the Servicing Expense Type in Universal Assumptions is set to Product and Region, this option will also be available for servicing expenses at the regional level.
  • We've added Average Economic and Regulatory Capital to the Financial Statement of the Core Account popup, visible when you view a core loan on a Relationship's page.

 

Bug Fixes

  • We've fixed an issue where sometimes the Servicing Channel field would would display an additional $0. For example, instead of 'Standard' it would display 'Standard + $0 = $1240' where Standard = $1240