🚀 PULSE Version 0.37.0 Release Notes

• Customizable Lead Communication Log Flow: Our Lead Communication Log Flow is now overridable. This means you can make changes to the package flow when customizations to your Salesforce instance prevent the component from functioning properly.
  
  
• Standardized Rate Fields: We've standardized the Rate fields on Lead and Loan objects, allowing these fields to be mapped upon Lead Conversion.
  
  
• Improved Follow-Up Scheduling: When you use the "Schedule a Follow Up With Borrower" button on the Communication Log, the corresponding Event will now automatically include the Borrower's name in the Event Subject for better clarity.
  
  
• Enhanced Activity Flow: We've reconfigured the "Set Today's Activity" Flow to prevent errors when the flow is scheduled to run.
  
  
• New "Submitted to UW" Field: A new "Submitted to UW" field has been added to the UWM Loan Info Object, making it easier to map insights for this data point.
  
  
• Opportunity Member Flow Adjustments: We've reconfigured default Opportunity Team Member Flows to resolve an issue where Users, who were added to multiple File Contacts and then removed from the most recent addition, were losing record visibility even if they were still present in other File Contacts.
  
  
• UWM Insights Mapping for Tolerance Cure: We've added the availability of UWM Insights Mapping for Tolerance Cure, enhancing data insights.
  
  
• Updated Call List Formula: The Call List Formula now references the correct Last Contact Attempt field on the Opportunity Object, ensuring Opportunity Call List accuracy.
  
  
• Enhanced Notes Visibility: The text color in the Enhanced Notes component has been modified for improved visibility, making it easier to read.
  
  We hope these updates improve your workflow and enhance your experience with Pulse. If you have any questions or need further assistance, please don’t hesitate to reach out to our support team!
  
  Regards,
  - The Pulse Development Team

• Resolved a visual glitch encountered when accessing the Global Action component and navigating through specific tabs within records.

• Streamlined the Borrower Portal experience on mobile devices by relocating the "Upload Files" button to the bottom of each card, enhancing visual coherence and usability.
  

  

  
  
  

• Introduced a 'Save' button on the mortgage calculator in Lead records, enabling users to retain entered values even after closing the record, preserving estimates.
  

  

• Rectified text wrapping anomalies in unexpected areas within the Referral Submission Form on mobile devices, ensuring consistent formatting for a more polished appearance.

• Fixed automatic reset mechanism for the "Today’s Follow Up Count," reverting it to 0 daily at 5 AM, fixing an issue with Leads sometimes not entering and exiting the Call List correctly.

• Tweaked certain design elements within the Referral Submission Form on desktop for improved aesthetics and functionality.

• Implemented an error notification system to alert users when attempting to add individuals to drip campaigns who have previously opted out, preventing inadvertent actions and maintaining compliance.

• Condition Deletion: We've added a delete button to the Conditions components on Loan files. Say goodbye to navigating through prompts; now you can delete individual conditions with ease.
  

  

• Document Approval Workflow: Approving or rejecting Conditions from the utility bar is now smoother than ever. The "Items to Review" utility will instantly refresh, removing the Condition you've just approved or rejected from the list of Items to Review in real time. Plus, the Conditions tabs on Loan files updates in real time as you work through them going forward.
• Improved Call List: Leads marked "Do Not Call" will no longer clutter your Call List, ensuring a more streamlined experience.
• Global Action Fixes: We've resolved a bug that was sometimes preventing the creation of new Loan files using Global Actions. Additionally, Borrower Email is no longer a mandatory field when creating new Leads using Global Actions.
• Clarity Enhancements: When there are no files to review in the "Econsents Without Signatures" utility bar item, it is now more clear. Added an image and corresponding text "Currently No E-Consesnts Without Signatures.

  

• Mortgage Calculator: The Mortgage Calculator now properly and intuitively allows user inputs. We've fixed an issue where it required the Down Payment Percentage to be filled out first, making the process of utilizing this component easier moving forward.
• Enhanced Notes: Text components in the Enhanced Notes section of page layouts now collapse properly, enhancing readability and organization.

• We've enhanced the document review process by introducing a rejection flow. Now, users can seamlessly reject documents and provide a personalized message to the borrower. Additionally, an automatic reject reason email can be sent out, with a configurable template allowing customization of company messaging.

Improved Document Viewer Functionality

• Say goodbye to document visibility issues! We've fixed a bug where documents uploaded to generic folders were not displaying properly in the document viewer. Enjoy smoother document management and a more streamlined workflow.
• Images will now load properly of all formats which corrects an issue we noticed with certain datatypes.

• Configuring the borrower portal just got easier! We've enhanced the experience builder with more options, making it simpler than ever to tailor the borrower portal to your unique needs. The borrower view will now show in builder, so you can more easily make changes to how it looks.

• Stay on top of your deals with our new feature that tracks borrowers who have e-consented but not yet signed disclosures. Automatically updated by UWM, this feature ensures no deals fall through the cracks, giving you peace of mind and greater efficiency. It is a new tool that will be in your utility bar, and will automatically pop up when it's time to react!

• Take control of your lead and application processes with custom field options in the new lead and new application global actions. Tailor these actions to suit the specific needs of each subscriber, providing flexibility and customization. Please reach out to support@pulse.mortgage for training on how to configure this properly.

• Personalize milestone emails with ease using our new Milestone Content Filters. Send different content to recipients based on their role, ensuring borrowers and agents receive relevant and targeted communications. Please reach out to support@pulse.mortgage for training on how to configure this properly.