Version 2011.08 Release Notes
To:
Customer Support
From:
Mortgage Machine Services Support and Development Team
Date:
October 31, 2011
Re:
Production Update Release Summary
Message:
On your scheduled update, the system will be taken off-line and users will be redirected to the “Scheduled
System Maintenance” page until the update is completed.
TESTING: The site can be tested against your current production site with your normal username and password at
Test Site: www.mmachine.net/xxxxxtest
Test Production Copy: www.mmachine.net/xxxxprod (Copy of current production site for testing the GFE)
Sincerely,
MMS
Mortgage Machine Services
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Version 2011.08 Release Notes
Table of Contents
RELEASE NOTES ICONS ..................................................................................................................... 4
Rules & Permissions Summary ........................................................................................................... 4
Rules ........................................................................................................................................ 4
New Permissions .......................................................................................................................... 4
GENERAL FUNCTIONS ...................................................................................................................... 5
Home Page Tabs .......................................................................................................................... 5
Home Page Loan Tab ..................................................................................................................... 8
Lender Notes to Compliance ............................................................................................................ 9
Custom Forms Page Updated .......................................................................................................... 10
Loan List grid settings ................................................................................................................... 12
REPORTING FUNCTIONS .................................................................................................................. 13
Last Login Date for User ................................................................................................................ 13
Office Reporting Fields ................................................................................................................. 13
Loan Data Reporting Fields............................................................................................................. 13
GFE and Fee Reporting Fields ......................................................................................................... 14
ORIGINATION FUNCTIONS ................................................................................................................ 15
DU Credit Reports duplicate check ................................................................................................... 15
DU Export to Mortgage Machine ....................................................................................................... 15
COMPLIANCE FUNCTIONS ................................................................................................................. 16
LO Contract List and Entity Display Changes ........................................................................................ 16
UNDERWRITING FUNCTIONS ............................................................................................................. 17
Underwriting Overview: Additional Transmittal Information .................................................................... 17
DOC PREP FUNCTIONS .................................................................................................................... 18
Doc Order Queue - Workgroups ....................................................................................................... 18
POST-CLOSING FUNCTIONS .............................................................................................................. 19
Note Received field in Loan Tracking ................................................................................................ 19
LENDER ADMINISTRATION ................................................................................................................ 20
Assignments Menu ....................................................................................................................... 20
Assignment Types page is now the Business Roles page .......................................................................... 21
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Version 2011.08 Release Notes
Workgroups ............................................................................................................................... 22
User List Status Filter ................................................................................................................... 23
FHA and VA ID's at the Office level ................................................................................................... 23
Company Detail page .................................................................................................................... 24
CORRECTIONS ............................................................................................................................... 25
Reporting: Origination Notes fields are blank ...................................................................................... 25
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Version 2011.08 Release Notes
RELEASE NOTES ICONS
Setting that needs to be edited after the update
Permission Change
Item may have impact on business process
Item is in Beta Testing in Mortgage Machine (this may appear next to the item on the screen also)
Rules & Permissions Summary
Rules
New Permissions


Workgroup Management

Desktop Underwriter - Import from DU
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Version 2011.08 Release Notes
GENERAL FUNCTIONS
Home Page Tabs
Menu Option: Loan  Compliance
Permission Required: Lender Banners
Programming Notes:

The home page now has tabs on the left side: Home, Loan List / Pipeline, Loan Information, an optional
lender tab and Your Information.

The optional tab is associated with "Home Page Extra Tab 1" in the Lender Banners section.
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Version 2011.08 Release Notes
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Version 2011.08 Release Notes
About Us
You can create a more engaging about us page that includes information, links to pictures that are available by
linking to a URL, etc.
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Version 2011.08 Release Notes
Home Page Loan Tab
The Loan Information tab on the home page contains a summary of the loan, loan links and a stage-by-stage
status section. The available sections are Compliance, Lock, Underwriting, Order Closing Documents, Closing &
Funding.
Only users with the Compliance GFE Admin permission can view the compliance segment and it will only show up
for loans where basis tracking is on.
Each segment should show status with an icon to the left side and the color of the background will change to
green when a segment is completed. Also, links and key information are displayed in each segment.
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Version 2011.08 Release Notes
Lender Notes to Compliance
Programming Notes:
Added “Compliance” as a department in Notes.
Added notes sections on the GFE Event Log pages, GFE Administration and GFE Redisclosure pages. As before,
these notes can be cleared when the GFE Admin has addressed the information contained in the Note.
After clearing, the Note shows clear and is retained in the Lender Notes screen under the Loan menu.
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Version 2011.08 Release Notes
Custom Forms Page Updated
Menu Option: Loan  Forms
Permission Required: Custom Form Editing
Programming Notes: The forms list has been split into two sections: 1) folder list and 2) forms associated with
the folders.

The folder section always contains a “Favorites” and an “All Forms” folder

Custom Folders: Users with the Custom Form Editing permission can Add/Delete/Rename folders by
clicking "Add Folder" or rename one by clicking the pencil icon



o
Add Folder link - used to create a new folder then change the name of the folder
o
Delete Folder link – used to delete an empty folder
Favorites Folder: In the forms list section, two elements have been added:
o
Favorites icon - any forms for which the user selects the favorites icon will show up in the user's
personal Favorites folder
o
Checkbox - with the checkbox, a user can select multiple forms to generate
Move Forms: Users with the Custom Form Editing permission can move forms into the desired custom
folder by selecting the form(s) and clicking the “Move to…” link
o
Moving a form creates a link inside the folder to the desired form
o
Moving a form does not take it out of the All Forms folder
o
A form can only be moved into one folder.
o
Multiple forms can be selected and moved using the checkbox
Remembered View:
o
Within a single session, once a user has selected a folder, they will be returned to that folder on
subsequent visits
o
At the bottom of the page, there is a Default Folder dropdown that can be changed to set the
default folder that will be opened when a user visits the page in a new session
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Version 2011.08 Release Notes
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Version 2011.08 Release Notes
Loan List grid settings
Menu Option: Loan  Open Loan
Programming Notes:

Previously the grid settings were only applying to the Loan Status and Production Center dropdowns.

Expanded to apply to the Business Channel and Create Date Start and End fields as well.

The Create Date Start and Production Center do reset to 6 months and user's production center when the
page is loaded, IF there is saved value in each field.
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Version 2011.08 Release Notes
REPORTING FUNCTIONS
Last Login Date for User
Menu Option: Utility  Reporting
Permission Required: Reporting
Programming Notes: Added "Last Login Date" field in User Dataset
Office Reporting Fields
Menu Option: Utility  Reporting
Permission Required: Reporting
Programming Notes: Added to the Offices dataset:






FHA ID
Use FHA ID?
VA ID
Use VA ID?
Status
Use Inherited Contract?
Loan Data Reporting Fields
Menu Option: Utility  Reporting
Permission Required: Reporting
Programming Notes: Added to the Loan Data dataset:






Office FHA ID
Office Use FHA ID?
Office VA ID
Office Use VA ID?
Office Status
Use Inherited Contract?
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Version 2011.08 Release Notes
GFE and Fee Reporting Fields
Menu Option: Utility  Reporting
Permission Required: Reporting
Programming Notes:



All GFE and fee-related fields, including top of the GFE, GFE and fee block totals, should now be in
reporting.
o Fee Name Borrower Amt (fees)
o Fee Name GFE Amount (fees)
o Fee Name GFE Block (fees)  this describes what block of the GFE (Block 1, 2, 4)
o Fee Name Lender Required Amt (fees)
o Fee Name Lender Required? (fees)
o Fee Name Paid To (fees)
o Fee Name Paid To Description (fees)
o Fee Name POC Amount (fees)
o Fee Name Seller Amt (fees)
o Fee Name Total Amt (fees)
Fee fields in reporting can now be auto-created from the Fee Types page by clicking the "Update
Reporting Fields" link. Reporting fields will be created corresponding to each defined fee type, with 8
records for each user-defined fee type (e.g. named "Block 1 User-Defined [1..8] Borrower Amt").
Once the reporting fields have initially been generated, clicking the "Update..." link will cause the system
to check all the existing fields, change field names if a type's name has changed and deleting fields for
any fee types that have been deleted.
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Version 2011.08 Release Notes
ORIGINATION FUNCTIONS
DU Credit Reports duplicate check
Menu Option: Loan  Desktop Underwriter
Permission Required: Desktop Underwriter
Programming Notes: Previously we were determining whether to save a credit report in the list based on
whether the report number or original date had changed. This has been modified to additionally check the file
size and, if all of the above match, to compare the files byte-by-byte. If the files don't match, the report gets
added.
DU Export to Mortgage Machine
Menu Option: Loan  Desktop Underwriter
Permission Required: Desktop Underwriter - Import from DU
Programming Notes:


On the Desktop Underwriter page, users with the " Desktop Underwriter - Import from DU " can now see
an "Import from DU" section at the bottom of the page.
o On a loan with no findings, the Mornet Case ID # field will be editable.
o Once findings have been received, the field is no longer editable.
o Clicking the "Import Latest Findings and Credit Report" button will check for newer findings and
credit report. If the findings are already present, then a message will state this.
NOTE (Test before assigning this permission)
o This has affected various DU processes, so the underwriting function needs to be fully tested.
o Also there are substantial variances to how conventional vs FHA/VA findings are handled, so both
scenarios should be tested.
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Version 2011.08 Release Notes
COMPLIANCE FUNCTIONS
LO Contract List and Entity Display Changes
Menu Option: Settings  LO Contracts
Permission Required: LO Compensation Admin
Programming Notes:





On the Office and User Detail pages, a warning is now shown if the contract is expired or not yet
effective. Also if the entity is inheriting a contract, this information is displayed.
On the contract edit dialog, a better explanation is provided for inheritance. If a user or office does not
have any contract records (past, present or future), they automatically inherit their office or company
contracts. However, when an entity has one or more contracts, but none are currently in effect, they
will only inherit IF the inherit checkbox is checked.
On the contract edit dialog, if a user or office is inheriting, it will now display the source of the contract.
Added two new filters to the LO Contract List screen.
o For “Users” added an Inactive filter which includes Inactive users in the list
o For “Contract Status” added an option "Not Filtered by Contract Status".
This page has a grid setting
view/filter settings.
at the bottom right of the list window so that you can save your
NOTE: Remember that the filter is two part, you are filtering for company/office/user AND contract status. If a user’s
system status is “Archived” or “Denied”, they would be affected by the Inactive setting. However, if the user has a
Current contract and you have your filter set to Current, they will show up in the list if your filter is set to “Current”
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Version 2011.08 Release Notes
UNDERWRITING FUNCTIONS
Underwriting Overview: Additional Transmittal Information
Menu Option: Settings  LO Contracts
Permission Required: LO Compensation Admin
Programming Notes: On the Underwriting Overview, below the transmittal list on the left side, there will now be
additional published information about the transmittals:


No transmittal exists: "Since no transmittals exist for this loan, changes to origination data are being
reflected in the underwriting fields in reporting.”
o
When no transmittal exists, then the system is using the Origination data and the flow of data is
open.
o
For example, if you have a Loan Amount (UW) field in a report and there is no transmittal, it
would be using the (App) data.
Transmittal started, but not published: "No transmittals have yet been published."
o

If the UW opens a transmittal, but hasn't published, then the flow of data has stopped between
the App data and the UW data.
Transmittal published: "The most recent published date for the above transmittals is xx/xx/xx xx:xx."
o
After publishing, you see the date/time so that you know how recently it was published and how
recent the data is that was used in the UW dataset for reporting.
NOTE: This is provided for better transparency into internal processes and, since GFE comparison data source is
partially based on whether a transmittal has been published at some point, to display this information. Keep in
mind how the underwriting dataset gets updated. Until there is a transmittal created, changes to the app should
push to underwriting. Once a transmittal has been created, the UW dataset reflects the PUBLISHED data.
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Version 2011.08 Release Notes
DOC PREP FUNCTIONS
Doc Order Queue - Workgroups
Menu Option: Settings  LO Contracts
Permission Required: LO Compensation Admin
Programming Notes:

All new orders are now associated with a workgroup, if workgroups are setup.

Added a "Workgroup" filter dropdown with two options:
o
o
1) My Workgroups, which "includes:

a) orders assigned to a group you are a member of,

b) orders that are not assigned to groups,

c) all orders that you have claimed, regardless of group association, and

d) orders associated with loans on which you have a Doc Preparer assignment."
2) All Workgroups

Replaced "Production Center" with "Workgroup" in the list.

"Active" in the Order Status dropdown no longer includes orders marked "To Title".

Note that if the lender does not have any Doc Preparer workgroups setup, the Workgroup filter does not
show up.
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Version 2011.08 Release Notes
POST-CLOSING FUNCTIONS
Note Received field in Loan Tracking
Menu Option: Loan  Tracking
Permission Required: Tracking
Programming Notes: A field in the Post-Closing Category called “Note Received” has been added to the Loan
Tracking page. (Reminder, the tracking fields on the Loan Tracking page are optional, so if some fields are not
being used, simply deselect them from the Lender Settings > Tracking tab list.)
This is also available in reporting in the Loan Data dataset.
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Version 2011.08 Release Notes
LENDER ADMINISTRATION
Assignments Menu
Menu Option: Settings  Assignments & Notifications
Permission Required: Lender Banners
Programming Notes:
"Assignments and Email Routine" menu has been changed to "Assignments and Notifications".
"Lender Event Routing" has been changed to "Lender Notifications.
Each page in this sub-menu now has tabs at the top to get to all of the other pages.
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Version 2011.08 Release Notes
Assignment Types page is now the Business Roles page
Menu Option: Settings  Assignments & Notifications
Programming Notes:

Changed the Assignment List page to Business Roles.

The list is now grouped more clearly by the type of role and a column has been added: Assignment
Method". The Assignment Method can be either User Assignments (the existing method), Workgroups or
Both.

Note that when using workgroups, the backup role will still be used if no group or user can be assigned.

Added a magnifying glass icon on each line that will audit email routing for the business role, if a loan is
currently open. Audit information includes the group to be assigned (if applicable) and the email
addresses that notification related to this role would send to.
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Version 2011.08 Release Notes
Workgroups
Menu Option: Settings  Assignments & Notifications
Permission Required: Workgroup Management
Programming Notes:

On the Workgroup List page, you can view existing workgroups, delete and add new ones. The model is
similar to the underwriting groups, with some options from underwriting not implemented, but a better
entity association model and a status setting to temporarily (or permanently) stop assignments to a group
or archive.

At present, while all business roles can have groups setup, the only queue where these workgroups are
used is Doc Prep.

From the Workgroup Detail page, you can define associations by clicking the "Add" button, selecting an
entity type (user, office, company, production center, lender (i.e. everyone), a specific entity and
optionally a business channel.

Also, specific mortgage types can be selected.

NOTE that options specific to subsequent submissions are not included at this time.

Added an audit section that, if a loan is open, shows the group that would be selected for that loan, as
well as the users and email addresses that would be notified were this group selected for the given loan.
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Version 2011.08 Release Notes
User List Status Filter
Menu Option: Settings  Users
Permission Required: User Administration
Programming Notes: Added a user status filter dropdown for the user list containing the following options:
- Active Only displays users with a status of Active and Pending
- Deactivated displays users with a status of Deactivated (for future development)
- Non-Active Statuses displays users with a status of Denied and Archived
FHA and VA ID's at the Office level
Menu Option: Settings  Companies & Offices  Offices
Permission Required: Office Data
Programming Notes: On the Office Detail page, added FHA and VA ID controls, along with a checkbox next to
each. If not checked, the company ID will continue to be used.
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Version 2011.08 Release Notes
Company Detail page
Menu Option: Settings  Companies & Offices  Offices
Permission Required: Office Data
Programming Notes:

The MERS Member, FHA Approved and VA Approved fields now correspond to their ID fields. If the value
is No, the ID field will be disabled.

Moved the Broker Agreement controls up and changed the checkbox to a listbox.
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Version 2011.08 Release Notes
CORRECTIONS
Reporting: Origination Notes fields are blank
Loan List: Entering a date in “Create Date End” filter causes no loans to show up
RD Monthly MI Rounding
This affects not only the RD, but all of the MI calculations and various other calculations.
Fixed alignment of radio buttons on the Shipping Conditions page
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