Major Features & Refinements
Document Management — Frontend Updates
Expanded Document Management capabilities with support for document editing, signature method configuration, transaction step settings, and improved document inheritance visibility.
Sentiment Analysis — Summary Creation
Added automated sentiment analysis summaries that provide an overall sentiment result and session-level insights upon transaction completion.
Support & Improvements (Misc)
“Tax Exempt” Renamed to “Tax Calculation Off”
Updated platform terminology from “Tax Exempt” to “Tax Calculation Off” to more accurately reflect when tax calculations are disabled for a transaction.
PEN — Product Only Deal Type Mapped
Enhanced PEN integration support for Product Only transactions to improve deal processing accuracy.
Remote Sign — Email Sent to Co-Buyer Before Documents Are Generated
Improved Remote Sign reliability by ensuring signing invitations are sent only after documents are available for review.
Co-Signer Default Value on DMS Deal Import
Improved DMS deal import processing to ensure co-signer information is populated correctly.
Ally — E-Signature Placed Incorrectly on GAP Contract
Improved Ally contract processing to ensure electronic signatures are placed correctly on GAP documents.
PCMI/PEN — Markup Not Applied Due to Product Type Code Mismatch
Enhanced PCMI and PEN integrations to ensure product markups are applied correctly during transaction processing.