Release Notes on February 21, 2023

In addition to bug fixes, this release includes UI/UX updates to all three user portals.   

Consumer and Small Business Portal

1. Updated confirmation page following completion of e-signature 
The confirmation page following the primary applicant's completion of e-signature will include the details on pending signatures if there is one or more co-applicant, guarantor, or business co-owner who are also required to sign.  Below is an example.

2. Automatic detection of duplicate document for uploading
We added a logic to detect duplicate documents at Step 4 of the applicant process.  This will help prevent users from uploading the same document multiple times under different document names.

3. Bug fix of delay in updating application verification status
This fix ensures the verification status of a current application will be consistent across consumer, institution, and coaches' portals. 

Institutional Portal

1. Added a new product type for unsecured purchase finance (Beta)
Currently in beta testing on production, this new product includes a pre-approval process and automatic ACH disbursement to vendor upon completion of the purchase.  It also relieves the financial institutions lending staff from entering product purchase details by shifting this responsibility to the applicants. The applicants will fill in the purchase info and upload required documents on their portal.  The lending staff can access this information similar to other application related information by clicking a link to download the files.

2. Display pending signature detail
On the Approved page, financial institution users can view the detailed e-signature status by individual signer for those applications with more than one required signer.  

Financial Coach and Counselor Portal

1. Restored the Verification page function that allows coach to name a document
On the counselor verification form, we have added back the function to let the counselor to attach a file name to each document uploaded.