BytePro 20.1 Note 1: Five revisions to 20.1 have been released: Revision A (version 20.1.7405), Revision B (version

20.1.7410), Revision C (version 20.1.7426), Revision D (version 20.1.7459), and Revision E (version

20.1.7545). Revision E requires the following components to be updated: the client application, Web

Portal, Pushback Services, and LOS Web Service; no other components need to be updated. The release

notes below list the changes contained in the revisions, followed by the changes in the initial release.

Note 2: With the release of BytePro version 20.1 we have modernized our version numbering system.

The number before the dot reflects the year while the number after the dot reflects the release number

within the year. This release is the first major release of 2020, so the version number is 20.1. The second

major release in 2020 will be 20.2, while the first major release of 2021 will be 21.1.

Attention LFI Customers: If you are using the LFI closing documents integration,

you must obtain a new set of documents from LFI before installing version 20.1. Contact information for LFI can be found on their web site: www.laserformsinc.com.

20.1 Revision E

SOFR ARM Index

The following new ARM indices have been added: 30 Day Average SOFR, 90 Day Average SOFR, 180

Day Average SOFR, Weekly Average CMT - One Year, Weekly Average CMT - Three Year, and Weekly

Average CMT - Five Year.

Updated the list of Fannie ARM plans; outdated plans were removed and the plans for SOFR ARMs

were added.

Pushback Service

Fixed an issue in the pushback service that could cause extended fields for one loan file to be

written to a different loan file when the server is under extremely high load.

Performance Logging

Enhanced the performance logging feature (NLOG) by adding additional fields and adding the ability

to create a log entry in a macro.

20.1 Revision D

Fannie Mae - Ratios on Second Homes and Investment Properties

Fixed an issue that caused the taxes and insurance on the borrower’s primary residence to be

double-counted for DO/DU casefiles created on or after June 1, 2020.

Credit Plus

Supplements: Fixed an issue that prevented Credit Plus supplements from being ordered.

Mortgage Only with Score: Added a new report type for Credit Plus credit reports: Mortgage Only

with Score.

20.1 Revision C

DocMagic

Fixed a fatal error that occurred when submitting to DocMagic when the value ‘Desktop Appraisal’

was selected for the ‘Valuation Method’ field on the Subject Property screen.

Fixed an error that occurred when selecting the E-Sign Consent package type and any other package

types that were not associated with a Loan Estimate or Closing Disclosure. When these non-LE and

non-CD package types were selected no Document Package was created in BytePro and so no e-sign

pushback events could be processed.

HUD/VA Addendum

Updated the VA OMB expiration date and the VA form revision date. No changes were made to the

content of the form.

Arch MI

Fixed an error with the credit score factors that could occur under rare circumstances when

submitting to Arch MI.

Details of Transaction – MIP Refund

Corrected an issue that caused the MIP Refund field to be partially obscured on the Details of

Transaction.

Closing Screen

Fixed a problem that caused the ‘Additional Sellers’ and ‘Non-Borrowers on Title’ information to be

cut off on the Closing screen when the screen contained a custom screen header.

FHA 92900-LT – Simple Refinance

Changed the printed form to no longer check ‘No Cash Out Refinance’ when the loan is a Simple

Refinance; only the ‘Simple Refinance’ box will now be checked. Also added the ‘Simple Refinance’

checkbox to the user interface screen.

UCD

Updated the ‘Select Document’ button on the UCD screen to allow the user to select closing

disclosure documents that were automatically stored when the user generated the closing

disclosure by printing it, saving it to PDF, or e-mailing it.

20.1 Revision B

MISMO 2.3.1 Import

Fixed a problem that prevented new files from being created using MISMO 2.3.1 files.

LE Page 2 and CD Page 2 Browser Display

Fixed an error in the LE Page 2 and CD Page 2 Browser display option (as described later in the

release notes). An error occurred when viewing the ‘Lender Compensation to Broker’ edit screen

when no closing cost estimate was selected.

20.1 Revision A

1003 GMI Addendum

Fixed an issue that caused the printed version of the 1003 GMI Addendum to display incorrect

information.

20.1 Key Features

2020 URLA

Updated the 2020 URLA screens and documents to reflect changes made by Fannie Mae and Freddie

Mac in late 2019. Due to the delayed implementation date, all references to the ‘2019 URLA’ have

been updated to the ‘2020 URLA’. While the mandatory use date for the 2020 URLA is 11/1/2020,

lenders may implement it as soon as 9/1/2020, or in some cases even earlier. To support lenders

that wish to implement the URLA earlier than 11/1/2020, a new setting labeled ‘Early

Implementation Date’ has been added to the Defaults > URLA screen. By default, new loan files

created on or after 11/1/2020 are flagged to use the 2020 version of the URLA. Enter a different

date in this setting to use an earlier implementation date.

Loan Estimate Page 2 and Closing Disclosure Page 2 – Optional

Browser Display

Added the optional ability to display LE page 2 and CD page 2 in a browser window, which may

significantly reduce the amount of time it takes to display the screens. This feature may be

especially helpful for organizations that enable a large number of closing costs and those that access

the software through a virtual machine environment. To turn on this feature go to Defaults > TRID

and look for the settings labeled ’Display LE/CD page 2 in browser window to speed load time‘.

Compliance Tests – Rate Spread Calculation

Updated the rate spread calculation on the ‘Compliance’ screen so that it is calculated by rounding

the APR to three decimals instead of two decimals. For instance, if the APOR is 3.42% and the APR is

3.567% then the rate spread will be calculated as 0.147%. In prior versions the rate spread was

calculated at 0.15% in this scenario because the APR was rounded to 3.57% before subtracting

3.42%. This change affects the tests for HPML (higher-priced mortgage loans), HPCT (higher-priced

covered transactions), and FHA safe harbor. In the case of HPML and HPCT, some loans that were

considered HPML or HPCT under the old calculation will not be considered HPML or HPCT under the

new calculation. On the other hand, some loans that passed the FHA safe harbor test under the old

calculation may now fail the test using the new calculation.

VOE and VOA Interfaces

BytePro Enterprise and BytePro Online Only: Added new verification of employment (VOE) and

verification of assets (VOA) interfaces. The VOE interfaces include the ability to verify employment

via The Work Number. These interfaces are available through new Credit Plus and Credit

Technologies interfaces located on the ‘Verifications’ screen.

.NET Framework Version

Updated the application to use version 4.6.2 of the .NET Framework. Previously the application used

version 4.6 of the .NET Framework.

Updated - Fannie Mae – Desktop Underwriter via XIS

Renamed the Fannie Mae Desktop Underwriter XIS interface from "XIS" to "DU XIS". Because the

name of the interface changed, any object permissions for the interface were reset. Please examine

the object permissions and correct them as necessary.

20.1 Additional Features

203(k) Limited Refinance

Updated the alert on the 203(k) screen for step 1.E. on a limited refinance. The alert now indicates

that amounts between $35,000 and $50,000 may be acceptable for step 1.E. for properties in a

Qualified Opportunity Zone.

ACRAnet Credit

Updated the available branch codes on the default screen for the ACRAnet credit interface.

Amortization Schedule – No Payment Loans

Added an option to the Loan Programs default table that allows the interest in the amortization

schedule to be calculated using the original loan amount instead of the unpaid balance. To enable

this option go to Defaults > Loan Programs and select ‘Original Loan Amount’ in the ‘Interest Calc

Basis’ field. In the amortization schedule, the interest due each month will not increase even as the

loan balance increases.

API – Application Programming Interface Changes

CustomValue Object: Added the ability to access the CustomValue object using the API.

EmbeddedDocument Object: Added the ability to modify the EmbeddedDocument object using the

API.

Export and Merge Methods: Added API methods to (a) merge a MISMO 3.4 ULAD file into an

existing loan file, (b) merge a Fannie Mae 3.2 file into an existing loan file, and (c) export a MISMO

2.6 closing file. Also updated the existing MISMO 3.4 export methods so that an error is returned if

these methods are invoked on a loan file where the URLA version is ‘Classic’ or ‘Classic with

Addendum’.

New File Creation: Updated the API to allow a new file to be created without a borrower’s first or

last name. In addition, the subject property state is no longer required unless license validation is

turned on.

Price Adjustments: Fixed an issue that prevented price adjustments from being modified via the API.

Read-Only Fields: Fixed an issue that prevented the API from updating any data when one or more

read-only fields were included in the update request.

Services: Added the ability for the API to run Desktop Underwriter, Loan Product Advisor, and credit.

Each of these interfaces allows you to import liabilities.

Snapshots: Fixed an issue that prevented the API from successfully taking an underwriting snapshot

or a lock history snapshot.

Template Files: Fixed an issue that prevented the API from creating a new file based on a template.

Bundles – Output File Name

Removed the ‘Calculated Columns’ tab from the ‘Select Data’ dialog which is displayed after clicking

the ‘Insert’ field next to the ‘Output File Name’ field on the bundles editor. Calculated columns do

not apply to this feature.

Cardex – Search Feature and License Number

Added the ability to search for contacts on the screen that is used to copy a contact from the Cardex

into a party on the loan file. Go to ‘Parties > Company Field > Assist Button > Select From List…’. In

the pop-up form enter a search term in the text box next to the Search button. BytePro will filter the

list of contacts to those that match the search term. In addition, the license number is now

displayed on this screen.

CBCInnovis FZDS – Name Change

Updated the name of the flood interface ‘CBCInnovis – FZDS’ to ‘DataVerify Flood Services’.

CBCInnovis ID Cross Check

Removed the CBCInnovis ID Cross Check interface. The interface was located under the Fraud

Detection menu.

Closing Cost Estimates – Construction and Construction-Perm Loans

Updated the closing cost estimates calculations. For the purposes of calculating the estimates, a

loan is now considered a purchase transaction if the loan purpose is 'Purchase', 'Second - Purchase

Money', 'Third - Purchase Money', or if the loan purpose is 'Construction' or 'Construction Perm' and

the 'Treat as Refinance' field is unchecked on the 'Construction Loan - Details' screen; otherwise it is

considered a refinance. Previously the loan was considered a purchase if the loan purpose was

'Purchase', otherwise it was considered a refinance.

Also updated the value used for the 'price/value' in the formula calculation. If the loan is considered

a purchase then the 'Purchase Price' or 'Price/Value' field is used; if the loan is considered a

refinance then the appraised value field is used if it contains a value, otherwise the 'Estimated

Value' or 'Price/Value' field is used. Previously the appraised value was considered only when the

loan purpose was 'Refinance'.

ClosingXpress Document Preparation Interface

Removed the ClosingXpress document preparation interface. This interface is no longer supported

by ClosingXpress.

Construction Loan - Details Screen

Relabeled the checkbox on the ‘Construction Loan – Details’ screen. The checkbox that was

previously labeled ‘Do Not Show Purchase Price’ has been relabeled to ‘Treat as Refinance’. This

change was made to support the 2020 URLA where the cost of construction may be entered in the

purchase price field in the details of transaction, even when the land is owned free and clear or the

land is being refinanced.

Conditions and Needed Items - Hide Cleared Items

Added the ability to hide conditions and needed items that have been cleared. Look for the

checkbox labeled ‘Hide Cleared’ on the ‘Conditions’ and ‘Processing Log’ screens.

Consumer Portal

Updated the Consumer Portal so that the ‘Ethnicity Completed’, ‘Sex Completed’, and ‘Race

Completed’ fields are updated automatically when the application is submitted, provided that the

‘Government Information’ page is displayed to the user. For instance, the ‘Ethnicity Completed’ field

will be set to ‘Provided by Borrower’ if the borrower enters any ethnicity information, otherwise it

will be set to ‘Not Provided in Mail, Telephone or Internet Application’.

CoreLogic Fraud – AKA Names

Added the ability to omit AKA names from the set of information sent to CoreLogic. Go to Defaults >

CoreLogic Fraud and look for the setting labeled ‘Send AKA Names’.

Counseling Agencies List

Updated the list to correctly display the counseling agency named ‘Mortgage Delinquency and

Default Resolution Counseling’. The name of this agency is truncated in the data that is returned by

HUD.

Credit Plus – Mortgage Only Reports

BytePro Enterprise and BytePro Online Only: New Interfaces: Added new Credit Plus interfaces for

4506-T, SSA, UDM, VOA, and VOE which are located on the ‘Verifications’ screen. Also added a

Credit Plus fraud interface located on the ‘Fraud Detection’ screen.

Mortgage Only reports: Added the ability to order ‘Mortgage Only’ credit reports from Credit Plus.

Select ‘Mortgage Only’ from the ‘Report Type’ drop-down list on the Credit Plus credit interface

screen.

Supplements: Added the ability to order supplements via the Credit Plus credit interface. Click the

button labeled ‘Supplements’ on the Credit Plus interface screen.

Credit Reports – AKA Import

Added a default setting to prevent AKAs from being imported from the credit report. Go to Defaults

> Credit General and look for the setting labeled ‘Do not Import AKAs from Credit Reports’.

Credit Technologies

BytePro Enterprise and BytePro Online Only: Added new Credit Technologies interfaces for 4506-T,

SSA, UDM, VOA, and VOE which are located on the ‘Verifications’ screen. Also added new Fraud,

InstantID, and PreciseID interfaces located on the ‘Fraud Detection’ screen.

DataVerify

4506-T: Updated the DataVerify 4506-T interface to allow each of the three possible orders to be

submitted independently of the others.

Gift Donor Names: Fixed an error that occurred when submitting to DataVerify DRIVE when the text

‘MR’, ‘MRS’, ‘MISS’, ‘MS’, ‘DR’, or ‘REV’ was entered in the ‘Donor Name 1’ or ‘Donor Name 2’ field

on the gift letter screen.

Participant Mapping: Updated how participants are mapped in the DataVerify DRIVE integration.

The ‘Company Name’ and ‘ADS Company ID’ fields are no longer transmitted for participants that

are individuals, and the ‘License or Cert Num’ field was added for participants that are companies.

DocMagic

4506-T Mapping: Updated the DocMagic interface so that overridden borrower names on the 4506-

T are transmitted to DocMagic if a credit alias with the same name is found on page 3 of the 1003.

On the 4506-T screen, the borrower names can be overridden by checking the box labeled

‘Override’ on lines 1 or 2. If the exact name entered in those override fields is also entered as a

credit alias at the top of page 3 of the 1003, then that credit alias is flagged in the DocMagic export

to be used on the DocMagic version of the 4506-T.

FHA Cash-Out Refi: Updated the DocMagic interface to transmit the correct FHA refinance type

when the refinance type in BytePro is ‘Cash Out’.

Lender Compensation to Broker: Updated the DocMagic interface to transmit the ‘LO

Compensation from Lender’ amount.

Pushback Service – Consent Dates: Fixed an issue that prevented the consent dates from being

correctly populated via the DocMagic pushback service.

Pushback Service - Non-Borrowers on Title: Updated the DocMagic pushback feature to update

consent and signing dates for ‘non-borrowers on title’.

Pushback Service – Logging: Added the ability to log outgoing web requests made by the DocMagic

pushback service. Contact Byte Software for details if you need to perform this level of logging.

DocuTech

Attachments: Added the ability to attach additional documents to DocuTech E-Close and E-Sign

packages when the delivery method is ‘Seamless’. This feature allows the user to attach letters of

explanation and similar documents to the package. In DocuTech attachments are flagged to be ink-

signed by the borrower. To add an attachment make sure the delivery method is ‘Seamless’ and the

delivery option is ‘E-Close’ or ‘E-Sign’, then click the button labeled ‘Select Attachments’.

Construction Perm First Payment Date: Updated the DocuTech interface to correct how the first

payment date is transmitted for construction perm loans.

Data Integrity Errors: Modified the interface to no longer display a ‘success’ message when

DocuTech returns a data integrity error.

E-Close and E-Sign Validation: Updated the DocuTech interface to prevent submission for the

following invalid combinations of package type and delivery option: (a) package type is ‘Closing’ and

delivery option is ‘E-Sign’, and (b) package type is anything other than ‘Closing’ and delivery option is

‘E-Close’.

Messages: Increased the message length from 2,000 to 4,000 characters. When four or more

borrowers were on a loan file, messages were being truncated due to the character limitation. This

prevented end users from viewing the Solex document link for some borrowers.

MIP Refund: Modified how the FHA MIP refund amount is transmitted to DocuTech.

Pushback Service: Updated the DocuTech pushback service to prevent duplicate sets of documents

from being downloaded under some circumstances.

Ernst

City and County Tax/Stamp Fees: Enhanced the Ernst interface by adding two new fee mappings:

‘County Deed Tax/Stamp Fee’ and ‘County Mortgage Tax/Stamp Fee’. This allows the city fees to be

mapped to different BytePro closing costs than the county fees. Until the new fee mappings are

assigned to a closing cost, both the city and county fees will be combined and assigned using the

existing fee mappings ‘City/County Deed Tax/Stamp Fee’ and ‘City/County Mortgage Tax/Stamp

Fee’. This combining behavior was also used in prior versions of BytePro, so the interface will behave

the same as it did before unless the new fees are explicitly mapped.

Estimated Value: Updated the Ernst interface to transmit the higher of the purchase price or the

appraised value in the ‘EstimatedValue’ field when the loan is a purchase transaction.

New Fee Mappings: Added a number of new Ernst fee mappings for Title:

Title - Exception to area and boundaries (Procedural Rule P-2 or P-8.a.(2) / Rate Rule R-16)

Title - Standard exception relating to taxes (Procedural Rule P-20 / Rate Rule R-19)

Title - Standard exception relating to taxes not yet due (Procedural Rule P-20 / Rate Rule R-24)

Title - Commitment Fee (Policy Surcharge)

Title - OR Lien Search (Policy Surcharge)

Title - Policy Surcharge

Title - IN TIEFF (Policy Surcharge)

Title - IN TIEFF - Owners (Policy Surcharge)

Title - Title Service Fee (Policy Surcharge)

Factual Data by CBC

Updated the names of the report types on the ‘Factual Data by CBC’ credit report interface. The

report types ‘Merge’, ‘Decision’, and ‘Loan Quality’ have been changed to ‘Credit Report’, ‘Decision

Report’, and ‘LQCC’ respectively.

Fannie Mae – Desktop Underwriter

Credit Actions: Added a new credit action labeled ‘Reissue / Underwriting Only’. When this option is

selected, if there is no Casefile ID then the report will be reissued. If there is a Casefile ID then

Fannie Mae will use any existing credit report that it has on file; if no credit report is on file then the

request will fail.

Value Verify: Added support for Fannie Mae’s Value Verify pilot project. Enter the ID associated

with the property in the field labeled ‘Property Data ID’ on the Desktop Underwriter screen.

Verification Services: Updated the list of vendors in the ‘Vendor Type’ drop-down list for Fannie

Mae verification services on the Desktop Underwriter screen.

Import Debts Button: Modified the ‘Import Debts’ button at the top of the ‘Desktop Underwriter’

screen. The button now displays a message advising the user to click the ‘Import’ button next to the

credit report(s) in the ‘Credit Information’ section at the bottom of the screen.

FHA 92900-A

Updated the OMB expiration date on the FHA 92900-A.

FHA 92900-LT

Updated the FHA 92900-LT by adding the ‘Simple Refinance’ option in the ‘Loan Purpose’ section.

FHA Home Inspection Notice

Updated the FHA Home Inspection Notice. To continue to use the previous version of this form, go

to Defaults > FHA and select ‘Version B’ from the ‘FHA Home Inspection Notice Version’ drop-down

list.

Florida Anti-Coercion Statement

Updated this form.

Freddie Mac

Loan Product Advisor: Removed the interface labeled ‘Loan Product Advisor’. This outdated

interface is no longer supported by Freddie Mac. Use the ‘Loan Product Advisor System to System’

interface instead.

Credit Agencies: Updated the list of Credit Agencies in the Freddie Mac defaults.

Sales Concession Type: Removed the field Freddie.SalesConcessionType, which was used only by

the upcoming 2020 URLA. This field was added in version 10.0 and is no longer needed by Freddie

Mac due to specification changes.

Gift Letter – Date Label

Added a label for the date on the borrower’s signature line on the printed gift letter.

IDS – Pushback Single Document

Updated the IDS document preparation interface to include the option to return a single PDF

document that contains the entire contents of the document package. Go to Defaults > IDS and look

for the setting labeled ‘Document Import Option’.

Import BytePro Data – Screen Changes

Updated the ‘Import BytePro Data’ screen located under ‘Tools > Import > BytePro Data’. First, the

order in which the import options are listed on the screen was updated. Second, an option to import

vdb5 files was added under the Cardex import option. The option to import vdb5 files was

previously located under Tools > Import > Import Cardex Data to SQL Database.

Import BytePro Data – Loan Files

Updated the loan file import feature under ‘Tools > Import > BytePro Data’. Loan files that fail to

import are now listed along with a description of the error.

Independent Appraisal Management Company

Added a new appraisal interface labeled ‘Independent Appraisal Mgmt Co’.

Informative Research – SoftQual and 4506-T

Added the ability to order a ‘SoftQual’ on the Informative Research credit ordering interface; select

‘SoftQual’ from the ‘Report Type’ drop-down list. Also added the ability to order an Informative

Research 4506-T request on the ‘Verification’ screen.

LenderX – Copy Appraisal Fee

Added the ability to copy the amount of the appraisal to the appraisal closing cost. Press the button

labeled ‘Copy to File’ next to the ‘Total Fee’ field on the ‘LenderX’ screen. Doing so will copy that

amount to the appraisal closing cost as displayed on the Loan Estimate.

Loan Program Name and Code

Increased the length of the ‘Loan Program Name’ field from 50 characters to 100 characters, and

increased the length of the ‘Loan Program Code’ field from 25 characters to 50 characters.

Loan Program Defaults - LTV Calculation Method

Added a new LTV calculation method that causes the LTV to be calculated based on the appraised

value for all loans including purchase transactions. Select ‘Appraised Value’ from the ‘LTV Calc

Method’ drop-down list on the ‘Loan Programs’ default screen.

Loan Program Defaults - Do Not Register with MERS

Added a new field to the loan programs default table labeled ‘Do Not Register with MERS’. This field

is not used directly by BytePro but it can be employed in a macro to trigger custom business logic.

Macros

CustomValue Table: Modified the SDK to allow developers to access the CustomValue table. From a

macro access the data via the SDKFile.GetCollectionCount, SDKFile.GetCollectionObject and

SDKFile.AddCollectionObject methods; pass in ‘CustomValue’ for the ‘collectionName’ parameter.

Disable Temporarily: Added the ability to temporarily disable macros for debugging purposes. Go to

Tools > Admin Tools > Debugging and check the box labeled ‘Temporarily disable macros’. This will

disable macros in the currently running instance of BytePro Enterprise. Macros will resume when

the box is unchecked or when BytePro Enterprise is restarted. The checkbox has no effect on other

users of BytePro Enterprise.

Merge Mode with On Custom Screen Button Click Event: Fixed an issue that prevented the screen

from being refreshed after the ‘On Custom Screen Button Click’ event when macro ‘Merge Mode’ is

enabled.

Pressing Cancel Button: Fixed a bug that prevented a macro from running if the user edited the

macro then pressed the ‘Cancel’ button in the editor. The problem occurred only for the user that

was editing the macro; users in other instances of BytePro were not affected.

MassiveCert – Flood Interface

Added a new flood determination integration with MassiveCert.

Maximum Loan Term

Increased the maximum possible loan term to 100 years.

Mercury Network Appraisal Interface

AKA Names: Fixed an error in the Mercury Network appraisal interface that occurred when an AKA

name contained an apostrophe.

Property ID: Updated the Mercury Network Enhanced interface to import the Fannie Mae Value

Verify ‘Property Data ID’ field if it is present.

MISMO ULAD File - Import and Merge

Added the ability to import and merge a MISMO 3.4 ULAD file. To create a new file from a MISMO

3.4 ULAD file, select ‘MISMO File’ from the ‘Import Source’ drop-down list on the ‘New File’ screen.

To merge a MISMO 3.4 ULAD file into an existing loan file, select the ‘Merge MISMO 3.4 ULAD File’

option on the ‘Fannie Mae’ screen. This merge feature follows the same basic logic as the existing

‘Merge Fannie Mae File’ option which merges a Fannie Mae 3.2 file.

NLog Enhancements

Macros: Updated the NLog feature to log the total elapsed time for all macros for a given event type

such as ‘On Screen Changed’.

Save File Events: Updated the NLog feature to log ‘Save File’ events.

Object Permissions

Corrected a problem with object permissions that prevented custom reports from being printed

when the ‘Printable Documents’ section in object permissions was flagged as ‘Hidden for

Documents.[All Documents]’.

Optimal Blue

MIP Percent: Updated the Optimal Blue interface to transmit the ‘MIP Percent’ field using five digits

of precision after the decimal place instead of two digits of precision.

Pushback Authentication: Added the ability to authenticate the Optimal Blue pushback service

using a BytePro Enterprise user account. See the Admin Guide for additional information.

URLS: Updated the URLs used for the Optimal Blue staging and QA environments.

What If as Loan Officer: Added a new button to the Optimal Blue interface labeled ‘What If as Loan

Officer’. This button allows the ‘What If’ function to return results based on the loan officer assigned

to the file. The existing ‘What If’ button returns results for the logged-in user, which will be different

if the logged-in user is not the loan officer.

Pipeline Views – Custom SQL Filters

Fixed an error that occurred when a pipeline view contained a detail grid with a custom SQL filter.

The error resulted in the detail grid being entirely unfiltered when switching from the loan file view

back to the pipeline view.

Printed Documents

Updated the third party component (ActiveReports) that is used to generate native BytePro

documents. This component is also used by the custom document designer.

Risk Based Pricing Disclosure – Signatures

Added an option to remove signatures from the Risk Based Pricing Disclosure. Go to Defaults >

Credit Score Disclosure and check the box labeled ‘Omit signatures on the risk based pricing

disclosure’.

SDK – Software Development Kit Changes

MISMO 3.4 Methods: Added two new methods to the SDK. (1) ValidateFannieMismo34 returns any

validation errors for the Fannie Mae version of the MISMO 3.4 export file. (2) ExportFannieMismo34

returns XML of the file itself.

CustomValue Table: Modified the SDK to allow developers to access the CustomValue table. For the

SDK, access the data via the SDKFile.GetCollectionCount, SDKFile.GetCollectionObject and

SDKFile.AddCollectionObject methods; pass in ‘CustomValue’ for the ‘collectionName’ parameter.

Stored Documents – Move to Top and Move to Bottom

Restored the ‘Move to Top’ and ‘Move to Bottom’ buttons on the ‘Stored Documents’ screen. These

buttons allow the user to change the order in which documents are displayed on the screen.

Taxpayer Consent Form – Loan Number

Updated the Loan Number field on the printed Taxpayer Consent form so that it displays the same

value that is printed in the ‘Loan ID’ field on the Loan Estimate, even in cases where the Loan ID is

overridden on the Loan Estimate.

Trades Screen – Security Price and Fee Percent

Updated the ‘Security Price’ and ‘Fee Percent’ fields on the trades screen to be seven digits after the

decimal place instead of six digits.

ULDD – Custom Screen Headers and Footers

Fixed an issue that caused duplicate scrollbars on the ULDD screen when custom screen headers or

footers were applied to the screen.

VA Rate Reduction – Name Change

Changed the name of the ‘VA Rate Reduction Certification’ screen and document to ‘VA Rate

Reduction Comparison Statement’. Also updated the title that prints on the document to ‘VA RATE

REDUCTION COMPARISON STATEMENT’.

VA form 26-8261a - Request for Certificate of Veteran Status

Updated the OMB expiration date and revision date on this form.

ValueLink Software Enhanced Appraisal Interface

Added a new appraisal interface ‘ValueLink Software Enhanced’. If you are a ValueLink customer you

will use either this new interface or the existing ‘ValueLink Software’ interface. Contact your

ValueLink representative for details.

Verification of Employment

Added a question to the Telephone Certification of Employment document to determine whether

the borrower is subject to a temporary furlough, reduced salary, or reduced hours.

Web Portal - Credit

Fixed an ‘Invalid Provider Name’ error that occurred when ordering credit from the Web Portal after

adding a new user.