• Improvement (Security): Upgrade system libraries to meet DocMagic’s current Application Security standards.

• Improvement (Security): Refine product safeguards related to web application security.

• Improvement (Configuration): Refactor the method in which customer settings are applied within the application.

• Improvement (View): Upgrade image rendering library used to display the Closing Disclosure to support additional browser configurations.
• Fix (Import): Resolve authorization issue when initiating a SmartCLOSE Collaboration from DocMagic Online.

• Improvement (Terms of Use): Revise link to reference current Terms of Use page.
• Improvement (Privacy Policy): Revise link to reference current Privacy Policy page. 

• Feature (Authentication): For DocMagic users, the SmartCLOSE login has been revised to use the standard login process for the DocMagic website.  This will allow users to access SmartCLOSE from the Launch Center of the Account Dashboard without an additional login.  DocMagic users that access SmartCLOSE directly will be required to use the DocMagic SSO button to authenticate.  The Closing Agent login process is unchanged.  Each agent will need to provide their User ID and Password to login.

• Fix (Messages): Resolves message exception when content does not include the user name in the extended information

• Fix (Collaboration) – Correct XML validation error when loan data includes Housing Expense Ratio in Qualification content. 

• Fix (Model) – Correct placement of Qualification content in the service calls.

• Improvement (Notifications-Email) -Transition solution from using application-specific email transport to use common notification gateway

• The Initial Escrows section has been enhanced to include the Aggregate Adjustment amount.
• An account level setting has been added for clients to determine if they would like to use their Aggregate Adjustment calculation or the DocMagic Aggregate Adjustment calculation.
• The audit engine will automatically run when a SmartCLOSE user initiates a collaboration or chooses an existing collaboration.
• The People Card has been modified to remove all field requirements except the NMLS field.
• A toast message will appear to the SmartCLOSE user when they are in a worksheet and another collaborator opens the same worksheet.
• Changes made by the user in DocMagic Online will be automatically picked up in SmartCLOSE without a user refreshing the Collaboration.
• The user is notified of collaboration changes via toast message.
• The Reference Number in the Pipeline view cannot be updated when Collaboration is locked.
• The Closing Disclosure on the View tab will reflect Reference ID changes made by the user in the Pipeline view.
• Agent and Lender users can update reference number within Pipeline View and it writes back to the corresponding field on the Provider tab in DocMagic Online.
• The SmartCLOSE Action Log will display the key events related to UCD submission and results in a more user-friendly way.

• Add POC field to Prepaids detail display.
• Fix minor defect with users ability to add messages.
• SmartCLOSE API enhancements

Fix authentication failure when creating Collaborations from Worksheet list

• Unified login workflow for Lenders and Agents
• SmartCLOSE API Web Services
• Minor fixes to Financed and POC Loan Costs flags

• Replace Financed Quick Filter with Before Closing Filter
• Update default sort of Collaborations list to use Last Modified Date
• Add configuratoin rules for handling Loan Costs updates from external systems
• Update footer to be consistent with other DocMagic applications
• Minor fixes

• Resolved date display on Closing Disclosure under specific conditions.
• Performance and usability improvements.

• Send to Borrower email dialog adjusted for display concern.
• Address issue with approval of new fee by Lender prior to rendering Closing Disclosure.

Resolve issue with ability to Save or Print Closing Disclosure.

• When a message is received, and the notification tour window pops up, access the message directly from the icon instead of having to first close the tour window.
• Resolve issue where an agent was blocked from closing with message about unread item that did not exist.
• Performance improvements and issue resolution.
• Resolved issue with SmartCLOSE CD not showing the same aggregate amount as DocMagic Online.

Fix: Unread items preventing Agent Approval.

• Adjust Recently Changed filter to include deleted items.
• New: Reminder on clear of deleted items to remove from origination system.
• Enhance application logging to improve platform support.

Minor update to handling of Initial Escrow cushion months.

Resolution for client issue on collabortion with DMO.

• Application performance improvements.
• When changing the format of the cash to close table the system will display it in the action log.
• Improve action log messages that only stated DMO update providing more user understandable information.
• Updates to the new agent log on information about using SmartCLOSE.
• SmartCLOSE displays a favorite icon in your web browser now.

• Reduce searchable fields on Collaborations, Worksheets and Archived tables to Worksheet #, Loan Number, Order Number, Borrower Name and Property Address.
• Updates for application monitoring related to performance and diagnostic data collection

• When uploading a document, a fee description will be provided in the action log.
• When a fee is permanently deleted, a message will be displayed in the action log.
• The audit log will use PST for all entries.
• Users can edit and save changes in the LE column for Cash to Close (Refinanced) within Settlement View.
• The recently changed filter will not automatically display unless there is at least one update.
• Users can export the collaboration pipeline by clicking the excel icon on the top right of the collaboration page.
• Users will receive a warning message after a period of inactivity.
• A modified date column indicating the last modified date has been added to the collaboration view.
• A company name can be displayed in email notifications.
• Users can choose standard or alternative form within the cash to close section of Settlement View.
• User can edit the description line when adding or editing a fee.