Expedite 15.1 Release Notes
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- Barbra Barnett
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1 Release Date: July 11 th, 2015 Summary: elynx is prepared for the transition to TILA-RESPA Integrated Disclosures (TRID). Release 15.1 delivers enhancements that support TRID and features Loan Estimate and Closing Disclosure document creation and enhanced delivery to consumers, lenders and settlement agents. This release also continues to improve compliance notifications and audit requirements associated with the CFPB s Integrated Disclosures rules. What s New? Document Generation for Integrated Disclosures Release 15.1 includes Document Generation services with a new UI that allows you to create, determine fees and deliver Loan Estimates and Closing Disclosures, in support of new CFPB rules that go into effect (tentatively) on Status indicators are included throughout all tasks and interfaces. Generate Loan Estimates and Closing Disclosures directly or incorporate our Fee Determination functionality.
2 Loan Estimate Fee Request The Request Fee Estimate UI allows you to verify property profile information and send/generate a fee request to our pre-integrated fee estimator. Loan Estimate Fee Determination The Fee Determination UI allows you to evaluate fee estimates from multiple sources, such as the Loan Origination System, a 3 rd party fee service and/or broker-supplied fees. You can easily view various fees and identify differences based on line-item(s) with red indicator Select the box for the fee source that should be used in the Loan Estimate, or manually adjust the selected amount column figures with the blue pencil icon. You will have the ability to configure a default source of fees that are automatically selected, thereby by-passing the Fee Determination UI. 2 Page Last Updated: 07/02/2015
3 Loan Estimate Document Generation The Generate Loan Estimate UI makes it possible for you to validate and modify loan-specific fields needed to create a Loan Estimate. The UI captures all LOS delivered information regarding the loan and loan fees, incorporates configurable default data, and supports user input of remaining data fields prior to submitting the data to the elynx Doc Prep Service to create the Loan Estimate. If you choose to use Fee Determination for Loan Estimate Generation, all accepted fees will be automatically imported into the Loan Estimate Generation UI. You can build an entire Loan Estimate through the User Interface with no LOS interaction. You may choose to send the Loan Estimate to the borrower or settlement agent. Closing Disclosure Document Generation The Generate Draft Closing Disclosure UI allows you to prepare the initial draft Closing Disclosure and send it to the Settlement Agent to initiate the collaboration process. The information and fees from the last disclosed Loan Estimate will automatically populate into the Draft Closing Disclosure UI. Additional data or changes can be input directly into the UI. 3 Page Last Updated: 07/02/2015
4 Settlement Agent Collaboration The Settlement Agent Collaboration function facilitates collaboration between lender and settlement agent Closing Disclosures, utilizing a notes workspace and the Fee Determination UI. Accept the fees to generate the Final Closing Disclosure to send to the borrower and/or settlement agent The settlement agent UI allows them to upload their version of the Closing Disclosure via PDF format or via a direct interface with an integrated Title Production System. The Notes section enables communication sharing between you and the settlement agent in a secure environment. All activity is logged in the history section. Within the Settlement Agent Collaboration function, after the settlement agent s Closing Disclosure in PDF format is uploaded, the fee data is automatically extracted and displayed in the Closing Disclosure Fee Determination. These fees are displayed along with fees from the lender s draft CD. 4 Page Last Updated: 07/02/2015
5 Fee Reconciliation Report Review and access the report during Settlement Agent Collaboration, to assist in final fee selections. Reconcile the latest disclosed Loan Estimate / draft Closing Disclosure with the new, proposed Closing Disclosure. Identify fee variation per line-item, based on dollar and/or percentage amounts. Integrated Disclosure Delivery and Compliance Identify if the delivery includes a Loan Estimate, Closing Disclosure or Re-disclosure Manually enter delivery details to be captured in the audit log, if a Loan Estimate or Closing Disclosure is hand-delivered TRID Compliance Messaging: When preparing a Loan Estimate or Closing Disclosure for delivery, the UI will display a Compliance Message if the dates entered will cause the proposed delivery to be out of compliance. Dates that are taken into consideration include application date, consummation date and change of circumstance dates for re-disclosures. 5 Page Last Updated: 07/02/2015
6 Loan Compliance Report The Loan Compliance report contains CFPB delivery compliance status and associated activity for Loan Estimate and Closing Disclosure packages delivered through the Package Center. Two-Step Verification Two-step verification provides a secure means for borrowers to access their documents and prevent potential vulnerability of such information. The latest updates will ensure a more protected method to authenticate users upon initial registration and for those users who need to recover their passwords. Borrowers who register for and access Inbox will be prompted to identify a secure device for security code delivery, with the additional options to utilize Google Authenticator and/or printed security codes. All new service implementations will leverage Two-Step Verification as the authentication method. Existing services will need to be migrated. Configuration Enabling 15.1 features will require planning and setup. Please contact elynx sales team. Feature Loan Estimate and Closing Disclosure Document Generation Services 3 rd Party Fee Estimates Automatically available to all users. No setup required. Requires some setup. Contact elynx sales to enable this feature. Loan Estimate Fee Determination Settlement Agent Collaboration Fee Reconciliation Report TRID Compliance Report TRID Compliance Messaging Two-Step Verification Known Issues There are no known issues with this release. 6 Page Last Updated: 07/02/2015
7 Browser Compatibility Expedite services are tested and compatible with the following browsers: Microsoft Edge IE 8.0 and above Firefox s current version (38.0.5) and 37 Chrome s current version (43.0) and 41.0 Safari for Mac ios mobile Android (for recipient only) Resources & Links Additional documentation and a list of FAQs on our products are available online. This information will answer many of your initial questions about the product. While elynx products and services are simple to use, we understand that questions or issues do arise from time to time. For questions or issues on new product features, please contact our Professional Services organization. PS@elynx.com To purchase new products or features, our sales team is always available to assist you. Phone: sales@elynx.com For more information or technical support, please visit our website or contact us. Phone: support@elynx.com 7 Page Last Updated: 07/02/2015
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