REProTool Release Notes
This article contains release notes about REProTool, including updates, bug fixes and new features.
Hot Fix 04/30/2024:
- Update to remove the agency admin logo from embedded calculators
- Bug fix to correct downloaded fee sheets so they match the original uploaded values
- Bug fix to only return one default value if multiple fees are listed in the fee sheet for loan estimator
Hot Fix 04/25/2024:
- Bug fix to correct an error where fees were displaying on calculation with only one delineator match
Release 04/25/2024:
- Feature: Added a Loan Estimate Calculator
- Feature: Added the ability to setup multi-select delineators for Seller Net Sheet, Buyers Cost Sheet and the Loan Estimate
- Analytics added for the new Loan Estimate Calculator
- Admin options added for the new Loan Estimate Calculator
- Added the option to embed the new Loan Estimate Calculator
- Removed the Unique Properties button
- Added the ability for MasTR users to set EMD Processing Fees
- Bug fix to remove the Monthly Payment section from the Buyers Cost Sheet calculator and PDF when the admin has hidden the section
- Bug fix to ensure the Transaction Information section name is accurately displayed on the PDF should the name be update
Hot Fix 04/23/2024:
- Bug fix to correct an issue where previously saved calculations with added fields were not loading properly
Release 04/15/2024:
- Feature: Updated CalculaTR navigation and sub navigation
- Feature: All additional fields now have the Credit option
- Feature: All additional fields have the option to go between % and $
- Feature: Updated the sub navigation for MasTR users
- Update to show only the relevant sections for the selected calculator when adding/editing fee delineators
- Update to show the Funds Available Date on the deposit details modal when the deposit is approved
- Update to default the selling commission to 0% and display it on the Buyers Cost Sheet
- Update to keep the delineator modal from jumping back to the top when adding/editing a delineator
- Update to the modals across REProTool to display a loading screen while data is being loaded
- Update made to return the user to the CalculaTR main selection when clicking the Calculator sub navigation item
- Updates made to LocaTR backend
- ExecuTR updates made
- Bug fix to correct an issue where attempting to create a user with an already in use email created orphaned companies
- Bug fix to correct an issue where the previous sales price was displaying for non-disclosure states on LocaTR refresh
- Bug fix to correct an issue where editing a Fee Delineator value locked the section selection
- Bug fix to correct an issue with the browser back button while a MasTR is impersonating an agency
Hot Fix 04/02/2024:
- Bug fix to correct an issues where Post Transfer Chargeback amounts were doubling when viewing the Reconcile report
Release 04/01/2024:
- Updates made to the alignment of the data displayed in the Reconcile reports
- Bug fix to show the correct dates and data on initial Reconcile load
- Bug fix to address slowness when viewing some Reconcile page data
- Bug fix to show the correct dates and times in MST for deposit events and the listed status date for pending transactions
- Bug fix to correctly sort the analytics data for the number of calculations and LocaTR searches done
- Bug fix to remove the sort option by phone number for analytics
- Bug fix to address data load slowness with some analytics details
- Bug fix to correct how the All Users toggle behaved when in an agency drill down view
Release 03/22/2024:
- Feature: Added analytics dashboard to Agency Admins and Agency Users so they can better track the usage of Net Sheet/Buyer Cost Sheet reports and LocaTR searches for any users under them
- Feature: Enabled the ability to set Required Delineators
- Feature: Enabled to ability to set default options for fee delineators
- Feature: Enabled the ability for Agency Admins to turn off co-branding for Real Estate users on the calculators and downloaded reports
- Moved all user tables to the Users page for easier management
- Removed the numbers from the calculator sections
- Enabled the ability to to set the Internal Deposit Slip to go to no one after a deposit is approved by QC
- Fixed a bug where MasTR users would receive various errors when impersonating a Reconciler
Hot Fix 03/20/2024:
- Bug fix to correct the display of Outstanding Chargebacks on the Reconcile page
- Bug fix to correct the totals on Reconcile when a Post Transfer Chargeback Repayment is done
Hot Fix 03/14/2024:
- Bug fix to correct an issue where users were being logged out after an hour
Hot Fix 03/12/2024:
- Bug fix to prohibit EMD Invitation emails from being sent to agency admins on consumer initiated deposits
Release 03/12/2024:
- Updated the DeposiTR camera to make it easier for consumers to submit RDCs
- Bug fix to correctly store the address and county used is calculators in the eventLog table
Release 03/06/2024:
- Updates made to the list of routing numbers
- Allow for LDAP users with non-standard usernames to login
- Added framework for future analytics
- Added title agency name column to Pending EMD's for sponsors and reconcilers only
- Added an EMD Invite Confirmation email that is sent to the agency user by default anytime they send an EMD invite to a consumer
- Made all calculator section names editable
- Add payee dropdowns to the Commissions, Payments, and Credits fields
- Fixed a bug where removed QC agency users were still receiving emails
- Fixed a bug where seller fields were missing the credit checkbox on the combined calculations view
Release 02/22/2024:
- Security Enhancement: Added account lock after 5 failed login attempts to comply with SOC 2 requirements
- The Prior Year Taxes Not Yet Paid by Seller field has been added back to the calculators and can be turned off and on by agency admins
- The PMI value has been removed from Buyers Cost Sheet when VA Loan is selected
- Updates made to the Previous Transaction help text to be more accurate for agencies
- Update made to set the Purchase Type delineator as an automatic delineator when CalculaTR is added to an agency
- Added text to RDC DeposiTR informing users only checks from US banks are accepted
- Added a download option to deposits displayed on the "Search Historical Records" table
- Added more details to the download of RDCs from the Deposit Queue and Quality Control screens
- Added the required attribution for the Quote of the Day
- The password reset process has been reworked to flow more easily for users
- Added the show password icon to all applicable areas
- Added a history tab to the transaction details to track all movements of the deposit
- Added the trust account name and last 4 of the account number to the details modal of approved transactions
- Added "Funds Available for Disbursement" to the transaction details modal with the appropriate date
- Added a new notification for important dates to be sent to internal agency users on deposit approval
- Bug fix to remove the Down Payment and Loan Details lines from the PDF report for a Cash Buyers Cost Sheet
- Bug fix to remove the Purchase Type from the Seller Net Sheet PDF report
- Bug fix to display all realtors under an agency for MasTR user impersonation
- Bug fix to correct an issue where users could receive an error on profile update when missing a phone extension
Hot Fix 02/07/2024:
- Bug fix to display the Owner's Title Premium Discount on the Seller Net Sheet and Combined Calculators only
Hot Fix 02/01/2024:
- Bug fix to display the sponsor name on the agency profile screen
- Bug fix to correct an issue where viewing the agency profile would log an agency admin out
- Bug fix to correct the underwriter displayed on the buyers cost sheet PDF report
Release 02/01/2024:
- Feature: Added the ability to send invitations to agency users allowing them to create their own accounts
- Feature: Added a new table to the agency admin's dashboard to track any sent user invitations
- Feature: Added Reconcile roles that can have sponsors assigned to them to allow reconciliation of deposits
- Feature: Added FBO InquisiTR and FBO EdiTR roles
- Feature: Allow admins to promote other users to admins
- Feature: Allow FBO and Fee Account numbers to be added at the sponsor level by MasTR users
- Feature: Overhauled the MasTR user capabilities to better support Reconcilers/Sponsors/Agencies
- Feature: Sponsors and Reconcilers can now create users under their organization
- MasTR impersonations now reflect what agency admins see
- Added the ability for MasTR users to impersonate the new Reconcile role
- Adjusted the success/error message timeouts across the application
- Updated all user/registration forms across the application for a better layout
- Added the Quote of the Day
- Added work phone extension field to user profiles and user registration forms
- Allow sponsors to update their passwords via the user profile screen
- Allow MasTR users to see consumers for agencies when impersonating
- Agency name added to the reconcile table for sponsors
- Added Google Analytics
- Removed the ability for sponsors to create or delete agencies
- Placed a limit on logo/image uploads across the application
- Bug fix to correct the CalculaTR fee delineator column names
- Bug fix to prohibit admins from deleting themselves
- Bug fix to correct the generation of incorrect Fee Definition Values
- Bug fix to correct the available options for MasTR only notifications
- Bug fix to limit the number of characters that can be entered on the EMD screens and Quality Control screens
- Bug fix to display the Encumbrances header on mobile devices
- Bug fix to prohibit RDC approval by Quality Control when there is an error
- Bug fix to correctly load the values for re-saved calculations on the Buyers Cost Sheet and Sellers Net Sheet
- Bug fix to to hide Buyer's fee fields on Seller Net Sheets
Hot Fix 01/30/2024:
- Bug fix to correct invalid errors received when loading a saved calculation
Hot Fix 01/16/2024:
- Bug fixes to correct a calculation error with Owners Title Premiums being dropped from totals under certain situations
Release 01/16/2024:
- Added further details to error messages received by the 4Tier team
Hot Fix 01/12/2024:
- Bug fix to correct the header total calculation of the Title and Escrow Fees when switching between Seller and Buyer calculators with cash selected as the Purchase Type
Release 01/11/2024:
- Bug fix to correct an issue where some agency's Net Sheet footers were not centered on the PDF report
- Bug fix to correct an issue where the agency field displayed blank for realtors on edit
- Bug fix to correct an issue where adding notes to a Net Sheet created an extra blank page on the PDF report
Hot Fix 01/11/2024:
- Bug fix to correct an issue where states were not populating under certain conditions when registering as a real estate user
Release 12/22/2023:
- Added FBO submitted transactions to the Pending Transactions list
- Added a simplified PDF receipt to the deposit confirmation emails
- Miscellaneous backend handling changes
Hot Fix 12/19/2023:
- Added a Loan Amount field to the Loan Details section on the Buyers Cost Sheet
- Added Current Year Taxes Paid field for taxes that are Paid-in-arrears
- Ensured the Estimate Buyers Closing Cost section stays together on the same page for the PDF reports
Hot Fix 12/18/2023:
- Bug fix to display agency user's info on the calculator footer even when the user does not have an image uploaded on their profile
Hot Fix 12/15/2023:
- Bug fix to correct an issue where some check images could not be viewed in the QC screens
Hot Fix 12/14/2023:
- Bug fix to correct the calculation of the seller Estimated HOA Dues
Hot Fix 12/13/2023:
- Bug fix to display all fee delineators for the Net Sheets
Release 12/13/2023:
- Added created dates to the Fee and Rate Sheet tables
- Added an Agency Owner role to the UserTable
- Updated the EMD Amount limit error to be more clear what the limit is
- Updated the DepsoiTR End User Agreement
- Update to display empty values for 0% entries on the Fee table
- Update to keep the selected responsible party for fees when going between the various Net Sheets
- Added Purchase Type to the Buyers and Combined calculators
- Rearranged the sections on the Buyers Cost Sheet report to better clarify the totals displayed
- Added the requirement of a check number when QCing an RDC deposit
- Bug fix to correct the header sort for Fee and Rate Sheet tables
- Bug fix to correct the data type of a column on the Fee Sheet template
- Bug fix to extend the email entry field on the Net Sheet email report modal
- Bug fix to to make the refresh calculations banner opaque
- Bug fix to remove applications from an agency when an agency is deleted
- Bug fix to prohibit LocaTR from populating the Prepared For field on the Buyers Cost Sheet
- Bug fix to allow MasTR users to update user roles
Release 12/04/2023:
- Added the Taxes Are field to allow for agencies to set taxes as Pre-Paid or Paid-In-Arrears
- Added the ability for agencies to show/hide the Taxes Are field as well as set a default value
Release 11/29/2023:
- Update to show an error on Password Reset requests for LDAP users informing them they must contact their windows admin
- Removed header totals from the Combined Calculator for buyers and sellers that were not applicable
- Moved the Monthly Payment section of the Buyer Cost Sheet to the bottom for clarity
- Removed the Earnest Money Deposit field from the Buyers Cost Sheet
- Added tooltips on hover over for the Download Report and Email Report buttons on all applicable calculators
- Updated the Estimated Property Taxes to handle collecting taxes at close
- Updated the PDF report footer to always display at the bottom of each page
- Added help text to the Interest Rate field on the Buyers Cost Sheet
- Added the ability to show/hide the Estimated Property Value field
- Removed the Estimated Taxes Due field from the Estimated Property Taxes section
- Bug fix to display a Real Estate users associated Agency user to the Agency user
- Bug fix to display the Estimated Property Value pulled in by LocaTR on saved Buyer Cost Sheets
- Bug fix to correct random errors received on navigation after idling
- Bug fix to return the correct granularity displayed on a rate sheet
Hot Fix 11/21/2023:
- The Lender Point field now displays as a number instead of a percentage on the Buyer Cost Sheet
Release 11/20/2023:
- Feature: Added a Buyer Cost Sheet to the available CalculaTR options
- Feature: Added a Seller NetSheet and Buyer Cost Sheet combination to the available CalculaTR options
- Feature: Added the ability to link Rate Sheets to other Rate Sheets
- The HOA sections for both the Buyer and Seller calculations has been simplified for ease of use
- Removed the Initiate EMD, DeposiTR Script Generator and Reconcile from QC agencies and their users
- Added the ability to save, edit, and download reports for Buyer Cost Sheets and Combined Calculations
- Prohibited the deletion of interlinked Rate Sheets until the linked Fee Sheets and Rate Sheets are first deleted
- Added an option to LocaTR to Export to Buyer Cost Sheet
Hot Fix 11/14/2023:
- Bug fix to stop the reset password modal from showing for LDAP users on their first login
Hot Fix 11/13/2023:
- Bug fix to remove the the DeposiTR Script Generator from Real Estate users
Release 11/09/2023:
- Backend correction of how user roles are implemented across the application
Hot Fix 11/08/2023:
- Bug fix to stop table column headers from being removed under the Fees & Rates CalculaTR section when edits were made
Release 11/06/2023:
- The Deposit Queue is no longer visible to Realtors that do not have the Initiate EMD role
- Added a Historical Records Search to the Deposit Queue to allow users to search any deposit made
- Users with InspecTR access that create an REProTool user will no longer have to reset their password on initial login
- Bug fix to correct an endless loop found on tables throughout REProTool
Hot Fix 11/06/2023:
- Bug fix to correct an issue where Agency logos could not be updated
Release 10/26/2023:
- Completion of phase 4 of backend refactoring
- Changed the wording on the Rate Sheet template to better align with the Rate Sheet display table names
- Added Unit # to the LocaTR example text
- DeposiTR User Agreements are now attached to EMD Receipt emails
- The NetSheet and Fixed Rate Mortgage Calculator have had various styling updates
- Feature: The Fixed Rate Mortgage Calculator now has Mortgage Type options that automatically pull the interest rate provided by FRED and the Loan Term
- Bug fix to correct an issue where updating a Real Estate Professional would override an Agency Admin's company name
- Bug fix to allow MasTR users to edit notifications marked MasTR only
- Bug fix to allow MasTR users to QC deposits
- Bug fix to stop the Agency Email from being removed whenever the Agency Profile was updated
- Bug fix to restore the default logo on Agency creation
- Bug fix to stop and Agency logo from being removed when a Sponsor updates an Agency
Hot Fix 10/25/2023:
- Bug fix to allow Nachoman to send error emails in cases like chargebacks
Release 10/18/2023:
- Completion of phase 3 of backend refactoring
- Bug fix to correct the deposit queue displayed to unlinked QC Agencies
Release 10/11/2023:
- Feature: Added ability for users to select who will [ay for what fees on the NetSheet
- Bug fix for the column alignment on certain tables
- Big fix to allow emails with “+”
Hot Fix 10/06/2023:
- Bug fix to continuously display QC agencies even when not selected
Hot Fix 10/05/2023:
- Bug fix to allow the saving of DeposiTR transaction types
- Bug fix to correct the database table name for NachoMan
Hot Fix 10/03/2023:
- Bug fix to correct the error newly created realtor users were getting when saving NetSheets after uploading a profile image
- Bug fix to correct the displayed trust account numbers when multiple are present
Hot Fix 9/29/2023:
- Bug fix to correct the database table name for NachoMan
Release 9/29/2023:
- Completion of phase 2 of backend refactoring
- Bug fix to maintain Agency Type on edit
- Bug fix to remove the ability to select an empty county on the NetSheet
- Bug fix to allow 2 decimals for Rate Sheet percentages
- Bug fix to correct the address displayed in the footer of Earnest Money Deposit initiated emails
- Added ability to upload Fee Sheets with fees that do not have delineators
Hot Fix 9/26/2023:
- Bug fix to correct how Owner's Title Premiums were being incremented on NetSheets
Release 9/22/2023:
- Bug fix to only allow numeric characters for numeric fields on mobile devices
- Completion of initial company refactoring
Release 9/18/2023:
- Bug fix to add the Agency Name to deposits for Accounting and Bank users on the Reconcile report page
- Enhancement made to hide the chargeback columns if no chargebacks have been made within the searched date range on the Reconcile report page
- Bug fix to correct the decimal percentage display of specific values on the NetSheet
Release 9/14/2023:
- Bug fix to allow MasTR users to impersonate bank users
Hot Fix 9/14/2023:
- Bug fix to send an email to the development team when an expected RDC deposit is not received
Release 9/13/2023:
- Added email bubbles and ability to add multiple emails to the NetSheet report email modal
- Added expanded information to the RDC Transaction Error emails
- Reconcile dates will be cleared and reset to last 30 days on logout
- Removed UserRoles from Active Directory
- Added health checks to all REProTool products
- Bug fix to keep the Reconcile filter active on a new search
- Bug fix to display an error when a past Estimated Close Date is used on a previously saved calculation
- Bug fix to allow MasTR users to edit Real Estate Professionals profiles
- Bug fix to keep unaltered notifications from displaying as updated
- Bug fix to correct the missing last sold date when addresses are imported to a NetSheet
- Bug fix to correct the Rate Sheet Granularity column display
- Bug fix to correct the shift in Last Sold Dates when imported to a NetSheet
- Bug fix to allow MasTR users to impersonate and view Accounting and Bank users without a session expiration
Hot Fix 9/07/2023:
- Bug fix to only display the logged in agency's transactions under Pending Transactions on the Reconcile page
Release 9/07/2023:
- Feature: Implemented Bing address suggestions on LocaTR search
- Feature: Added the ability to export addresses without details to NetSheets
- Feature: Added a Pending Transactions section to the Reconcile page
- Added the enforcement of a QC user/QC Agency at all times when an agency has access to DeposiTR
- Prohibit the user of paste for ACH Account Number verification
- Prohibit the ability for the Routing and Account numbers to match on an ACH
- Added a health check for DeposiTR
- Updated the text and display for found addresses on LocaTR
- Bug fix to set an agency's transaction types to the determined default
- Bug fix to ensure a previous transaction date is imported from LocaTR when available
- Bug fix to allow MasTR users to update Agency Admin's without altering the user type
- Bug fix to fill out the Broker name on the Trust Account Deposit email
- Bug fix to correct the default year on the Reconcile date selection
Hot Fix 9/01/2023:
- Bug fix to correct the EMD Balance for a Chargeback on the Reconcile Report
- Bug fix to correct the rounding of the Owners Title Premium to round up to the nearest whole dollar
Hot Fix 8/31/2023:
- Bug fix to correct the Prior Day Ending Balance on the Reconcile page
Release 8/29/2023:
- Increase timeout from 15 minutes to 10 hours
- Added ability for Agency Admins and Users to add an order number to an EMD invite
- Deposit slips will now display the provided order number
- Minor display changes made to the Reconcile page and downloaded report
- Allowed the ability to type or select dates for Reconcile
- Hidden the EMD Invite option from realtor users that do not have the Initiate EMD role
- Hidden the Dashboard from realtor users
- Corrected the CalculaTR save behavior when the JWT token times out
- Applied ESLint fixes to all UI projects
- Prevent emails with “donotsend” from going to SendGrid
Hot Fix 8/28/2023:
- Bug fix to change the type of Receiving DFI Routing Number in Nachoman
Hot Fix 8/25/2023:
- Bug fix for the CalculaTR Field and Sections table to stop the duplication of columns
Hot Fix 8/23/2023:
- Update notification defaults for EMD Receipts, Deposit Slips and EMD Rejections
Release 8/23/2023:
- Feature: Added the ability for agency admins to setup email notifications for their agency per each individual email type
- Feature: Added ability for QC users to add a closer email via the QC screens that will be CC'ed on all deposit actions
- Minor updates made to the saved agreements
- Realtors are logged into the CalculaTR screen by default
Hot Fix 8/22/2023:
- Bug fix to show the most recent RDC images for QC Agencies on the QC Screens when multiple RDC submissions have been made
- Bug fix to allow the download of the most recent RDC images by QC Agencies when multiple RDC submissions have been made
Release 8/15/2023:
- Feature: Added ability to download the REProTool application on to a mobile device home screen - iPhone and Android
Release 8/10/2023:
- Database change to help in the debugging of future notifications release
Release 8/09/2023:
- Changes made to DeposiTR RDC text to clarify deposit type
- Bug fix for CalculaTR to correct the title premium discount so it maintains a minimum charge
Hot Fix 8/07/2023:
- Bug fix to correct the reconciliation report data displayed
Release 7/28/2023:
- Database changes for future notifications release
Hot Fix 7/26/2023:
- Bug fix to allow users to re-save previously saved NetSheets without error
Release 7/20/2023:
- Allow sponsor users to see and edit agency information
- Minor display bug fixes
- MasTR user improvements and bug fixes centered around visibility into agencies and sponsors
- Misleading edit buttons removed throughout the applications
- Bug fix for Quality Control so the queues display the correct Last Updated date
Hot Fix 7/20/2023:
- Remove unneeded text from the DeposiTR submission review page
- Increase the character limit for CalculaTR fee delineators
Release 7/17/2023:
- Feature: Rework of the DeposiTR app to provide more security for consumers
- Feature: Added ability for agency admins, users and real estate users with permissions to send DeposiTR earnest money deposit invitations from REProTool
- Feature: Added ability to embed the new DeposiTR application on an agency website
- Bug fix to remove assigned fee sheets completely on delete
- Minor Quality Control bug fixes
Release 6/30/2023:
- Updates have been made to the policies displayed on the DeposiTR application for both eCheck (ACH) and RDC deposits
- User type/position field added to user creation and user edit
- Entered user type/position will display on the NetSheet report where appropriate
- Bug fixes to allow fee sheets to accept and calculate percentage (%) values entered for any fee
- Bug fixes to keep fee fields on the NetSheet from being editable
- Bug fix to send emails to agency admins when trust account deposits are submitted
Hot Fix 6/29/2023:
- Allowed non admin bank users to access the reconciliation report
Release 6/23/2023:
- User type field removed from user creation and update as well as all user tables
- Updates made to NachoMan
Hot Fix 6/22/2023:
- Bug fix to correct the running total on the reconciliation report
Release 6/21/2023:
- Changed the service used to verify ABA numbers for ACH and RDC deposits
- Feature: Added the ability to view/edit saved NetSheet calculations
- Feature: Added the ability to have more than one Trust Account
- Feature: Quality Control must now select the Trust Account associated to the deposit
- Bank account names added to any linked Trust Account
- Quality Control can cancel out of EMD QC screens
- Bug fixes to correct issues with fee and rate sheet uploads
- Bug fix to prevent invalid website and email formats
- Bug fix to display edit/delete options after changes are made to any table item
- Bug fix to return fee delineators in alphabetical order
- Minor display bug fixes
- Minor mobile bug fixes
Release 6/09/2023:
- Feature: Accounting login type created
- Feature: Bank login type created
- Feature: DeposiTR Reconcile page added for Agency Admins, Bank and Accounting users
- Bug fix to prohibit registered users from completing an EMD
- Bug fix to get the email unsubscribe options working on certain emails
- Minor display bug fixes
Hot Fix 6/08/2023:
- Bug fix to require an agency selection when registering as a real estate user
Hot Fix 6/06/2023:
- Bug fix to correct the rate sheet percentage calculations
Release 5/30/2023:
- Feature: Add ability to save NetSheet calculations
- Feature: Add ability for Agency Admins to show/hide NetSheet sections and fields
- Rework of the sub navigation
- Add calculator selection for settings to the sub navigation
- Bug fix to prohibit using registration codes to create a duplicate user
- Bug fix to allow downloaded rate and fee sheets to be uploaded without issue
- Minor mobile display bug fixes
Hot Fix 5/24/2023:
- Bug fix to correct an issue where emails were not being sent to users if a duplicate email was present
Release 5/19/2023:
- Feature: Add ability for Agency Admin's to display DeposiTR EMD fees on the deposit type buttons
- Clarified LocaTR property search by including a View Details button and additional text
- NetSheet report adjustments to make it easier to read and print
- Bug fix to clear previsouly search properties from the LocaTR map
Hot Fix 5/19/2023:
- Bug fix to correct the estimated tax header when using a LocaTR address