What's new in version 6.3.0 alpha of LoanMgr?
  • Scanning and Image Features: Updated ProScan and ProImage to Version 2.0 Updated ImageEx to version 4.0 New feature ScanToPDF New Featues Thumbnail views of Word and PDF Files
  • Dashboard Created for display of: 50 - 200 Day Moving Average New Prospects Closed Loans By Year in next release
  • UpdateLoan - Retreive a fax File added to documents
  • Provided Support to View MS Office documents in the Web Browser Added Globals Perserved Values: GLO:SetupViewObjects, GLO:SetupMSOfficeUsed, GLO:SetupOPenOfficeUSed, Added Ability to display Doc files in Web Browser or use Registry Programs GLO:SetupUseRegistryPrograms
  • IExplorer UpdateUsed Set to View Doc Files and Excell Files with IExplorer
  • Added CW Version Resource to all Dlls. Shows build Number in DLL
  • Template DLL Update File Explorer 5.07 (C6) Office Inside 2.69 (C6) J-Media 1.18 (C6) xFiles 1.88 (C6) Draw 2.74 (C6) GPF Reporter 2.21 (C6) WinEvent 3.59 (C6) Secwin 4.70 (C6) Multi-Proj 2.78 (C6) NetTalk 4.32 (C6) SendTo 1.87 (C6) Makeover 2.85 (C6) FM3 4.54 (C6) FullRecord2 2.09 (C6) AnyFont 1.55 (C6) PrintWindow 1.20 (C6) SetupBuilder 6.9.2587 WindowID 2.00 (C6) FM2 3.87 (C6) J-Skype 1.21 (C6)
  • UpdateDocuments - If Tiff File is in Document list it is viewed with other and not with Scanner
  • Update Loan and Add Message Set Future new messages to 9:00 am if date greater than today
  • PrintAppraisalOrder - Added File, Email Fax with Header
  • CreatePreApproval - Fixed to not save loacal Loc:OpenPar3
  • CO Femail - Fixed adding of Email Rate and guideline sender
  • Update Loan When Suspend file remove in Processing
  • UpdateContact Removed any beginning spaces in Firstname and LastName and Primary ID Correted for other name when spouse has different last name
  • UpdateLoan Added FHA MIP, Added FHA Amount Financed - Changed Premium and Points Calculation to reflect FHA Loan amounts. Added MIP as seperate item in PITI calculation Recalculated amounts Fixed PrintApproval, PDF, PrintPreApproval, PDF for laon amounts Set Save to other file contigent upon save
  • Displayed Best number on Loan Record for Contacts also blanked out fields with no value
  • Dictionary Change to Increase field Size of Position and Category to 50 in Category, Checklist and Items files for C,M,D,P,WX
  • CreatePreQualLetter Revised InputPreQual PrintPreQualLetter / PDF
  • Clarion6 Upgrade 9056 to 9059 Dll for all Major dlls Updated Updated In Memory Driver to 9057 Updated Dynamic Driver to 9057
  • Auto ShutDown added to Loanmgr
  • Corrected Date format to d02 as 01/23/1955 format
  • Precluded being able to have a "," in the file name or description
  • Added Fax Documents to Loan Record only fax 1 doc first
  • Dct Change - Restrict Delete of Customer if Loan Exists
  • UpdateContacts modified Company File to Att or Ven or Comp
  • EmailSend and Write - Added checking for and eliminating ',' in email address field. Especially when there may be a comma in the name
  • Browse Customers - Added field to List for sorting
  • Update Templates Capesoft
  • Update Contact Form - Removed CompanyButton and Field when a Customer
  • Links file Removed Non Duplicate - autosequence from the category sequence
  • Dictionary - Loan Docs Removed Sequence Field in Key
  • Email Newsletter Settings Set to rename file is name ends with template.htm If Instring('TEMPLATE', Upper(ThisViewer20.fe_Path),1,1) Loc:Month = gsMNTHL(Loc:date) Loc:Year = Year(Loc:Date) loc:HtmlDocument = Sub(ThisViewer20.fe_Path,1,Instring('TEMPLATE', Upper(ThisViewer20.fe_Path),1,1)-1) & Clip(Loc:Month) & ' ' & Loc:Year & '.htn' ThisViewer20.Save (loc:HtmlDocument, 1, 0) MOD:HtmlDocument = Clip(loc:HtmlDocument) Else MOD:HtmlDocument = Clip(loc:HtmlDocument) End
  • Copy Used to Plan If Select Checklist add item If select Catagory add Checklist If Sellect Position add
  • Accounting Summaries
  • Internet Web Site Data Submit - The ability to customize and auto insert data from Loans and your own personal information securly and accurately
  • UpdateContactMaster 1. added Google Search with auto clipboard update 2. added Internet Phonebook Search with auto clipboard update 3. Logged address deletion to notes 4. Create a new Task for this Contact.
  • CreateEmailHtm - added file:// to all image file references
  • PrintCLALetter - Autoconfigure form and added select font - Added use Signature file
  • SchedulePlanned Initialize values fix