EasyLodge Changelog

Deployment 10/11/2023

EasyLodge

EasyTrack

API

Deployment 12/10/2023

EasyTrack

EasyLodge

System

Deployment 03/10/2023

Deployment 27/09/2023

Deployment 20/09/2023

Deployment 18/09/2023

Deployment 10/11/2023

EasyLodge

EL-202: Move Approved Postcodes

Moved Approved Postcodes to it's own preferences section

EL-102: Improved repayment calculations

Resolved issue with 1 cent RoundUp buffer in repayment calculations

EL-263: Results page Bank Statement section

Added ability to hide/show Bank Statement upload section on Results Page
EL-175: Wizard Company's Logo

Resolved issue where Company's Logo were missing on some Wizards

EasyTrack

EL-199: Investors/Fractional Ownership displays

Improved Investors/Fractional Ownership displays

EL-168: Manage borrower changelog

Resolved issue where incorrect dates show in the manage borrower changelog

EL-252: Improvements to Line of credit loans screens

Line of credit loans screens now showing repayment reminders

EL-123: Loan search enhancements

Added "Assigned To Me" filter on loan search screen

System

EL-175: Phone numbers formats

Improved phone numbers formats

API

EL-245: Wizard Store Endpoint Functionality

Upgrades to Wizard Store Endpoint Functionality

Deployment 12/10/2023

EasyTrack

11359: Enhancements to the Connex One Integration

Several refinements have been implemented for the Connex One integration.

EL-64: Deprecation of Certain Amortization Preferences

Removed specific amortization preferences from platform settings that no longer influenced the amortization functionality.

EasyLodge

EL-93: Rectified Data Issue with FMS

Resolved a problem where conditions that were deleted still got sent to FMS.

EL-54: Resolved Date Issue in Finance Application Export Report

Addressed an issue in which dates were being overlooked in the finance application report.

EL-78: Correction to Employment Histories Duplication Issue

Resolved an issue where employment histories were being duplicated unintentionally.

System

EL-91: Visual Enhancements to the User Configuration Panel

Updates to the user interface were made to better showcase password requirements.

Deployment 03/10/2023

EasyTrack

11350: Visual Upgrades to Drawdown Dialog

The drawdown dialog has been visually enhanced to better display the amount of interest and fees that will be incurred if a drawdown and reset are executed.

11213: Visual Enhancements for Repayment Reminder Emails

A series of visual updates have been implemented for repayment reminder emails, with particular focus on emails related to interest-only loans.

EasyLodge

11348: Transition of All Remaining Wizards to New User Interface

All outstanding wizards have been transitioned to the new UI. This change predominantly impacts API platforms that have a custom UI. Going forward, when editing an application, the new UI will load in place of the older interface.

11169: Visual Enhancements to Financial Application Wizards

Various visual improvements have been made to the financial application wizards, mainly affecting the display of input fields.

11137: SMS Verification Enhancements

New validation measures have been implemented to disallow the use of a single mobile number for multiple SMS verifications within the same finance application.

System

11320: Readability Enhancements for Email Tab

The 'body' column has been eliminated from email tables to improve readability. The email content remains viewable upon selecting the individual emails.

11301: Enhanced Accuracy for Date Displays in Reports

Improvements have been made to ensure the accuracy of date information within reports.

Deployment 27/09/2023

EasyTrack

10864: Speed Enhancements for Loan Loading

Several backend optimizations have been implemented to expedite loan loading times throughout the system.

11297: Enhanced Roll Rate Report Functionality

A new feature has been introduced to the roll rate report, allowing for the inclusion of all loans on the platform.

EasyLodge

11002: Aesthetic and Efficiency Upgrades to Residential and Employment Histories

Numerous visual and performance enhancements have been applied to the residential and employment history sections within the wizard.

System

11352: Resolved New User Password Setting Issue

Corrected a problem where creating a new user required immediate password entry. This behavior has been adjusted to align with procedures in place before the recent password policy changes.

11006: Visual and Informational Enhancements to Business and Trust Names

Updates have been made to show additional details about business names in headers, specifically within our revamped interface.

11216: Visual Upgrades to Email Templates

Multiple visual enhancements have been made to emails system-wide, primarily targeting EasyTrack emails. Additional improvements for EasyLodge emails are forthcoming.

11250: Usability Enhancements for Currency Display

The dollar symbol has been removed from various financial amounts throughout the system, aiming to enhance usability for platforms operating outside of Australia.

API

11347: Upgrades to Wizard Store Endpoint Functionality

Endpoint utilization for the wizard store has now been enabled. For more details, refer to the accompanying documentation here.

Deployment 20/09/2023

EasyTrack

10504: Enhancements to ConnexOne Integration

Various usability improvements have been made to the ConnexOne integration.

EasyLodge

11212/11299: Upgrades to FMS Integration

Numerous enhancements have been implemented to the FMS integration, allowing for the inclusion of extra data inputs.

System

11312: Enhanced Password Policy

The password policy has been updated to enforce stronger security measures. New or reset passwords must now adhere to a minimum length of 8 characters, and include at least one uppercase letter, one lowercase letter, one numeral, and one special character. This change will not impact existing passwords.

Deployment 18/09/2023

EasyTrack

11327: Resolved Omission of Final Repayment on Schedule for Specific Dates

Fixed a display issue that caused the last repayment to be missing from the schedule when the establishment date was either January 30th or 31st and the subsequent repayment date was set for the end of February.

11331: Resolved Loan Payout Cancellation Issue

Addressed a problem that prevented the cancellation of a loan payout once initiated, even within the confirmation dialog.

11328: Resolved Visual Anomaly in Transaction List

Fixed a display issue where the final fee would appear after the last repayment, causing the transaction list balance to erroneously display as falling below $0. This did not impact the loan's amortization.

11340: Resolved Multiple Minor Issues in EasyTrack Reports

Addressed several minor discrepancies within EasyTrack Reports.

11339: Enhancements to Business Postal Address Feature

Upgrades have been made to the business postal address section within the 'Manage Borrower' tab on loans.

11252: Enhancements to Drawdown and Reset Capabilities

Numerous updates have been made to both drawdown and reset functions. Key changes include:

Automatic charging of accrued interest and fees up to the drawdown date. For instance, if a drawdown and reset occur 15 days into the month, interest and fees from the preceding 14 days will be charged prior to applying the drawdown.
Visual refinements to the drawdown dialog to display upcoming interest and fees that will be incurred upon processing the drawdown.
Elimination of the drawdown date field, as drawdowns will always reflect the current date.
Introduction of a 'Next Repayment Date' feature.

Deployment 13/09/2023

EasyLodge

11287: Aesthetic Enhancements to Application Wizards

Several visual upgrades have been applied to the application wizards.

11298: Upgrades to Multiple Wizards

Several wizards have been enhanced as per specific requests. Wizards for which no modifications were sought will continue to function as they are.

11224: Upgrades to the Funding Tab

Aesthetic enhancements have been made to the funding tab to make banking details more easily visible.

11177: Introduction of 'Client Withdrawn' as a System Status

A new system status named 'Client Withdrawn' has been added. Any custom statuses sharing this name will be transitioned to this System Status.

11172: Resolved Repayment Reminder Preferences Transfer Issue

Corrected an issue where repayment reminder settings for products and platforms were not being transferred to loans within EasyTrack.

11178: Introduction of Various Decision Outcomes

Several decision results have been implemented where requests were made. In instances where no modifications were sought, the existing decision rules will be retained.

11259: Inclusion of Additional Default Documents Upon Request

New default documents have been added as per specific requests. In cases where no changes were specified, the existing default documents will be retained.

EasyTrack

11215: Rectified 'From Date' Issue in Original Term Report

Resolved an issue where the specified 'From Date' was not constraining the time period of the original term report as intended.

11208: Enhancements to Portfolio Amortization Summary Report

Multiple refinements have been applied to the amortisation summary report, specifically in the display of interest-only loan details.

System

11309: Enhancements to Document List Presentation

Visual upgrades have been implemented for documents lacking an attachment, improving their display.

11307: Minor Adjustments to Sporadically Failing Reports

Small corrections have been made to several reports that were intermittently failing.

Deployment 06/09/2023

EasyLodge

11170: Implementation of Custom Credit Rules

Additional credit guidelines have been initiated for platforms that have submitted requests. This update will impact only those platforms that have asked for new rules.

11302 / 11238: Enhancements to Multiple Application Wizards

Requested modifications have been carried out on various application wizards. In cases where no changes were specified, the application wizards will continue to operate as they currently do.

11264: Correction to application list

Corrects an issue where applications appear on the list when they should not.

EasyTrack

10109: Integration of Zepto Payment System

Zepto payment functionality is now available throughout EasyTrack. For more information on this feature, please contact us at support@easylodge.com.au.

System

11293: Enhancements to System Documentation

Updates have been applied to system documents where changes were requested. Platforms without any requested alterations will retain their existing system documents.

11152: Enhancements to Non-Production Environment Indicators

Small upgrades have been made to the environment indicators across all non-production environments.

Deployment 30/08/2023

EasyLodge

11249: Enhancements to Commercial Equifax Credit Assessments

Commercial credit checks have been updated to now encompass guarantors in the report. This modification is applicable to all commercial credit checks performed within the system.

EasyTrack

11295: Resolved Issue of Non-Persisting Settings for New Loans

Corrects an issue where selected settings—such as Interest Allocation, Apply Loan Fees, and Repayment Management—would not carry over after the loan was initially created.

System

11077: Enhanced Document Naming Guidelines

Refined the document naming system to show only one file extension when the document name is identical to its file type. For example, 'image.jpg' will appear as 'image.jpg' rather than 'image.jpg.jpg.' If no specific name is given, the document will retain its original filename."

Deployment 23/08/2023

EasyLodge

11246:ABN Check In Wizard Not Working

ABR has re-issued service tokens and this ticket updates the one EasyLodge uses.

EasyTrack

11227: EasyTrack Loans Search Improvements

Reinstates the sidebar search on loans (it was disabled during the system upgrade)
Also improves the main nav search to correctly match applicant and borrower full names

System

112845: Correct system not attribution

Some system notes have been attributed to "system" instead of the currently logged in user. This corrects the behaviour.

Deployment 22/08/2023

EasyLodge

11203: GreenID Upgrade First and Middle Names

Funded applications will now remain on the main list for 7 days before been archived.

EasyTrack

11237: Removal or future dated repayments

Corrects behaviour for deleting manual repayments on loans.

Deployment 09/08/2023

System

11211: Middle Name Validation Removal

- - - - Removed all validation checks for middle names within the system, as this field will now be optional. This change simplifies the input process and accommodates varying user preferences regarding middle name inclusion.

EasyTrack

11201: Enhancements to Manual Repayments Display Text

- - - - Implemented visual enhancements to the display text of manual repayments within the loans transaction list, improving readability and the overall presentation.

11083: Address Input Field Correction on EasyTrack's Manage Borrower Page

- - - - Resolved an issue within EasyTrack's manage borrower page, where the full value of the selected address from the list was not displaying correctly.

11187: Correction to Date Display in Amortization Summary Report

- - - - Resolved an issue that caused the date to display incorrectly within the amortization summary report.

11188: Enhancements to Automatic Dishonor Fee Display

- - - - Implemented visual enhancements to the display text of the automatic dishonor fee, improving readability and the overall presentation.

EasyLodge

11185: Resolution to Invalid Address Submission to Equifax

- - - - Addressed an issue where certain characters would lead to the submission of an invalid address to Equifax during a credit check.

Deployment 02/08/2023

EasyTrack

11171: EasyTrack Home Page Load Time Improvements

Further work to improve the load speed of the status filters located on the sidebar

Deployment 26/07/2023

System

11114: Add middle name support to system

Adds new middle name inputs to capture middle names separately from the first name.

10538: Improve phone number displays

Various formatting changes to phone numbers throughout the system to improve visual clarity.

EasyLodge

11134: Changes to application list

Funded applications will now remain on the main list for 7 days before been archived.

Deployment 20/07/2023

EasyLodge

11093: Pre-Populate Applicant Name in bank account name

application wizards will now default the bank account name to the name of the first applicant

EasyTrack

8962, 11075: Expiring Loans Feature

This adds additional loan filters and a report, concerning loan expiry dates.

11022: Current Accounts Report performance improvement

ongoing system improvements to improve reporting

11157: Actual vs Expected Payment Summary Report

A new report to detail payment behavior on loans.

System

10436: Data cleanup and system integrity check

Housekeeping for stale data

Deployment 19/07/2023

EasyLodge

11131: Upgrade Green ID API to Include Medicare & Passport Info

Requests to GreenID will now include both medicare and passport details if they are present.

11033: Expand Endpoints for Rate Ranges and Criteria, UI Integration

Expanded access to rate information through the API. Please refer to the Postman documentation for details

11042: Mechanical waiver document

Vehicle application wizards now support the mechanical waiver indicator

11117: Add Business Website To Application Wizard

Commercial applications wizards now support a website field

System

11153: Make all sidebars white, and wizard background grey

A system-wide change to the look and feel of application wizards. Platforms with custom designs are not affected.

11120: Insert "Message Borrower" In SMS Message Pop-Up

Sending text messages now always displays the option to include the applicant/borrower phone number.

Deployment 13/07/2023

System

11125: Order Of Status Change Text In Notes

The order of the status names in the note regarding a status change, has changed. The note will now more intuitively display from and then to.

Deployment 12/07/2023

System

10788: EasyTrack/EasyLodge: PDF Kit Generator replacement

We have replaced our internal tooling for generating PDFs with a more modern solution

Deployment 05/07/2023

EasyLodge

11124: Refer All Applications Credit Rule Missing

Fixes an issue where the 'all applications' credit rule was absent from some applications

EasyTrack

11112: Strip spaces from account numbers

Improvements to account number formatting

11035: Loan TAF aggregation

Speed improvements to EasyTrack homepage and reports

System

11119: Platform name missing in email footer

Fixes an issue where some system emails were missing the platform name in the footer

Deployment 28/06/2023

EasyLodge

10957: Improvements to funding page

Visual Improvements to the funding page to bring it into line with our design on other new pages.

11049: Removal of automatic status change when application is changed to "signed" status

Removes the automatic status change when an applicant signs a document.

EasyTrack

10786: New system transaction code "Adjustment Debit"

Add new system code "99: Adjustment Debit"

10539: Improvements to "Loans by Postcode" report

Various improvements to provide additional details in the report.

Deployment 21/06/2023

EasyLodge

11034: Add Middle Initial When Using Medicare As Identification

When providing medicare details for identification, the initial as shown on the card is requested, and passed on to GreenID and IDMatrix.

11038: Improvements to application list

Updates the application list to show trading name of companies

10682: Improvements to technical error on failed rules

Updates rules that do not run to provide additional details on how the error happened

EasyTrack

9837: Improvements to payout statement

Additional information added to loan payout statements

System

11054: Updates to password reset email

Visual Updates to the password reset email

10995: Expansion of status API endpoints

Expansions the amount of endpoints for statuses. The documentation for these new endpoints can be found here

Deployment 15/06/2023 (delayed)

EasyLodge

11034: Add Middle Initial When Using Medicare As Identification

When providing medicare details for identification, the initial as shown on the card is requested, and passed on to GreenID and IDMatrix.

11032: Finance Applications Export Report Issue

This addresses a reporting edge case where an unfunded finance application would result in the report not finalising

EasyTrack

11023: Monthly Interest Incorrect for Loans Established at the End of the Month

This addresses edge cases for first interest descriptions on loans started on the last day of a motnh with a multi-month interest free period.

System

10998: Preferences To Default With Sub-Menus Open

Preference settings availoable to admin users will now be expended by default

10862: Update system emails platform name

Refactoring email footers to display the platform details in a consistent way.

Deployment 08/06/2023

EasyLodge

#11000 : Equifax Rejected Address Of Commercial Applicant

This addresses an edgecase where aut-completed addresses are not always deconstructed correctly, after being updated. The result is a partially blank address being provided to Equifax. This ticket deploys a datafix for 140 addresses in the system, and prevents it from happening.

#11004 Update Serviceability Rule "This Loan" Calculation

A cosmetic change to serviceability rule. This only affects commercial applications for one client.

#11017: Loan Purpose Not Persisting

Updates to the application wizard for a client. This allows their "loan purpuse" to be peristed to the database correctly.

#10991: Adjust FMS Data Point In Data Payload

A change to the document delivery instruction on FMS, from "Email" to "eSign"

Deployment 07/06/2023

EasyLodge

#10968: Time at Address Display Issue

Fixed an issue where the time at address was not displaying correctly on the screen. This update resolves the bug, ensuring accurate and reliable display of address durations, improving data accuracy and the overall user experience.

#10878: Supporting Documents

Improved the display of supporting documents to include those uploaded from the valuation page. Users can now conveniently access and review all relevant documents, streamlining the document management process.

EasyTrack

#10965: Information missing from manage borrower change log

Fixed a bug that prevented certain information from displaying in the change log under specific conditions. This update ensures accurate recording and display of all relevant details when managing borrowers, providing users with a comprehensive overview of actions and modifications made to borrower records.

#10662: Arrears Aged Balance Report

Fixed an issue where the Arrears Aged Balance report occasionally displayed incorrect information. This update resolves the bug, ensuring accurate and reliable reporting of arrears data. Users can now make informed decisions based on precise understanding of arrears status, enhancing data accuracy and decision-making.

#10943: Borrower Contact Details

Introduced a new report that displays comprehensive borrower contact details. This new feature allows users to easily access and view all necessary contact information for borrowers, streamlining communication and improving efficiency.

#10971: Investor/Ownership Report

Enhanced the Investor/Ownership Report to display additional information. This update provides users with a more comprehensive and informative report, offering valuable insights into investor and ownership details.

Page updated

Report abuse