We've fixed a defect where the source account verification wasn't updating properly in PEXA Exchange.
In this release, where a source verifier uploads source financial line items by clicking the Update Workspaces button on the Bulk Upload Financials screen, the verifier and verification date are now correctly reflected in PEXA Exchange.
Whenever a Payout Figure is entered or edited in a refinance, the Incoming Mortgagee receives an email notification. This email is often used as a trigger to confirm source funds are sufficient. This email notification will now also be sent the Source Funder, if one happens to be in the Workspace.
Principal Non-FI subscribers will now be able to add Panel Members to their profile, which will assist in scenarios where they need to be represented in a transaction, especially in the role of Mortgagee on Title which has extra validation checks.