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Optimus+
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Optimus+

Controlled Controlled Plan Selection
2
·
Feature Request
·
complete
Dashboard Stats
3
·
Feature Request
·
complete
Create Activity Charts and Reporting
2
·
Feature Request
·
complete
Greensky Production
2
·
Integration
·
complete
Greensky Plans
Will the customer still be able to choose which program they want to apply for when it goes to Greensky?
2
·
Lender Partner
·
complete
API Endpoints for Accounts and Users Sync
Allow Merchant creation via API Allow User creation via API Allow Permissions to be mapped from Finportal to O+ Allow for file load of existing, then daily ongoing creation
2
·
Integration
·
complete
Lender Configuration - States and Verticals
EGIA to configure states and verticals in the Property view with lender configuration.
5
·
Lender Partner
·
complete
Application Search
Add automcomplete/highlight Better search (partial on name) Add Short ID as searchable Email Secondary Applicant Name Address Lender Short IDs Fuzzy Fields
2
·
Feature Request
·
complete
Field Validation for Application
Validate Phone, Address, Zip Code, Email
2
·
Feature Request
·
complete
SSO Integration
EGIA's portal is logged into by contractors. Optimus+ needs the ability to support SSO from this portal
6
·
Integration
·
complete
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