On Saturday, May 21st, we will release SPARK 7.8.3. This update includes the addition of task lists to Personal Dashboards and support for a Debt Schedule PDF template.
Task Lists on Personal Dashboards
We're excited to announce the addition of task lists to personal dashboards! The new task list allow you to view and edit tasks directly from your personal dashboard. From a dashboard task list, you can:
Add a new task list
Customize your task list title
Filter tasks by various criteria
Sort tasks by column
Edit task due date, description, owner, status, and assignee
Add comments and attachments where applicable
Update vendor and invoice information for 3rd-party report tasks
Update Tasks from Task Side Panel
Select View Task from your personal dashboard to open the task in the task side panel. From the task side panel, you can edit the task, as well as view historical activity.
New Debt Schedule PDF Template
We've added a new PDF template for debt schedules that can be used to generate a PDF version of both business and individual debt schedules. If you're interested in using this new template, please contact your Customer Success Manager for assistance.
Return to Home from Logo
Click your organization's logo in the top-left corner of SPARK to return to your SPARK homepage.
20% Owners Added by Applicants Default to Guarantors
The business ownership activity has been updated to automatically mark a 20% or more owner as a guarantor to ensure that the personal information activity includes fields required on SBA forms. This change only applies to SBA loan products.
SBA Form 1920 and Section N (Occupancy and Leasing)
Based on SBA feedback regarding leasehold improvements, SBA form 1920 Section N will only be completed when the applicant owns the property in question.
Assistance Tracking API Endpoint
A new API endpoint (api/v2/assistancetracking) has been added, allowing you to access data related to time tracked in SPARK's Assistance Tracking feature.
What's Been Fixed
Address Lookups - All address lookup fields now work as expected.
Prior Guarantors No Longer Included in Credit Memos - The credit memo now includes only individuals who are documented as guarantors at the time the memo is generated.
Sorting by Task Due Dates on Legacy Homepages - The Due Date column now sorts as expected.
LexisNexis and Resolving an OFAC Hit - The Resolve action now works as expected when an individual or business has an OFAC hit.
Terms Page not Displaying Rate Selection - The Rate field on the Terms page now appears for packages whose product does not have a default rate type specified.
PayNet Reports and "0" Scores - PayNet reports now show N/A when the score is 0.
Adding Collateral to an Information Request as an Internal User - You can now add collateral to a package from an internal Information Request as expected.
Find Out More
Stay tuned for the latest features and subscribe to your favorite categories. If you have any feedback or questions about this release, please reach out to your favorite CSM, or email us at email@example.com. Your feedback will help us make SPARK the best loan origination software in the market!