LMS-NG Change Log

Version 8.6.3 SR-18 posted on 02/07/12

New	Added capability to do data cleanup on contact types and have those changes also be applied to wherever those contact types are used in LMS.
Note	e504 - small tweaks to improve the overall experience. Also fixed a small issue in the very rare case of re-sending a transmission and it was looking in the temporary directory instead of the database directory where things get store.

Version 8.6.3 SR-17 posted on 01/27/12

New

LMS now gives organizations the option of NOT saving tickler print job information. In a couple offices using certain virus protection software packages (such as Kapersky), the tables that LMS creates to store each user's tickler print jobs routinely gets a database internal consistency error apparently as soon after it is created. Checking this option in Setup/Preferences will tell LMS to bypass the saving and accessing of this data entirely. The down side, of course, is that labels and envelopes can be printed only immediately after the letters are printed and not anytime after that because the information is no longer being saved.

Version 8.6.3 SR-16 posted on 01/26/12

New	In the principal screen principals will now display with greyed out text and icon if the person is a released guarantor or deceased.

Version 8.6.3 SR-15 posted on 01/24/12

Fix	The job report in Reports and Letters is now exporting data to Excel properly.
New	There is a new report in the Reports and Letters' Loan Rating screen called "Financial Analysis". Financial Analysis displays more elaborate financial information as well as the latest loan rating data but does not calculate the percentage of change from one year to the next like the existing report called "Financial Review". It uses only 12 month statements of which there should only be one per tax year. This report also will consolidate the various entities' financials when that option is selected for any project.
New	Potentially, there are large print jobs on various screens in Reports and Letters that may take several minutes to create the report the normal way, so LMS will now give the option of a simplified print methodology that will render the report much more quickly BUT without the enhanced features that the preview screen normally has. There will be a button on the far right that will bring up the screen that will allow for quicker output. You will see this first implemented in the Rating screen in Reports and Letters, the tickler report screen next, and others to follow.

Version 8.6.3 SR-13 posted on 01/19/12

New	Pre-Application Review Request - ability to override the contact in the 'edit' screen.
Adjustment	Modifications have been made to the ACH reject download to update the months late and date assigned fields found on the Delinquent Payment tab of the Payments screen, as well as, increasing the amount of the total delinquent payment amount by the ACH reject amount.
Note	Lately we've noticed a pattern with anti-virus software and settings being much more aggressive. Some of these settings seem to cause issues with LMS trying perform operations needed to open projects and run reports, etc. We've made some modifications inside of LMS to hopefully work with these aggressive settings so you won't have to make any modifications to your anti-virus software.

Version 8.6.3 SR-11 posted on 01/10/12

Adjustment	A few fixes and tweaks to the new custom contacts feature in the custom report wizard.
Fix	A problem with displaying user defined internal contact types when chosen in the custom status screen has been fixed.

Version 8.6.3 SR-10 posted on 01/06/12

New	Added a 'save as default' button for the ASM question found on the 1244 Part A 'edit' screen. You only need to hit that button once, until your ASM status changes. (This setting will affect new projects added to LMS after making this change.)
Adjustment	Fixed a small refresh issue where when you go into the 504 Closing Checklist for the first time, it was showing 2286 as the checklist, but showing the 2303 items on the right.
Adjustment	For 7a loans, re-enabled the personal resource test. This information will flow to the eligibility document and credit memo.
Fix	Fixed a rare error with the new contacts feature in the custom wizard report where special characters in the custom contact type was causing it to crash.
Fix	Fixed a rare error when clicking on the co-borrower question in the entities area.
Fix	LMS was inadvertently creating duplicate lender numbers for the dropdown that is in the recently revised login screen for Colson downloads. This has been fixed.

Version 8.6.3 SR-9 posted on 01/03/12

New	Custom Wizard Report enhancements and new features: 1) Ability to pick specific projects - this feature would likely be most useful when exporting to excel (since you can filter projects inside of a report already) 2) ability to have the name and company of all your custom contacts (borrower and internal.) Historically we had a few special contact types in the main reportdata (and will stay there for existing reports to work), but now there is another option that will enable the report wizard to create all the contact types (including custom ones.) In order to get this benefit, you must have the 'advanced reporting feature' turned on in the setup/preferences area. 3) much of the code in this area that gathers and prepares the data for reporting or exporting has been seriously optimized. The slowness would be most noticable on very large databases. In some of my testing, I've seen load times speed up by more than 75%.
Adjustment	There has been an adjustment made to the recently introduced tickler report settings feature where upon entering the tickler report screen settings that a particular user used the last time he or she had printed, previewed, or exported to Excel are applied.
Adjustment	e504 - The 'Check for Issues' wizard will now check for accented characters (such as á í ó ú ñ) in either the SBA Loan Name, or the project address, and stop you from continuing. For one reason or another, these characters cause issues with the server at headquarters. This issue does NOT affected your scanned documents being sent to SBA.
Adjustment	Fixed an issue where if you printed the credit memo with shading disabled, the percentages on the financial pages were not showing (actully they were there but are 'white' on a grey shading, and with shading disabled, could not be seen.)

Version 8.6.3 SR-8 posted on 12/29/11

SBA/Mandatory

w9 - Updated to Rev. 12-2011

Version 8.6.3 SR-7 posted on 12/19/11

Adjustment	Added a warning to the Colson download login screen for when a user tries to download ACH data when no Status of Portfolio data has yet to be downloaded for that month. Anchor would like to emphasize that the order that you do the downloads is important.
Adjustment	7a Eligibility - small tweak to allow more than 9 pages to be added (Addendum B, C, and E).
Fix	Fixed problem with answering "yes" to the question of whether or not to change the loan status to "Catch-Up Plan" upon exiting the Catch-Up Plan area.
Fix	When choosing "Known As" or "Borrower" for the third sorting/grouping option in the tickler report, LMS will now display that name on a separate line in the appropriate place on the report as it has been doing with the default choice "Business".

Version 8.6.3 SR-6 posted on 12/15/11

Fix	Fixed problem that occurs when break out by fund type is unchecked and the sort order is file number when the payment tracking loan accrual report is run.
Fix	Problem with printing the year end statement in payment tracking was solved.

Version 8.6.3 SR-5 posted on 12/15/11

Adjustment	When duplicating a project, LMS was not duplicating some of the size standard information. It is now.
Adjustment	The tickler defaults screen now indicates next to the organization button if an organization filter is in effect.
Fix	Payment tracking is again accessible from the projects area
Fix	Fixed issue on the CDC Checklist for Submitting Environmental - if OC Name was very long, it was showing '...'
Fix	Fixed a rare bug when printing the Credit Memo with consolidated financials. If the you have P&L comments that flow to a second page, the first line of the Consolidated Cash Flow comments were being superimposed on top of the P&L Comments.
Fix	In financials/print area, the ratios for the balance sheet report were pulling the wrong data if there were two financials for that entity with the same date. This has been corrected.
Fix	Fixed some minor layout issues when exporting the 912 to Word for editing.

Version 8.6.3 SR-4 posted on 12/07/11

Fix	Fixed an issue where the project wasn't being released by the previous user.

Version 8.6.3 SR-2 posted on 12/06/11

General Notes: Miscellaneous tweaks, fixes, and enhancements.

Version 8.6.3 posted on 12/05/11

Note	Also look at the changes for 8.6.2 and 8.6.1sr3 below as they were also released with this version.
SBA/Mandatory	Update the SBA 7(a) Loan Guaranty Submission Checklist based on the 10/15/2011 revision. Also added a new cover sheet now required.
SBA/Mandatory	Updated the SBA Eligibility Questionnaire for Standard 7(a) Guaranty document to Version 50 10 05(D) - Revised 11-1-2011.
Adjustment	Reverted the Commercial version of the Personal Financial Statement back to the way it was before the official SBA version was changed.
Fix	For organizations with just one organization record, we've fixed a problem where the organization name does not show at the top of various reports.
Fix	Problem with the customizable export to Excel in the Custom Wizard screen not being able to create Excel file has been solved.

Version 8.6.2 posted on 11/29/11

New	ACH reject information is now available for download into LMS from the payments screen in the Reports and Letters area. LMS will create a separate delinquent payment record for each ACH reject.
New	In the Payments and History screens there is a button in the comment edit regions (also on the right-click menu) that will allow users to choose a tickler to quickly append the comments just entered to the notes field of a chosen tickler. Alternately, there will be a quick access button to bring the tickler screen up on top to view the ticklers for that project.
New	For those that use the linking of custom data fields to the payments screen, you will now be able to link custom fields to each tab selected.
New	e504 - added a progress bar during the sending of an e504 submission.
Adjustment	The tip that show when the user clicks on document manager date fields in the LMS Data bar wasn't displaying the correct date format description always.

Version 8.6.1 SR-3 posted on 11/16/11

Adjustment

A change in 8.6.1 In Setup/Preferences where there is a setting that makes the "How to Apply Discretionary Income" option in the upper right corner of that form to default to "Don't Apply" no matter what has been changed to apply to entities that have had no personal discretionary income records entered yet upon bringing up this screen. It will revert to whatever is chosen in this screen the next time a user enters this screen after records have been added. For example, if a user chose "Replace All Years" the last time in, it would retain that choice the next time the screen is accessed by any user. In other words, the only change that you will see is that it defaults to "Don't Apply Now" for newly added loans with this Setup/Preference item checked.

Fix

In rare circumstances, the YTD interest amount in the billing statement shows 0 when run from the multi-project report menu inside of payment tracking, though it shows the correct amount when the billing statement runs from within a project. This has been corrected.

Version 8.6.1 SR-2 posted on 11/15/11

SBA/Mandatory	CDC Checklist for Submitting Environmental Investigation - updated to 2/2011
Fix	There was an anomoly where all of the management assigned to any project was showing up. This has been corrected.

Version 8.6.1 posted on 11/09/11

SBA/Mandatory	e504 - The e504 process is available to all CDCs. ASM and non-ASM submissions are both supported.
SBA/Mandatory	SBA Form 413 - Personal Financial Statement - updated to version 08-11
New	In Setup/Preferences there now is a setting that makes the "How to Apply Discretionary Income" option in the upper right corner of that form to default to "Don't Apply" no matter what.
New	LMS now can track basic attorney invoice information in the payments screen under "Attorney". A report for this data has been added and can be accessed both from the individual payment screen and in the Reports and Letters payments screen.
New	The Audit Reports now can be run with the option of including or excluding blank dates and blank dates only. Until this point, blank dates were always excluded automatically.
Adjustment	The Recovery Audit Report now has the ability to report on loans with statuses other than liquidated and paid off.
Fix	Credit Memo - hiding affiliate financials - fixed a bug that was hiding financials for affiliates that were not marked to hide.
Fix	SBA 1506 pg3 - fixed the label to show the guaranty fee percent. It was calculating the fee ok, but still showing 0.00 in the description.
Fix	A problem with the size of the container where information is entered for new RMA records has been addressed.

Version 8.5.9 posted on 10/27/11

New

The tickler reporting area now includes the ability to store settings as a version of the report. The settings saved include whether due, outstanding, or all is chosen, right-click grid filters, a newly added date range control, grouping/sorting selections, organizations chosen, and so on. It's saved per user, but you can save and apply the settings of other users. This same approach will eventually be implemented in the Report and Letters area for the various reports there.

Adjustment

The Watch and Rating reports in the Reports and Letters area were not showing the dates for the next and last field visit for the Excel export. They are now.

Version 8.5.8 SR-13 posted on 10/27/11

New	Checklist for Environmental Investigation screen - put a little helpful label that designates the OC's naics code and description and ability to click and paste into description field.
Fix	Fixed issue in the Select Project screen when creating a custom list if you choose a large number of statuses to filter on.
Adjustment	Map/Driving Directions - had to make some adjustments to our code since the Yahoo mapping engine changed. Also added Google as an option.

Version 8.5.8 SR-12 posted on 10/18/11

Adjustment

Tickler letters and form letters that have multiple guarantor recipients will now ignore guarantors who have been moved to "Released" status from "Active" status.

Version 8.5.8 SR-10 posted on 10/14/11

New	Select Project screen - added the e504 tracking # as one of the fields that can be shown/sorted by on the screen. This should help more easily identify which loans are e504 or not. In order to add the field to your project listing, click the 'customize' button in the upper right corner. Then click the appropriate 'fields to show' dropdowns item and pick the 'e504 No' option. (You could also just hit the 'reset fields/widths' to restore the defaults.)
New	The affiliate comments field (previously on the 'other comments' screen) has been moved to the size standard screen.
Adjustment	In memo edit boxes, there has been a behavior when the enter key is hit at the end of a paragraph that advances the cursor two paragraphs down. This has been addressed.
Fix	Fixed an 'open dialog' box that was happening in the Form Letter area.

Version 8.5.8 SR-9 posted on 10/13/11

SBA/Mandatory	SBA Form 1244 (10-11), Application for Section 504 Loan, updated as follows: - Page 1, Exhibit 24 - now requires only the most current debt and lien instruments - Page 3, VII. Proposed Uses of Funds - now includes eligible business expenses under Other Expenses - Page 12, Part D, Third Party Lender Certification - the certifications that must be included in the Third Party Lender's commitment letter (Exhibit 19) have been amended for the revised "substantially all" 85% standard and for Same Institution Debt under both temporary debt refinancing and permanent expansion refinancing SBA Form 1506 (10-11), Servicing Agent Agreement, updated as follows: - Page 2, 2.a.(8) - now includes eligible business expenses under Other Expenses (the Use of Project Proceeds) - Pages 4-5 - wire transfer instructions for Recipient and Correspondent Banks for wired funds for business expenses have been added This SLPC Eligibility was already in the latest versions of LMS - simply listing the changes here for your entertainment. SLPC Eligibility Information Required for 504 Submission Non PCLP (9/30/11), updated as follows: - Page 1, II. Size - provides that the franchise/license/dealer/jobber Certificate of No Material Change or Certificate of Material Change or Certification of Franchise Documents must be submitted to SLPC prior to 504 Loan application - Page 3, IV. Legal Form of Entity of OC, and Page 4, V. debenture amount for small manufacturers and certain energy public policy goals - aggregate amount of outstanding SBA loans (504 or 7(a)) to EPC, OC and affiliates reworded for change in SOP 50-10(5)(D) - Page 5, VII. Expansion Debt Refinancing - "substantially all" use of proceeds amended for change in regulations - Page 6, VII. Temporary Debt Refinancing - amended for all the changes in final regulations - Page 8, VIII. Conflict of Interest - adds household member of individuals serving in the legislative or judicial branches
Note	SBA Form 1506 - The location of the signature block has moved down some (due to the recent changes to the form.) If you already had some signature items on the page, they may appear 'outside' of the red box (which typically can't happen.) If this is the case, simply select all the items on the page, then move them down. You can do this by clicking the dropdown on the right side of the layout page labeled 'Select'. Then click the 'Select All' option. Hit the down arrow button under the 'Move' section to push the items down until they appear in the red box.
New	Added the ability to override the signer for the CDC Checklist for Submitting Real Estate Appraisal, CDC Checklist for Submitting Environmental Investigation, and the CDC Checklist for Submitting Equipment Appraisal.
Adjustment	LMS recently began presenting a message box to users informing them that they currently have organizations selected in the reporting and tickler area. LMS restores organization settings from previous sessions without user input on the way into LMS. So that this message does not become annoying, users will now have the option of telling LMS not to display it anymore.
Fix	Fixed a bug when printing the extra "Source of Funds"page for the SBA Form 1506. (This page only prints if you have more 'sources of funds' then will print on the form itself.

Version 8.5.8 SR-8 posted on 10/12/11

Fix	SBA Form 4 - Page 3 - Edit Screen - questions 11, 17, and 20 were cross linked and not working correctly. Also question 17 was relabeled since it actually pertains to question 19 on the form.
Fix	Payment Estimator - fixed a minor pop-up error when viewing the 504 vs. 7a estimator (did not cause an issue with any calculation)

Version 8.5.8 SR-7 posted on 10/11/11

New	The recovery tab of the payments screen will now have a recovery amount field for each payment comment entered. LMS will total these amounts and display that value in the field that has been in the upper portion of that recovery tab.
Adjustment	Debt Refinance - Made a couple of tweaks to help out the flow of users moving through the project. This question is still on the 1244 part a 'edit' form, but also put in on the Project Costs screen. That way when you visit the source of funds screen, LMS will accurately calculate the 'Commitment Expires' field (6 months for Refi Loans).
Fix	Those organizations that use security (those who use a password to get into LMS) will encounter an error 8.5.8 SR 6 that terminates LMS. This has been corrected.
Fix	A very rare problem with the Colson download where the data was skewed because of quotation marks in the downloaded colson file has been addressed.

Version 8.5.8 SR-6 posted on 10/07/11

New	The loan watch, field visit, and rating screens in Reports and Letters now has the balance field and loan number field without dashes included in the Excel export.
Adjustment	Loan Calculator - needed some adjustments to handle the new .5% guarantee fee.
Adjustment	The recently introduced Excel export feature in the reporting area needed to be revised in its implementation for the custom status report. It now does the more intuitively obvious automatic selection of fields for export that the user chooses on the second tab of the report screen's page frame.
Fix	Consolidate Statements - If there was an interim statement, and a projection with the same tax year, the consolidate reports (from the financial/print menu) was not correctly adding up the figures and showing the columns correctly. (Printing from this area is probably rare since most just print the Credit Memo which did not have this issue.)
Fix	Credit Memo - Consolidated Cash Flow Statement - the 'Line of Credit Principal' row and the 'Line of Credit Interest' row were reversed.
Fix	File Transfer - Was not transfering the Eligibility Document (if it was created.)

Version 8.5.8 SR-5 posted on 10/02/11

SBA/Mandatory	Eligibility Checklist for 504 Submission (non-PCLP) - updated to version 9/30/2011
Fix	2286 Screen - Fixed an error that was happening when choosing the 'add/edit attorney' item in the CDC Counsel dropdown.

Version 8.5.8 SR-4 posted on 09/29/11

Fix

504 Authorization Wizard - SBA fixed a bug that wasn't including the guaranty fee in the subtotal, which in turn affected the bond amount. If you have created a wizard after apply the 8.5.8 sr2 or sr3, then please check the subtotal in the authorization and make sure it includes the guarantee fee. If not, then you will need to DELETE your current authorization, and create a NEW one after updating to this patch or above.

Fix

Credit Memo - fixed a rare error where the financials for Guarantor Affiliates weren't printing.

Version 8.5.8 SR-3 posted on 09/27/11

Fix	In the recent update that included the export to Excel feature, the custom status screen's export to Excel was not incorporating the filtering conditions. It is now.

Version 8.5.8 SR-2 posted on 09/27/11

SBA/Mandatory	The new SBA Guaranty fee (up-front fee) of .5% is now in LMS for loans being approved on or after Oct/2011. Also, the new Annuel Fee (ongoing fee) of .9375% is now in LMS and will print on the Servicing Agent for loans closing on or after Oct/2011. SBA has NOT updated the 504 authorization yet as it may take several weeks for the recent changes to get integrated. In the meantime, please override the guaranty fee with .005 and hit the 'Default' button so the wizard will save it for future projects. Also do this for the On-going Servicing Fee field (.9375). SBA has NOT determined the additional fee for temporary debt refinancing so that is still an unknown at this time.
SBA/Mandatory	The 7a Authorization 2011 released on September 15, 2011 is included in this version of LMS.
SBA/Mandatory	Misc 7a changes: - There is a new, completely redesigned 7a eligibility document. SBA posted this version on their website, but did not update the dates at the bottom of the pages (they still say 3/4 on the first page and 3/30 on all the rest.) SBA was notified about this and said they were still making changes to the document and would get that corrected, but to have users continue to use the posted version. - 7a now supports an alternative size standard. Therefore the size standard screen will give you the option of choosing between the two. (The credit memo has been adjusted to show the proper one depending on your choice on the screen.)
SBA/Mandatory	SBA Express - As of September 27, 2011, SBA will not accept Express loans over $350,000. LMS now has a message built in to warn the user if they have gone over the limit.
Adjustment	The newly introduced Reports and Letters area feature that exports report data to Excel now has a feature where you can "unchoose" all as a starting point. By default, all items are checked to begin with. This would be useful in a situation where the user knows up front that they want to export only a few fields out of many.
Adjustment	LMS restores the organization filter to what you chose the last time in the organization selection screen when entering the Reports and Letters screen and the Tickler area. Not all organizations are chosen could effect, to a greater or lesser degree, the number of projects that show up on reports. This may or may not be what the user wants. LMS will now bring up an informative message when not all organizations are chosen going into these areas.
Fix	LMS occasionally has problems importing a file transfer zip file if the user's Outlook folders are set up in unconventional or elaborate ways, such as having personal folders at the same level as the Inbox. An error with the message "Unknown name" would normally accompany this problem. LMS will now search all of those folders for email with transfer.zip attached.

Version 8.5.8 SR-1 posted on 09/14/11

New	Each user now will be able to tell LMS to add a period after the prename field (Mr, Mrs, MS) for Document Manager documents. Go to Setup | Document Manager | Preferences
Fix	Fixed a bug that was causing certain memo comments to duplicate themselves to other entities (only affects those who recently upgraded to 8.5.8).

Version 8.5.8 posted on 09/14/11

SBA/Mandatory	e504 - On September 15, 2011, the Sacramento Loan Processing Center (SLPC) will start the Final Phase of the roll out for e504, a process to handle electronic 504 loan applications that are ASM. The Final Phase includes ASM CDCs financing 504 projects in Alabama, Arkansas, District of Columbia, Kansas, Kentucky, Mississippi, Ohio, Texas, and Puerto Rico. This Final Phase will enable every ASM CDC to use e504 if they want. Also updated our website with CDC Guide for e504 version 3.
New	In the Reports and Letters area, LMS now has an export to Excel button that will give users the ability to choose which fields will export and in what order. LMS will also save those settings for the next time in that report when the export to Excel option is chosen. Also, inside of the Excel sheet the column headings will have friendly names, numbers will be formatted, and column width hopefully will be close to what users end up deciding upon.
New	LMS will now automatically save memo comments before spell check commences.
New	In the Reports and Letters Payment screen, the Delinquency Report now has a Quarterly option in addition to 45 Day and 65 Day choices. By default LMS will filter the projects by 31-60 for the 45 Day report, 61-90 for the 65 Day report, and Over 90 and all of the other delinquent statuses for the Quarterly Report.
New	Credit Memo - Historically LMS has defaulted to printing a financial page for 'Other Affiliated Entities' if you have entered financials. Now you have an additional option under the 'edit' button to hide the financial page from printing.
Adjustment	Printing - In rare cases, user's antivirus programs can lock the temporary files LMS needs in order to print documents. Added some code to better handle this so LMS doesn't crash.
Fix	SBA 4 - Fixed a bug when choosing the 'advanced option' for the signing page.

Version 8.5.7 SR-5 posted on 08/29/11

New

Dates on the Payment History screen of the Catch-Up Calculator can now be changed between the the default ASCENDING order to DECENDING order to make it easier for the user to compare the payments with the Colson Payment History. Simply click on the Pmt Date Column Heading and the Dates will switch sequence as well as positioning the record pointer on the currently selected Date. Also there is a graphic in the header which indicates which Date Order is the current order (ie Ascending or Decending).

Adjustment

The fairly new memo feature of multiple levels of undo now includes all of the choices on the right-click menu. Also, changing to upper case or first letter capitalized now applies to the selected text rather than the whole contents of the memo box.

Version 8.5.7 SR-4 posted on 08/25/11

Fix	Project Listing - fixed an error when sorting by a field called proj_id (very rare that anybody would want to do this.)
Fix	Fixed a rare error getting into the forms menu that referred to a table definition mismatch.

Version 8.5.7 SR-3 posted on 08/24/11

New	The tickler report screen now has loan rating and funding date as part of the data that is exported with the right-click in grid export to excel feature.
Adjustment	SBA Form 155 - Standy Agreement - small tweak so when printing for a 7a loan program, it will pull the lender name from the source of funds area, rather than the organization screen.
Fix	The audit report loan rating average was not calculating in a weighted fashion. It is now doing that.

Version 8.5.7 SR-2 posted on 08/22/11

New

SBA has stated that there MAY be a period of time between the end of the Most Current Deferment Period and the beginning of the Calculated Catch-Up period where the borrower can make normal payments which may NOT to be less than the normal payment. As long as the Remaining Balance reconciles to the Amortization Schedule at or less than 60 Months from the end of the Most Current Deferment Period. The Catch-Up Calculator has addressed this and provides the capability for the user to specify an "Interim Payment Period" where the payments match those on the Amortization Schedule (The Normal Payment as defined by the Loan Documents) However, there have been a few occasions where Colson Services disagrees with this method of Calculating the Payment during the Interim Payment Period in the case where the Borrower has missed payments PRIOR to a 5 year Anniversary. They state that because the remaining balance is higher than that on the Amortization Schedule that The payment MUST be higher to accommodate paying ALL the principle each Month. There is validity to Colson's logic however it does cause the Borrower to make payments which are higher than those specified on the Amortization Schedule. As a result of this position that *some* Colson representatives have made to a few CDC's we have enhanced the Catch-Up Calculator to allow the user to specify which of these two methods they choose to use when producing a catch-up Plan that makes use of an Interim Payment Period. The user can now specify in the User Preference Screen which Method they desire to use and the program will remember their preference and produce Interim Payment periods which reflect their preference. The default is to use the Payments as shown on the Amortization Schedule as this provides a lower payment for the Borrower during this Interim Payment period (and in so doing a correspondingly higher payment downstream during the Calculated Catch-Up period.) By changing the Method of Calculation to the "Colson Method" the Borrower will make higher payments during the Interim Payment period but will make correspondingly lower payments during the Calculated Catch-Up period. The CDC should determine which Method most consistently is approved by SBA (with Colson acting as the "Gate Keeper") and set there User Preference to utilize that Method.

New

Print Menu - Anchor has always delivered a pre-defined forms menu for each loan program. Although you can't delete a pre-defined item, you can now keep it from showing in the forms menu area. This feature will likely only be used on SBA forms that are rarely used. In order to configure this option, visit the Setup/Forms Menu.

Version 8.5.7 posted on 08/18/11

SBA/Mandatory	Submission Checklist for PLP Loan Requests - updated to revision April 1, 2011.
SBA/Mandatory	7(a) Loan Guaranty Submission Checklist - the form has been updated to Revision 6/1/2011. The form is considerably different with some items being dropped, others being combined together, and yet others having certain options. Consequently, there is no easy/accurate way of mapping classic questions with these new ones. So any pending checklists you'll need to redo.
New	Custom Wizard Report - added a field called 'Just Loan Number-Digits' - which shows just the numeric values of a loan number. Very helpful for sorting purposes.
New	Backup routine - added a new option to skip the etrans folder during a full backup. The etrans folder is more of a temporary place that houses documents sent during the e504/etrans process.
New	e504 - Activated the 'File Maintenance' button within the e504 screen. Each time you submit documents using e504, LMS keeps a copy of each file you sent, as well as the actual zipped up submission. Viewing what was submitted might be helpful, however it does use up disk space, especially considering that environmentals and appraisals can be quite large. Depending on your storage capacity, we'd recommend clicking that 'file maintenance' button from time to time to delete these temporary files, freeing up disk space.
New	A financial review report (included in Classic LMS) is now available in LMS NG. You will be able to access it both in rating screen in Reports & Letters and the Projects area. It compares the most recent financials entered into LMS including ratios
New	Organizations who wish to not show the return address on billing statements in the payment tracking module now have the ability to do that.
Adjustment	Collateral - Liquidation Value - Wasn't correctly applying the liquidation % of commercial/personal real estate.
Adjustment	SBA 2287 (TPLA) - readjusted a paragraph in the middle of the page to make sure if fits within the 1" right margin.
Adjustment	The stress test report in the financials area was re-calculating existing debt service, project debt service, and excess owner's compensation irrespective of whether or not the field was "open" in the financials area. This has been corrected. It will now simply pull the current value of the field.
Adjustment	LMS now detects occasional problems with accessing file transfer from email better and will suggest a workaround for users.
Adjustment	2286/2303 Checklist / Forms Menu - Did some basic cleanup of this screen in general. Removed the 2286/2303 checkbox questions from the form menu and put them under the 'edit' button where they belong. Also added a field for the 2286 to capture 'documents to be submitted at a later date', and a field for the 2303 - item 42 - other relevant documents.
Fix	More than twenty organizations added in LMS caused a problem printing audit reports. This has been addressed
Fix	RMA downloaded data with negative values were being brought into LMS as a positive value. Also, operating profit was not being properly mapped to the corresponding LMS field.

Version 8.5.5 SR-1 posted on 08/04/11

Fix	Fixed problem with the tickler letter email option not figuring the next calculated date of action correctly and just putting the current date in there instead.

Version 8.5.5 posted on 08/03/11

New	LMS will now prompt users with how to apply existing debt, line principal, line interest, and owner's income should be applied to cash flow when exiting the debt and personal discretionary income screens. Users will have the option to apply the new calculations to all, some, or none of the income statements entered.
Adjustment	Enhanced the "Most Current Deferment Period" to be extended from 12 to 30 months for some unique SBA allowances where the Deferment Period may be granted to be in excess of the prior limitation of 12 months.
Adjustment	Fixed problem with Listing Report where if the user chose, for instance, the funded category and then when into the individual selection screen to uncheck liquidated and paid off, those modifications would not be reflected in the report.
Fix	SBA 2289 - Small tweak to fix the issue of printing the 'additional exhibits' page if it was to large to fit on page 5.
Fix	SBA 147 (7a Note) - Small tweak to fix the issue of printing the note when the payment terms exceeded a whole page.
Fix	SBA 1506 page 2 - Small tweak to fix the issue of it showing 'N/A' beside the Debt amount, even though there was an amount in there.

Version 8.5.3 SR-1 posted on 07/13/11

Fix	Fixed a glitch where the project was not getting unlocked when the user closed it.

Version 8.5.3 posted on 07/12/11

Fix	When users entered collateral comments and then immediately exited the project, the memo comments were not being saved. This has been corrected.
Fix	Colson Exception report was not reporting the correct loan status in some cases. This has been addressed.
Fix	Changes made to statuses in the status maintenance screen that comes up after the Colson download were not saving. It is now working correctly.
Adjustment	Choosing entities in the contacts directory was using the main principal contact's address. This has been changed to show the entity address
New	Personal Financials / Credit - added a field for AGI in the Personal Financial / Source of Income screen. This field will flow to the Credit/Agi field when you choose to 'import' data.
New	R/E Collateral - added a checkbox for R/E collateral items to mark as 'personal'. The purpose of this checkbox is to help LMS calculate the default liquidation value correctly.
Fix	Adding a project - fixed an issue where a new user/database was getting a message about selecting an organization first (even though it appeared to be selected.)

Version 8.5.1 SR-28 posted on 06/29/11

Adjustment

Processing Fee Report - corrected label for the processing fee amounts

Adjustment

Collateral - Liquidation % for R/E - reversed a recent change in LMS that was causing the default liquidation % for R/E to show 80%. It will now default to 75%. Part of the prior change was to account for personal R/E (which is 80% and an option we used to have in our classic LMS program - but do not have in LMS-NG.) Because most R/E is commercial, LMS will default to 75%. In a future update, we'll have a designation on the collateral screen for personal or commercial real estate so that LMS can properly calculate the default liquidation percent.

Version 8.5.1 SR-26 posted on 06/24/11

General Notes: Miscellaneous tweaks, fixes, and enhancements.

Version 8.5.1 SR-25 posted on 06/23/11

SBA/Mandatory	e504 - SBA no longer requires the appraisal document for Debt Refi loans. Therefore LMS will no longer enforce that rule as well.
Adjustment	7a Guaranty Fee - if the loan amount was over the limit, LMS was not popping up the message box indicating this.
Adjustment	Risk Analysis - added a missing 'ownership' checkbox to the 'edit' screen for this report.
Adjustment	eDoc - small tweak to the project data screen
Fix	Problems with "Choose Each" button in loan status criteria being always grayed out has been fixed. Also, the selected status listbox would occasionally get blanked out. That also has been addressed.
Fix	The option to sort on date in the activity and listing report has been restored.

Version 8.5.1 SR-24 posted on 06/22/11

Fix	Inconsistent behavior with toggling between bullet point lists and numbered lists in LMS comment fields has been corrected.
Adjustment	"Choose Each" button in status category selection area on various reports was unnecessarily grayed out. This has been fixed.

Version 8.5.1 SR-23 posted on 06/21/11

General Notes: Miscellaneous tweaks, fixes, and enhancements.

Version 8.5.1 SR-22 posted on 06/20/11

Note	LMS Updates - After 10+ years of hosting our updates on an FTP server, the updates will now be completely hosted on our secure HTTP server.
Fix	Occasionally, three decimal numeric fields in the formletters area would round to 2 decimal places. This has been fixed.
Fix	Known as name was not being populated in the history report run in the projects area. This has been fixed.
Fix	After the recent change to the NAICS form to add the capability to download RMA information, the user clicks on the NAICS box to bring up the form, and there is an existing NAICS code entered in the text box, LMS is not jumping to that record like it used to. This has been fixed.
Adjustment	A user was getting a message that said "Index or Expression does not match an existing member of the collection" when inserting the cursor into an already typed paragraph. Though this was not reproducable at will, we've identified the only place it could occur and made an adjustment.

Version 8.5.1 SR-21 posted on 06/15/11

Adjustment

SBA 1244 - extra source of funds page - small tweak to exclude interim amount from showing in the total. Also enhanced the format a little.

Version 8.5.1 SR-20 posted on 06/13/11

Adjustment	Consolidated Financials - small tweak to prohibit LMS from consolidating numbers for an interim and projection statement with the same tax year.
Fix	A problem with custom action type categories and general categories being inexplicably deleted has been resolved. It happened on a one time synchronization process that updated the default action types.

Version 8.5.1 SR-19 posted on 06/12/11

Adjustment	The criteria filtering for file transfer and add multiple ticklers now works as originally intended.
Adjustment	The tickler report screen's title bar caption now displays the fields currently filtered on.

Version 8.5.1 SR-18 posted on 06/08/11

Adjustment	Credit Memo - the 'financing' section now shows the 'city' next to the 'lender name' for added clarification.
Adjustment	SBA 1506 page 3 - widened the Payment Date field to handle long month names like 'September'.
Adjustment	W9 - The form was updated back in January 2011, however, the revision date was not updated. It now shows 'January 2011'.

Version 8.5.1 SR-17 posted on 06/06/11

Fix	6.5.1 SR 14 had a problem with the display of ticklers in the print tickler screen. This has been fixed
Fix	When toggling between all and due items in the manage/print multiple ticklers screen, sometimes the grid will show no records. This has been fixed.
Fix	Problem with FILE IS IN USE when printing a custom document has been fixed. This occurred when a user, after having created a custom document in one project, attempted to go into another project and create one there.
Fix	Another change has been made in the tickler print area regarding the occasional message of "There was no record created by LMS for this print job" (when the item is obviously due). The real cause has been identified.

Version 8.5.1 SR-13 posted on 06/02/11

Fix	A change has been made in the tickler print area where the occasional message of "There was no record created by LMS for this print job" should no longer occur. Also, sometimes the items due count in the grid in the tickler defaults screen did not match the number of items shown as due in the Manage/Print Multiple tickler screen. This also has been addressed.
Fix	Odd behavior in memo edit boxes where hitting return after two spacebars at the end of a sentence in the middle of a paragraph has been fixed.
New	Project Form's Menu - A new option allows you to process your print jobs using special options. These options include 1) changing the order in which the documents are processed, and 2) disable shading. Changing the sort order is a useful feature when you are emailing a PDF that contains many documents and you want those documents in a certain order. Disabling shading is not recommended, however it can be useful if you need to fax the document or have an imaging system that doesn't work well with it.

Version 8.5.1 SR-11 posted on 06/01/11

Adjustment

e504 - Minor interface changes to enhance the overall submission process. Removed the 'PreApp' and 'Decline' questions from the data screen. Added a 'Function' option inside the submission/add documents screen to clearly define all the appropriate settings that need to be there for the submission.

Version 8.5.1 SR-10 posted on 05/31/11

Adjustment	Rules to automatically add ticklers now have a right-click menu where you can delete a custom one that has been added
Fix	Users occasionally were getting an error message which said "csrsetupserv is not found" entering the tickler area after being in the Reports and Letters area. This has been resolved. This was causing problems loading other forms in LMS too.

Version 8.5.1 SR-9 posted on 05/27/11

General Notes: Miscellaneous tweaks, fixes, and enhancements.

Version 8.5.1 SR-8 posted on 05/26/11

Adjustment	Tickler "Print This One" option - dramatically reduced the time it takes to produce and print a tickler using this option.
Adjustment	Credit screen - LMS is no longer importing a 'calculated' AGI figure from the PFS data. In a future update, we will add an AGI data field to the PFS screen, and import that number to the Credit area.
Fix	Problem with comments/memos duplicating a letter when return was hit in the middle of a sentence has been fixed.
Fix	Project Listing - profilles. Fixed a 'profiles.dbf' missing error that popped up when first entering the project listing screen when 'profiles' is the default report.
Fix	PLP Eligibility Doc - inserted a missing 'checkbox' in section H.

Version 8.5.1 SR-7 posted on 05/25/11

Adjustment

8.5.1 SR 6 had some inconsistent behavior regarding project debt and existing debt options in the income statement tab of the financials area. This has been fixed.

Version 8.5.1 SR-6 posted on 05/24/11

New	Loan Status - ability to customize the loan statuses has now been added. Watch the video(s) here for an overview of this new feature.
New	SBA 1244 - Signing Page - added ability to customize the applicant type/name in the rare case you need to override the way in which LMS fills it out.
New	The tickler report will now show the filtering condition in effect when the report was run. This will be shown in the summary page(s) at the end of the report.
New	Tickler checklists will now display in profile report
New	Added DUNS field to the entity info area. This data is required for IRP Loans. DUNS is the Data Universal Numbering System used for 100 million businesses worldwide. Also made this field available to the custom status and custom wizard reports.
New	Added date created for tickler records. Users will have the option of reporting on this field from the tickler report screen with the export to Excel feature.
Adjustment	When "Continue third action until complete" is checked in the tickler items screen, the 3rd action's actual date of action is automatically disabled.
Adjustment	There is now a "Tickler General Settings" button on the tickler defaults form. New in this form is the ability to quickly edit the default Word template that all new tickler default letters are based on.
Adjustment	Change was made to disable the servicing request dropdown once a tickler has been created in the projects area (or the projects dropdown going into it from the tickler defaults area). The only time that these dropdowns will be available is immediately after clicking the add button.
Fix	Fix problem where the automatic adding of a history record does not always happen correctly in the projects area.
Adjustment	The CheckList Reports area now has the benefit of the NEW Project Status methodology. The new TreeView control has been added.
Adjustment	When doing a multi-replace on due date in multiple tickler screen, LMS now will add new checklist items along with re-setting the tickler dates.
Fix	Fixed problem in the consolidated income statement screen where income statements in excess of four were not viewable because the scrollbars did not appear.
Fix	In comments editing screens, the bug where if you hit the return key on anything after the first word in a paragraph, LMS would leave the first letter AFTER the cursor behind. It now brings that letter along for the ride, and it becomes the first letter of the next paragraph.
Fix	Subject and body of tickler email is now saving to the tickler defaults table for use the next time into that tickler.
Fix	Fixed bug caused by recent change to accomodate single action ticklers. The send notice date on the next tickler action was inadvertently getting blanked out on conventional three action ticklers too.
Fix	Addressed problem with the custom status report creating an error on a filtering condition involving loan program and "numeric" program names like 504 and 7A.
Fix	NAICS codes are now showing in duplicate projects.
Fix	If a user hasn't chosen a way to display logicals (Yes-No,True-False,x-no x), some very inconsistent behaviors can result in custom documents. This has been fixed.
Adjustment	The tickler report will now print a summary page even if the result set in the grid shows no records. This is useful for those organizations who archive these reports.
Fix	Information entered into the project information area prior to entering the payments screen for commercial loan payment tracking is now saving correctly.
Adjustment	The personal discretionary income screen was saving the value How to Apply Personal Discretionary Income the particular user chose the last time in the screen and reapplying that value the next time in no matter what loan file. A change was made to only store the value for this entity on the way out and re-apply it on the way in irrespective of user.
Adjustment	The servicing fields, recovery amount and balance at default from the original LMS, are now in LMS NG in the Payments screen under Payment Information.
Adjustment	Project Selection screen - now contains an 'active search' feature which allows you to see results as you type (after a small pause). The classic 'search' button is called 'Advanced Search' and still allows you to perform more detailed searches. Also added a 'Quick List' option to make accessing projects quicker. Additional settings are in the 'settings' area to accomodate these new additions.
Adjustment	Prior Financing - added the ability to easily add 'Guarantor Affiliates' without having to choose 'other'.
Adjustment	Add tickler to history now will show the category and general category when viewing the item in history after printing a tickler successfully.
Adjustment	The credit screen will now warn users that the Adjusted Growth Income field for principal entries is 0 when they try to exit the screen.

Version 8.4.5 SR-7 posted on 05/03/11

SBA/Mandatory	-SBA Form 1244 (4/11) - The only change is in Part D: the wording of the very last paragraph was changed to comply with SBA Notice 5000-1204.
SBA/Mandatory	e504 - added phase 5 states to LMS.

Version 8.4.5 SR-6 posted on 04/28/11

SBA/Mandatory

-SBA Form 2288TR - Interim Lender Certification for Temporary Refinancing Program (April 2011) - (This form was mentioned in SBA Information Notice 5000-1204 but was not yet completed at that time.) If the debt being refinanced is not Same Institution Debt, then an Interim Lender is required and an escrow account cannot be used. The Interim Lender is not required to sign the SBA Form 2416, but must sign the SBA Form 2288TR. Rather than adding a whole new item in the Forms Menu, we are using the existing 2288 line item (since the screen/form are very similiar.) If you need to use the 2288TR form, simply hit the 'edit' button, and check the 'use 2288TR form instead.'

Adjustment

SBA Form 155 - Standby Creditor's Agreement - added the ability for an organization to add 'assignment' language to the signature area on page 2. To enable this feature, please visit the setup/preferences screen and click the 'Show Assignment language on SBA Form 155...'

Version 8.4.5 SR-4 posted on 04/22/11

SBA/Mandatory	Eligibility Checklist for 504 Submission (non-PCLP) - updated to version 4/15/2011
Adjustment	Source of Funds - When reassigning the CURRENT lender/officer, LMS will prompt you about also reassigning the ORIGINAL lender/officer (the prompt/recommendation will depend on whether or not the master loan has been approved.)
Adjustment	SBA Form 912 - historically LMS would print the OC info in the 'applicant' fields for principals assigned to an OC, and print the SBC info for principals assigned to an EPC, Guarantor Affiliate, or 'Other Affiliated Entity'. This has been the general consensus for quite some time. However, additional options will appear in the dialog box that pops up when printing 912 that will give you the ability to print the EPC/GA/Other Affiliated entities info in the 'applicant' fields if you prefer.
Adjustment	SBA Form 160 (Resolution for Board of Directors) - removed the 'date expired' and 'OMB' reference in the top left corner. This form has not been updated in years but making these changes make it consistence with the version posted on Nadco's website.

Version 8.4.5 SR-2 posted on 04/14/11

SBA/Mandatory

Made changes in regards to SBA Information Notice 5000-1204. -SBA Form 2416 - Lender Certification for Refinanced Loan (4-11)

Version 8.4.5 SR-1 posted on 04/14/11

General Notes: Miscellaneous tweaks, fixes, and enhancements.

Version 8.4.5 posted on 04/05/11

SBA/Mandatory	e504 - added phase 4 states to LMS.
SBA/Mandatory	7a Eligibility - updated to version 3/4/11.
Fix	SBA 159-7a - Fixed wording on page 3 from '504 Loan No.' to 'SBA Loan No.'
New	The tickler report now has a summary that will list counts of the primary group/sort field.
New	Use of Proceeds - Added a new setting that will allow you to customize the order of the items on the screen, as well as the profile report and credit memo. The source of funds screen has always shown the master loan at the top, then sorted it by amount after that (although we do have a setting -setup/preferences/source of funds sort order) that would allow the 'bank' to show in the first position. On reports however, such as the profile sheet or the credit memo, it would sort it by amount. This behavior is still the default until you customize it per project. You can customize it by visiting the 'source of funds' screen and clicking the setting called 'override sort', then hitting the button labeled 'change sort.'
Fix	Fixed bug with how tickler items with checklists calculate subtotals of the primary group/sort
Adjustment	The loan rating category report was adding a 10pt space after most lines in the table and the body text in Word 2007 and 2010. This has been fixed so that, in most cases, the rating should print out on one page.
Adjustment	Backup Program - fixed a minor issue and made other tweaks to improve the speed and completeness of the backup
Adjustment	Word Export - fixed bug that was dropping the SBA logo (or any graphic) off of documents when exporting to Word. (Our preference is still that you do not export SBA documents to Word in light of the fact that unintended changes/formatting can get made to the document.)
Adjustment	Print Engine - LMS now supports printing jobs with mixed paper sizes. In the past if you had a document that needed to print on legal paper (dividers), you could not do it at the same time as a normal sized document.
Adjustment	Closing Layout Pages - very small adjustment to the width on pretext items.
Fix	File Transfer - fixed minor issue where the e504 history wasn't being included in the transfer (among other non-essential items.)
Adjustment	Tickler subtotals by the first grouping now will show the total ticklers and the total projects if the second grouping is business name or file number. These will displayed both at the end of each grouping and on a summary page at the end of the report.

Version 8.4.4 posted on 03/27/11

Fix	Fixed a bug that was displaying the incorrect Current Balance on the Borrower Acceptance Report. The Current Balance captures it's Value from the Payments Screen and was being unnessesarily undated on the Data Entry Screen unbeknownst to the User.
New	Users now have the ability to not show an already created custom data field in the custom data entry screen in projects
Fix	Corrected problem with descriptions of other deductions and and other additions not showing up in the printed Reconciliation of Net Worth report
Note	LMS is now as compliant with Windows 7 and UAC (user account control) as it's going to get. Some minor changes have to be made for users that already have LMS installed. Official directions to follow. Otherwise, give me (Sean) a call and I'll give you an overview of what needs to happen and what to expect (especially when LMS get's updated.)
New	Added total project cost as a tickler and form letter merge field.

Version 8.4.3 SR-14 posted on 03/23/11

Adjustment	SBA 1050 - Settlement Sheet - ability to customize the lender contact for this form. Historically this form used the same contact as the one chosen for the form 4i. It will now default to that, but can be overwritten (helpful for organizations that only close 7a loans and never look at the 4i.) Also, fixed the name issue at the bottom of the attachment (if needed) where it wasn't consistenly printing the correct organization name.
Adjustment	CIP (nadco) - made some tweaks to the screens making it a little more friendly and easier to add entities. Also, hardcoded the SBA loan number on all forms, making it unnecessary to enter it for each record.
Adjustment	Small adjustment to ability to check a number of records in the tickler, form letter,and other grids.

Version 8.4.3 SR-13 posted on 03/22/11

SBA/Mandatory	e504 - added a new document type per SBA called 'Certification Support Documents' to handle a random selection by the Center requesting additional documentation (for REFI loans only.)
Fix	Fixed problem with tickler report not returning the correct count of records.
Fix	1244 Part D - fixed a couple of mispelled words.

Version 8.4.3 SR-11 posted on 03/18/11

SBA/Mandatory	7(a) Guaranty Application Submission Checklist - updated with minor changes to version dated: February 14, 2011.
Fix	IRP/EDA reports - fixed error message popping up during printing (some code in a different area was removed prematurely causing this area to crash during printing.)

Version 8.4.3 SR-10 posted on 03/18/11

Fix	Duplicate Project / File Transfer - fixed an error message popping up regarding 'prin_id'.

Version 8.4.3 SR-9 posted on 03/17/11

Adjustment	SBA Form 652 / 601 - modified these reports to show the 'borrower' rather than the 'operating company' information.
Fix	Directory - made some changes to finally get rid of the 'file is in use' error message that would happen occasionally.
Fix	Tools/Backup - fixed a 'lmsforms_user' error after running a 'full' backup from the tools/backup screen. Otherwise, the backup runs perfectly.
New	Added the Ability for the User to Spcify the Date that the Unallocated Funds were Applied. The report now shows a ">" symbol in the left margin next to the Month in which the Un-Allocated Funds were applied. The User may enter ANY Date on the Preferences Screen so long as the Date on Which the Un-Allocated Funds is BEFORE the beginning of the Catch-Up Period. The Date is saved in the Preferences screen and ONLY applies to that particular Loan.

Version 8.4.3 SR-8 posted on 03/14/11

Fix	Zip Class - added a missing file missing from the "patch" updates (the file was included if you upgraded from the prior version or downloaded from our website.) Areas affected: file transfer, e504.

Version 8.4.3 SR-7 posted on 03/14/11

Fix	e504 - as a result of uprooting our ZIP library, a line of code needed to be moved in the e504 submission process. Otherwise, some users were getting 'file access denied.'
Fix	Small fix to take care of an error affecting 64-bit Windows 7 machines that DO NOT have the LMS PDF Printer . One of the necessary files needed to automate this was missing from the update.

Version 8.4.3 SR-6 posted on 03/14/11

SBA/Mandatory	SBA has revised four SBA Forms: -Compensation Agreement (SBA Form 159 (504) (1-11) -Servicing Agent Agreement (SBA Form 1506) (1-11) (this form was put in LMS several weeks with the debt refi changes) -Third Party Lender Agreement (SBA Form 2287) (September 2010) -Compensation Agreement (SBA Form 159 (7a) (1-11)
New	Added the Administration Checklist Report to the Checklist Setup area. This report allows the Checklist Administrator to see if the Date Field Headers and/or the "Open Field" has been changed on the Project level Check list so that in does not match the Master Checklist Template.
New	Added internal contact fax and title fields to tickler and form letters. These fields along with others with the internal prefix correspond to the person assigned to that tickler on the screen. Also, similar fields have been added that have the user prefix, and this will always pull the information for the current LMS user. This will be useful for the "Sincerely, John Doe" closings to letters used by more than one staff member.
New	Excel Spreadsheet Import - added a setting to remember the location the user imports from each time to speed up the time it takes to locate the file.
New	LMS PDF Printer - LMS will now verify the installation of this special printer each time you enter LMS. This driver is necessary for creating PDFs and critical to the e504 process. Also LMS can now install it automatically for 64-bit version of Windows (historically a manual change had to be made first.)
Fix	Add User - fixed a 'data type mistch' error when adding a user from the login screen.

Version 8.4.3 SR-5 posted on 03/07/11

Adjustment

Custom Reporting Wizard - an error was occuring when the list of organization names to report on was exceeding 15 or so (very rare.) Made an adjustment so this would not be an issue.

Version 8.4.3 SR-4 posted on 03/07/11

SBA/Mandatory	Made changes in regards to SBA Information Notice 5000-1198. -added "SBA Form 2416 - Lender Certification for Refinanced Loan". You will find this on the 'closing' tab of the forms menu toward the bottom.
Adjustment	Loan Contact Form (for non-e504 loans) - adjustment to the trade name field. Was showing the DBA of the OC all the time. Put additional logic to show the OC Name if there is no DBA.
Updated Form	W-9 - updated the W-9 (January 2011). Also, rather than maintaining and printing pages 2-4, LMS prints out only page 1 (the only page with LMS data on it.) Pages 2 through 4 are simply instruction pages (they contain no data and require a lot of maintainance to update in LMS.) Since many users only need page 1, we have decided to only print page 1 out of LMS. If you need the additional pages, then click the 'Open up Page 2-4' button (on the w9 'edit' screen.) It will open in your PDF viewer where you can then print them.
Adjustment	Form 148 - Guaranty Agreement - Small adjustment when printing it for non-504 loans- LMS will print the 'Master Lender' name from the source of funds area (if a lender hasn't been assigned to the credit memo.)
New	Added capability to check so many records at a time in form letters and tickler letters in order to accomodate large print jobs better.
Fix	Credit Memo - jobs section - small tweak to hide 'Manufacturing Jobs' if it's not a manufacturing loan. Also fixed the "project meets job requirement field".

Version 8.4.3 SR-1 posted on 03/01/11

Fix	---Critical--- Credit Memo - The objectives section broke as a result of making tweaks for the non-504 loan programs. It shows all X's for all objectives.
Adjustment	Debt Refi / Ongoing Servicing Fee (1.043) You will have to manually type the fee into the authorization wizard if it applies to your loan. LMS has it built in for the Servicing Agent Agreement though.
Adjustment	ARRA - LMS hides the ARRA question on the project costs screen now that it doesn't apply, but shows it for a loan that was approved with it. Some loans were caught in the middle and need the question unchecked. LMS has now made it easier to 'uncheck' the ARRA question for these special loans.
Note	Pending - We are still working on SBA Form 2416 (Lender Certification for Refinanced Loan). It should be posted in a day or two.
Fix	Problem with mail merge in Word 2003, introduced in LMS Version 8.4.3, was fixed.

Version 8.4.3 posted on 02/28/11

SBA/Mandatory	Made changes in regards to SBA Information Notice 5000-1198. -SBA Form 1244 Part A: eliminated 'recovery act application' question -SBA Form 1244 Part A: added 'Temporary Jobs Act Debt Refinancing' question (you will find this on the 'edit' button next to 1244 Part A in the forms menu since that is where it prints -SBA Form 1244 Part A: revised Exhibit 24 wording -added form1244 Part D (it appears as a separate line item on the forms menu so it can be printed when needed) -Eligibility document (non pclp): added refinancing questions in section VII - other minor changes -Supplemental data sheet (non pclp): added 'Temporary Jobs Act Debt Refinancing' question -SBA Form 1506 - Servicing Agent Agreement (revised): Added 'Jobs Act Debt Refinancing Loan' question at the top of page 1 -SBA Form 2416 (this is a new form and is used in the closing area) - It is currently being worked on and will be added to LMS later this week
Adjustment	e504 - As a result of SBA Information Notice 5000-1198, SLPC made some e504 changes that affect the required documents business rule. If the loan is a 'Debt Refi', then the required documents are now: Authorization from CDC, CDC Checklist, Supplemental Datasheet, SLPC Credit Memorandum, Form 1244, Eligibility Checklist, 912, Appraisal, Refinance Documents, Bank Letter. Note the difference in the required docs from that of a regular 504 is that Cost Documents are not needed, but two additional document types are, the Appraisal and Refinance Documents.
Adjustment	e504 - small adjustment in the contacts area to make it more obvious when a user has added a record but didn't select an associated contact. Also, eliminated the small 'black' windows popping up when transmitting a file. They were helpful, but being closed accidentally at times which left LMS hanging.
Adjustment	SBA 148 - For non-504 programs, modified the 'Lender Name' to be the same lender that shows on the credit memo (which is normally going to be the master lender).
Adjustment	Credit Memo for 7a/express/commercial - made small adjustments, mainly removing items that applied only to the 504 loan program.
Fix	w9 - Picking an individual in the dropdown was not filling in their personal infomation on this screen (it stopped working when we made a change in a different area that used the same drop down.)
Fix	Fixed rare error in forms letter area when sending to email and there are no email addresses.
Adjustment	Another minor change so that security works properly with NAICS codes. Read-only will now allow users to apply an NAICS code but not edit them in the projects area.
Adjustment	Problem with spell and grammar check hanging up large mail merge documents in the tickler and form letter areas has been fixed. LMS will temporarily turn off spell and grammar check while outputting to a new Word document
Adjustment	Made changes to accomodate single action ticklers so that the second and third notice dates are not generated. For single notice ticklers already created, right-clicking on the column heading in the Print/View Multiple ticklers screen gives the user the option of clearing the dates of all displayed ticklers for the 2nd and 3rd actions which are checked.
Adjustment	If the department is chosen for a user in the personnel screen, when history items are added, LMS will now automatically populate the department and bring up the action type screen filtered on that department.

Version 8.4.2 SR-9 posted on 02/18/11

Adjustment	Income Statement - When figuring the cash flow coverage ratio, LMS will now make the coverage ratio equal to 1 ("one") if the cash surplus is 0 ("zero"). Previously, LMS was skipping the calculation since dividing by zero is not allowed.
Adjustment	Balance Sheet - LMS will now show the Industry Comparisons on the B/S for startup business (projections only).

Version 8.4.2 SR-8 posted on 02/18/11

Fix	ALP/PCLP Supplement page - fixed a bug printing the supplemental sheets that was introduced after making changes to the Express/PLP versions of this document.

Version 8.4.2 SR-7 posted on 02/18/11

Adjustment

Forms Menu - Syncronization: Organizations have always had some control over how the items in the forms menu appear, whether it's customizing the built in items, or adding their own. Some tweaks were made to improve that process, especialy when documents are removed from the setup area. When a project is loaded and LMS determines an item should no longer appear, if a document actually exists for that item, LMS will keep it on the forms menu, but make it a 'user added item' so it won't get lost in transition.

Version 8.4.2 SR-6 posted on 02/17/11

Fix	Error upon deleting the last affiliate has been fixed
New	Added the ability to print out the loan rating category report from the setup area.
Fix	If debt term was 0, LMS returned an error in the line principal, line interest, and existing debt calculations in the stress test and other reports.
Fix	SBA 4 Part A - fixed issue where overflow pages (if needed) were not printing correctly.
New	Express/PLP Documents: updated SBA Form 1920SX (Part A) - dated 1/11 updated SBA Form 1920SX (Part B) - dated 1/11 (includes a new 'change of ownership page') updated SBA Form 1920SX (Part C) - dated 1/11 updated SBA Form 2238 - dated 1/11 (includes a new 'change of ownership' page) updated SBA Form 7 - dated 1/11
Fix	Fixed problem with user being able to type in a letter or several letters to quickly go to that part of the alphabet in the contacts screen.
Fix	Fixed problem with ticklers being added via the auto-tickler capability not pulling in the assigned agent for that loan.
New	Added the total number of projects now show on the project detail audit report summary.
Fix	Fixed problem where tickler letter area was truncating the file number field to ten characters.
Adjustment	Users can now apply security settings to the NAICS screen in the projects area.
New	Custom Documents (document manager) - LMS has had the ability to create a 'Quick Pick List' (QPL) so users could easily add custom documents to the forms menu. This QPL can point to a single custom document, or point to multiple "related" custom documents. Once added to the forms menu, the user selects the specific document they want by choosing it from a list. Now, the QPL can be created in such a way that it points to multiple documents whether they are related or not, and add them to the forms menu all at once. View video that highlights this feature here.
New	When a user enters a NAICS code already in LMS, a grid now appears showing those records' data range and last updated date. Also, a warning is presented about continuing to add a record that already has the intended data range the user has in mind. If in the projects area (as opposed to the setup area) and the record that the user intended to create is already there, the user can check that one in the grid in order to choose that NAICS record for that entity.
Fix	Fixed problem caused when LMS introduces new fields into the tickler and formletter areas that have the same name as a custom field previously created by an organization. An explanatory message will now be presented to the user rather than being knocked out of LMS.
Adjustment	SBA 1244 - LMS has always put the "Owners Excess" in the first "other" slot, then combined what would have been there with the second "other" slot. It was checking for amounts "greater than zero". Now it checks for any amount other then zero

Version 8.4.2 SR-5 posted on 02/04/11

Fix	Fixed a small bug that caused the F3 key to stop working properly.

Version 8.4.2 SR-3 posted on 02/03/11

Adjustment	Credit Memo - other than the financials for the primary operating company, there was no real sorting order for the rest of the entities. Now it will sort the financial pages in the same order as the entity pages (primary oc, (epc), other operating companies, guarantor affiliates, other affiliates entityes.)
Adjustment	e504 - Expanded the list of allowable states per SBA (stage 3).
New	When logging into LMS after an update, you will have an option to view the LMS Changes Log which is listed on our website.

Version 8.4.2 SR-2 posted on 02/02/11

Adjustment

Small tweak to the checklist area.

Version 8.4.2 SR-1 posted on 02/02/11

Fix	The LMS installation program was not correctly installing the latest versions of a couple of report files.

Version 8.4.2 posted on 02/02/11

Adjustment	When exiting the financial area, any blank records that were added with no date or financial information entered are now deleted. Previously, it was impossible for a user to delete that totally empty record if a date for the financial was not entered before exiting the financial area.
Adjustment	In loan rating setup, LMS now checks to see if there are parenthesis as an admissable character in the name.
Fix	Problem with "LMS COM Object" showing as the default return address for LMS Users inside of Word for labels and envelopes has been fixed.
Adjustment	Added a setting in the Setup/Preferences area to accomodate an organization who wants to show the referral section data on SBA Form 159, even if the referral fee is zero. The default behavior is to not show any data, including signatures if the amount is zero. Checking this option will allow it to show.
New	Added master loan amount to ticklers and form letters
Fix	Lender Analysis comments not showing on page 2 of SBA Form 4I.
Adjustment	Several enhancements to the e504 screen, mainly integrating the 'contact list' with the 'submission wizard' so they are more obvious to the user at the time of submission.
New	Made several enhancments to the Checklists: 1) The User can now determine which of the Four Date Fields will be defined as the "Open Field" for reporting purposes from within both the Setup and Project areas. This aids the user when they are prompted for reporting on OPEN Checkllist Items. 2) Date Field Headers are now easier to Edit , Change or Delete. 3) Extensive messaging has been added to aid the User with features related to the assignment of the CheckList "OPEN FIELD" (Click the "See Help Tips" Checkbox at the bottom right of the Grid Preferences screen)
Adjustment	Problem with spell check freezing has been fixed.
New	Button to enter general entity comments has been added. These comments don't flow into any document as of the moment.
New	For the Portfolio Loan Status report, put checkbox on criteria page that allows users to run the report including all loans, not just ones with principal payments during the date range chosen.
New	Added the Borrower Tax ID field to the custom report wizard.
New	Added the ability to select Checklists by CONTACT Type and Contact Name. There is a new Checkbox which will display the Contact Type Drop Down and list of Contact names. The DEFAULT Contact Type is Loan Officer / BDO.
Adjustment	Small tweaks to the e504 process, mainly showing the contact during the submission wizard phase so it will be more obviously what is being sent in to SBA.

Version 8.4.1 SR-12 posted on 01/27/11

General Notes: Miscellaneous tweaks, fixes, and enhancements.

Version 8.4.1 SR-11 posted on 01/26/11

General Notes: Miscellaneous tweaks, fixes, and enhancements.

Version 8.4.1 SR-10 posted on 01/26/11

General Notes: Miscellaneous tweaks, fixes, and enhancements.

Version 8.4.1 SR-8 posted on 01/25/11

Adjustment

e504 - Expanded the list of allowable states per SBA (stage 2).

Version 8.4.1 SR-6 posted on 01/21/11

Adjustment	Updated Form 159(504) and 159(7a).
Adjustment	Exporting from field visit, rating, and watch report grids now includes the first 254 characters of the memo fields
New	Added ocemail (primary operating company email) to formletters.
Fix	Fixed problem in calculator that is invoked in numeric fields for financials where the decimal portion of the value in the original field is automatically turned to 0
Fix	Cancel on duplicate project brought up an error
Adjustment	Changed label on SBA Declined checkbox in project info. It shows only for Resource PCLP for the Loan Loss Reserve, but it was creating some confusion for the underwriters.
Fix	Bug where after a file transfer, the attachments in history don't show up until re-entering LMS, has been fixed.
Adjustment	Minor adjustment to document manager template remove command
Adjustment	Moved SBA Declined checkbox from projectinfo to loanrating. It shows for Resource PCLP loans only, but it was confusing the underwriters.
Fix	Problem with duplication of financial data has been solved. Consolidated financial data was being "written" inadvertently to entity financials after the user had been in the consolidated screen.
Fix	Second time in tickler items can cause an error with the method principals_query. The alias "p" wasn't defined in a query in a not often used part of the method.

Version 8.4.1 SR-5 posted on 01/19/11

General Notes: Miscellaneous tweaks, fixes, and enhancements.

Version 8.4.1 SR-4 posted on 01/18/11

General Notes: Miscellaneous tweaks, fixes, and enhancements.

Version 8.4.1 SR-3 posted on 01/13/11

General Notes: Miscellaneous tweaks, fixes, and enhancements.

Version 8.4.1 SR-1 posted on 01/10/11

General Notes: Miscellaneous tweaks, fixes, and enhancements.

Version 8.4.1 posted on 01/04/11

Fix	Made code modifications to handle how Late Charges are determined during months which have Multiple Payments.
Fix	The involuntary duplication of prior government records has been resolved.
New	Loan number and SBA Portal have been added to the watch report, field visit, and loan rating export data
New	Loan Contact Reports (Organization and Project Level) added per new SBA requirements.
Adjustment	Updated 1244, CDC Checklist for submitting 504 Application, PCLP documentation (supplemeneta, eligibility)
Adjustment	Adjustments to make using the 4506T tax form easier. Added a 'phone' number field to show in Box 5 so now there are 3 lines (name and additional infom, address,phone). Screens have been updated both at the project level and the setup/preferences area.

Version 8.3.9 SR-2 posted on 12/14/10

General Notes: Miscellaneous tweaks, fixes, and enhancements.

Version 8.3.9 posted on 12/10/10

General Notes: Miscellaneous tweaks, fixes, and enhancements.

Version 8.3.8 SR-8 posted on 12/09/10

General Notes: Miscellaneous tweaks, fixes, and enhancements.

Version 8.3.8 SR-7 posted on 12/08/10

General Notes: Miscellaneous tweaks, fixes, and enhancements.

Version 8.3.8 SR-6 posted on 12/08/10

General Notes: Miscellaneous tweaks, fixes, and enhancements.

Version 8.3.8 SR-5 posted on 12/01/10

General Notes: Miscellaneous tweaks, fixes, and enhancements.

Previous versions...

General Notes: Years and years of miscellaneous tweaks, fixes, and enhancements.