XOLX Beta will be updated on Wednesday morning, May 25th, 2022.


With our largest XOLX update yet, we have some huge, time-saving workflow enhancements in this release that will make your lives better and allow you to do more with file processing than in XOP.  The new Workflow Tab, Workflow Assignments, and File View Tabs plus a number of additional enhancements all work together to make updating supplements and files easier and faster.


We encourage you to get your processors working in XOLX so we can continue the pace of getting XOLX to a place where you will no longer need XOP to update your files - and all your work can be web based.


  • Workflow Tab

We are excited to introduce the all-new Workflow Tab where Administrators and Supervisors can quickly assign and distribute work (note - only Administrator and Supervisor level users will see this tab. User-level users will not). This tab will be the primary location to assign entire files to processors. The Workflow Tab easily displays those files that are awaiting assignment, and those files that have been assigned - similar to the Workflow Assignments screen in XOP. The assignment process occurs directly on the Main Dashboard, so you can continue to manage your order volume without shuffling between tabs and screens. Note that when you Assign a file to a user, the entire file and all supplements on the file are assigned to that user. For additional information on how to assign work through the Workflow Tab, please see below, or refer to our Workflow Assignment article.


  • Easily Assign Files to Users from the Workflow Tab

As a component of the new Workflow Tab feature, we have added the ability to assign entire files to users, as opposed to assigning individual Supplements to multiple users. Assigning occurs directly within the Workflow Tab, keeping you on the Main Dashboard so you can continue to track and monitor your order volume. Selecting Assign will open a list of users, displaying the number of files the user currently has assigned to them and the number of Supplements assigned. This snapshot quickly assists with evenly distributing work. Choose the + sign to assign the file to the intended user, which will update in real-time that the file is now assigned within the Workflow Tab and Workflow Stats widget. Additional information on assignments can be found in the Workflow Assignment article. 



  • View User Assigned and Re-assign a User within a File  

Users with access to the Workflow Tab feature will now be able to view the current user assigned to the file, located in the Request Information section. Please note, the user displayed is the user that is assigned to the overall file and all supplements. Users can still go into files and Take Ownership of individual supplements. Should the need arise, we have included the ability to reassign the entire file to another user directly from the user's display name. This assignment process follows the same logic as assignment from the Workflow Tab. For additional information on the re-assignment process within a file, check out our Workflow Assignment article.


  • Client Instructions Moved to Top of Request 

We have moved the Client Instructions section within a request to the top right of the widget panel to ensure processors can easily view all relevant information for the file. This change has been automatically applied for all user types.  

  • New Request Detail/File View Tabs to Reduce Scrolling 

We have enhanced how the Request Details page looks through the introduction of tabs! Instead of numerous collapsible sections that cause a significant amount of scrolling, each section has been moved to its own respective tab just below the widget panels. Selecting a tab will provide all the information relevant to that category. Lesser used tabs will be available just behind your main tab layout.



The tab layout is customizable as well, via Tab Edit, allowing the user to organize the tabs from most worked in to least necessary. When Tab Edit is selected, the user can slide any of the available tab options left to right for their preferred view. Check out our Request Details Screen article for more information.

  • Print to Destination Override Now Available
    When you are ready to deliver an output back to the client, you can now send the output to more than just the user that placed the order: you can send the output to anyone at the client's office! This is the highly-anticipated Destination Override feature. It allows processors to select from a user list of any active user under that client company, enter the user's name (or whatever you prefer) into the Attention field, and send that output to the select user's client side mailbox. Open a request, hover over the menu at left, select Print, and click the icon highlighted here to use this feature. For additional information on printing files, see the Printing Files article.


  • Search by Last Four of SSN

Within the Search widget, you can enter the applicant's/co-applicant's last four digits of their Social Security Number to filter your results. Any matching results will be listed within the Search tab. 


  • Products Section and Billing Screens Moved to Tab Layout
    Access the Product modification and Billing screens faster from the corresponding tabs. (Previously, the Products and Billing screens were only available from the slide-out navigation menu on the left.) You can now Upgrade the product, Cancel, and Repull bureaus, use Unfreeze pins, and view all file Billing information more readily with less clicks. 


  • All Orders Tab Defaults to Most Recent Order Date

We have updated the All Orders Tab to display the list of files by the most recent order date by default. This change has been automatically applied for your convenience.

 

  • Account Indicators Added to Trades

We have added an Account Indicators section to the Trades tab when working within a file. This section is available in every listed Trade via the Unmerged Account section. Expand the Unmerged Account section within a trade to view the results, which will reflect true or false based on the criteria as recorded by the bureaus. 


  • Version Number on Login Screen

XOLX continues to evolve, and through each enhancement release, we are now displaying the version number on the login screen. This will greatly aid troubleshooting for any client to ensure they are on the most recent version of XOLX.