Quarter 1, 2022 ProLinkAIM Release Notes

You can now track catastrophic events at the deal level. To do so, navigate to the Special Assets screen for the deal, and then create an event. When you select Catastrophic as the Event Type, you'll select a specific Event Category. After saving the record, you can add the Damage Type and Call Log information for the event.

The Event data view has been updated to include the Damage Type and Notes fields. And the new Event Call Log data view allows you to query Event Call Log records across the system. You will also find the new fields related to Catastrophic events in Workflow.

The Edit Occupancy/Revenue screen (HTC Deal/Buildings/Commercial Space) includes a new, optional field called Occupied Square Feet, which allows you to capture the number of occupied square feet for HTC deals with commercial space. The field is available only when the Commercial Space Unit of Measure is set to Square Footage.

The Occupied Square Feet field has been added to Workflow and to the Commercial Space Occupancy Revenues node in the SmartDox Deal schema.

When you capture information about construction budget inspections, you can now include the deadline for reviews. The Edit Construction Budget screen includes a new, optional field called Review Deadline. When you save a new Construction Budget Inspection record, the system calculates the Review Deadline date based on the Received Date from the corresponding draw, adding the number of days from the new NumOfDaysReviewDeadline config setting to the Received Date.

The default value for the NumOfDaysReviewDeadline config setting is blank, which means the Review Deadline is the Received Date from the corresponding draw. The system administrator can update the value for the config setting.

The Review Deadline field is available as Criteria for Workflow (when the Construction Budget Inspection object is selected) and as a dynamic field for Workflow Email. In addition, the field has been added to the Inspection node in the SmartDox Construction Budget schema.

You can now identify a property as Part 7 Eligible for regulatory tracking with a new checkbox on the Edit Property screen.

The field has been added to the Properties data view, Workflow, and SmartDox (Properties node in the Deal, Financial Forecast, Fund, and Fund All Deals schemas).

The Upper Tier Equity field on Edit Fund Load Details (deal-level) has been updated to include the Flat Amount Total from the Fund Load Component grid. The Upper Tier Equity field = Total Lower Tier Equity + Total Load Amount + Total Flat Amount.

Updates have been made to fund-level Ownership Schedules to allow the schedule to be finalized even if the sum of the units owned across all owners does not equal the Total Units. Previously this scenario would have triggered an error. The error has now been modified to a warning so that you are notified but not prohibited from finalizing the schedule.

The Edit Consent Tracking screen for a fund includes new, optional fields to indicate whether the consent information is for a Principal Transaction or a Cross Transaction.