Integrated credit checks – Lenders can request credit checks directly from Baseline through the CoTailly integration and manually add or view credit scores on loans

PDF document downloads – Any document can now be downloaded as a PDF for offline review or storage

Document review actions – Documents in the “In Review” state include Accept and Reject buttons, streamlining the review process

Funding tab availability – The Funding tab is now visible on all loans in the pipeline, providing at‑a‑glance funding information

Email template system – Administrators can create and manage reusable email templates with dynamic merge fields for sending notices and correspondence

Loan modification charges – Charges associated with loan modifications can be added and viewed; these charges appear as future charges in the charges section

Insurance report filters – The insurance expiration report now includes additional filters to refine results

Investor transaction report – A new report summarizes investor transactions for easier accounting and auditing

Insurance report enhancements – The insurance report now displays policy numbers and includes a filter to narrow results

Custom reports – New custom reports are available for trust balances, borrower address information, and payoff dates

Permission toggles – Administrators can control whether the Notifications tab and the Credit Checks feature are visible to users

Performance and visual improvements – Various optimizations and user‑interface improvements enhance the overall experience

Bug fixes – A series of minor bug fixes are included in this release