This release focuses on improving day-to-day communication, tightening up integrations, and resolving a number of issues across charges, fields, documents, and dashboards.
Inbox & Email
Attachment indicator in threads
You’ll now see a clear indication when an email in a thread includes attachments, making it easier to locate files at a glance.
View all recipients & senders
The Email dock now includes a modal showing all recipients and senders on an email, so you can quickly confirm who is on the thread.
Bug fixs:
Draft and sent emails in different folders
Draft and sent emails now correctly appear in their respective folders and remain properly linked.Merge tags without values in composer
Merge tags that do not have values will no longer be made available in the email composer.Cursor jumps from Subject to Body
When composing an email in the Inbox, the text cursor will no longer jump automatically from the Subject line to the Body while typing.
Integrations
Fraud Report with Cotality
Added support for Fraud Report functionality with Cotality as a pre-release integration.
Improvements
Loan Change Log:
Tracking Improvements to capture: Loan Status Change Product Changes, Draws Status, Payment Status and Document Status.
Quotes: Send button visibility
The Send button on Quotes will now be hidden when the notification setting to send quotes is turned Off, reducing confusion for users who are not sending quote notifications through Baseline.Borrower email templates respect display_loan_name
All borrower-targeted email templates now honor the display_loan_name setting, ensuring consistent loan naming across borrower communications.Document naming supports periods
Document names can now include periods (.), allowing for more flexible and familiar naming conventions.Dashboard KPIs (Sold Loans)
Sold loans are now excluded from the following KPIs on the Dashboard:Active Investors
Active Borrowers
Active Loans
Loans: “Per Diem” label
For loans in Servicing, the “Per Diem” field label has been updated to “Current Per Diem” for greater clarity.Borrower statements timing
Borrower statements are now sent on the 1st of the month when the borrower statement notification is enabled.Denial emails
When Denial Notification is turned Off, the associated denial email will no longer be requested.Draws: Multi-photo upload
Draws now support multi-photo upload, making it easier to add multiple images to a draw request in one go.
Charges – Fixes
Disabled charge fields appear enabled after product change
Disabled charge fields no longer appear enabled after switching products on a loan, and any changes made to disabled fields are correctly not saved at the loan level.Overridden charges changing when product changes
When a product is changed on a loan, overridden charges now remain stable and do not change unexpectedly.Formula charges not updating after product change
Charges that use formulas now correctly update to the new formula/value when the loan product is changed.Duplicate loan changes affecting original loan
Changes made in a duplicate loan are no longer carried over to the original loan.Toggled-on charges not appearing in Charges table
Charges that are toggled On in the Product configuration will now appear correctly in the Charges table.Incorrect change log after moving loan to Servicing
After moving a loan into Servicing, performing Customize > Save & Exit no longer creates an incorrect change log entry.
Fields – Fixes
Formula fields with SUM and Collateral fields
Formula fields using SUM that reference fields with the same name in Collateral now calculate correctly.Products missing default fields for non-custom fields
Default fields for non-custom fields are now present as expected within Products.Duplicate fields after customization
Duplicated fields no longer appear in a product during product customization after turning on a new field and creating a formula for it.Loan Term data disappears when other fields updated
The Term field on Loans no longer loses its data when other fields are updated.Collateral field resets after product change
Collateral fields no longer reset when changing a product from Product A to Product B.Term field in Lead vs Processing stages
The Term field value now persists when a loan moves from Lead to Processing; it will no longer disappear.Servicing currency format for custom formula fields
In Servicing Parameters, custom formula fields now display the correct currency format.
Documents – Fixes
Drag & drop to collateral slots
Dragging and dropping documents into specific collateral-address slots now works as expected.Save button on new document slot dialogue
When creating a new document slot, clicking Save now properly closes the dialog and prevents multiple unintended document slots from being created.Deleting document slot via ellipsis menu
When a document slot is deleted using the ellipsis menu, it now remains deleted after reloading the screen.Custom document slots deleted on product toggle
Custom document slots will no longer be deleted when document slots are toggled on in the loan’s product settings.
Other Fixes
Multiple transfers causing white screen
Recording multiple transfers in a single instance no longer results in a white screen.Dashboard “Loans Per Month” not showing the latest data
The Loans Per Month widget on the Dashboard now shows the most recent data.Draw modification and remaining balance
When a lender modifies a submitted draw request, the remaining balance is now calculated correctly and will not exceed the total remaining budget.Application received merge fields (loan.city / loan.state)
The loan.city and loan.state merge fields in Application Received emails now work correctly and display the appropriate values.