Borrower Portal 2.0 (Desktop & Mobile)
We’ve launched a fully redesigned Borrower Portal with a cleaner interface, improved navigation, and expanded functionality for borrowers.
What’s New
New Dashboard & Navigation
Updated layout and navigation structure
Improved header for clearer access to actions
More intuitive overview of loans in Origination and Servicing
Improved Application Experience
Streamlined application flow
Clearer progress indicators
Improved borrower and guarantor selection and mapping
Better validation for required fields
Updated downloadable application PDF format
This redesign improves accuracy and reduces borrower confusion during submission.
Enhanced Documents Section
Cleaner document listing and organization
Improved file preview experience
Support for additional file types (including HEIC)
Improved handling of large document names
Performance improvements for loans with many document requests
Budget (Scope of Work) Improvements
Available in both Origination and Servicing:
Improved table layout (desktop & mobile)
Full open list display for better recognition.
Better status visibility
Support for multiple property addresses
More reliable submit / resubmit experience
Improved mobile interaction (bottom sheets, loading states)
Payments (Borrower View)
Improved payment breakdown display
Improved UI behavior around payment actions
Draws
Full Draw experience redesign
Mobile-friendly request flows
Improved balance display logic
Cleaner activity tracking
File preview improvements within draws
Support for additional file formats (PDF, HEIC, PNG, TXT, CSV, MOV)
More accurate rounding and labeling behavior
Loan Application Builder Improvements (Lender Side)
Auto-Save & Draft Publishing (New)
Applications now auto-save
Ability to save as Draft and publish when ready
Reduces risk of data loss
Sticky Header (New)
Application Builder header now remains visible while scrolling
Improves usability on long forms
Borrower payment amounts are properly locked where required
Payment Editing Enhancements (New Capability)
We’ve introduced improved tools for editing payments inside a loan with:
Clearer tooltips and confirmation messaging
Stronger validation when adjusting payment allocations
These updates increase financial accuracy while preserving flexibility for servicing teams.
Inbox & Email Improvements
More reliable email sending
Better handling of spam complaints
Improved file attachment handling (PDF / Word support)
Stronger permission enforcement when accessing loans via email links
Encoding improvements for consistent email formatting
Other Improvements
Prevent users from changing products on loans already in servicing
Added Mobile Home as a property type platform-wide
Added “Attorney” as a role under Closing Agent in Origination
Tool-tip added for Number of Grace Days in Loan Settings
Improved handling of long document names
Enhanced file upload validation (type & size checks)
Improved document instruction editing on loans
Security improvements around encryption and upload validation
Improved reporting reliability (Insurance reports, statements, maturity dates)
Multiple integration reliability improvements (Payments, Flood, Credit, Webhooks)
Borrower loop merge tags now support additional borrower fields, including addresses.
Address merge tag added to Document Request notifications.
Improved support for referencing banking details in documents.
Guarantor field mapping improvements to ensure merge tags populate correctly.
API improvements to better support person-level metadata (including Created Date).
API Improvements
This release also includes numerous fixes that improve:
Import handling for maturity dates
API consistency when handling zero values