Borrower Portal
Redacted Tax ID in the Application and Account Details section
Application tab mobile view
“*” to indicate required fields in an application
Various bug fixes and improvements
Custom Widgets and Sections
Dedicated Settlement Statement page in a loan
Settlement Statement document generation feature
Various bug fixes and improvements
Payments and Related
FCI: Feature for Bulk Recording and Skipping of Payments
FCI: Permissions enforcement for Individual users (payments are restricted to only their concerned payments/loans)
FCI: Various bug fixes and improvements
Feature to edit the received date on regular payments
Various Payments Related bug fixes and improvements
Contacts
Broker added as a Role to Contact Profile
Credit score pull discards vantage models if more than 2 models are enabled with Cotality
Various other Bug Fixes and Improvements
Borrowers now see the newly created loan record immediately after submitting
Investor agreement placeholders no longer appear in the borrower portal
Updated wording to align with industry-standard terminology across the platform
Charge table values now refresh immediately after saving
Charges merge fields no longer include empty charges in generated documents in cases where this previously occurred
The Payable field no longer auto-copies into an existing charge with the same name
Charges calculated by Sizer can now be edited on the loan in cases where this was previously restricted
Document slot descriptions and instructions can now be edited again where they were unintentionally locked in the UI
Document slots can now be edited within a Product as expected
Outgoing emails now display the sender’s actual name for Gmail and Outlook recipients
Notification bell indicator is now properly aligned
Added “Lava Flow” as an insurance option under Collateral > Insurance
Added a safeguard to prevent rolling back to Pipeline once a loan has payments or loan modifications
Calculated fields no longer change rounding unexpectedly on hover
Very long text in the loan application no longer gets truncated
Double-border on hover over the loan image upload area has been removed
Quote previews now load faster in production
Exported records now correctly respect applied filters
A previously allowed edge case permitting duplicate email addresses has been eliminated; duplicates are now prevented across borrowers and team members
Also Included
Additional stability improvements and minor usability enhancements across the platform