Here's the full customer-facing release notes, ready to copy into Intercom:
Draw Requests
Draw Requests now has its own dedicated section in the left navigation, making it easier to access without going through Loans
Documents
A confirmation dialog now appears before deleting a document, preventing accidental deletions
The "+" icon to create a new document is now always visible on the loan documents page
Document upload file size limit increased to 15 MB
Mail attachment size limit increased to 25 MB
Products & Loan Customization
A confirmation dialog now appears when navigating away from unsaved changes in a product template or loan customization view — including via browser back button or page reload
Field enabled/disabled states from the product template are now correctly synced into a loan when it's first created
Platform Settings
Admins can now enable or disable platform modules globally from a new Settings page
Automations
Trigger conditions now support any loan field — including text, date, currency, percentage, number, selector, and yes/no fields — with alphabetical sorting and search
New outbound webhook action type, enabling integration with external tools and custom workflows
Various bug fixes and improvements
Notifications
New option in Notification Settings to enable automated recurring reminders to borrowers and guarantors who have not yet uploaded requested documents; interval is configurable and disabled by default
Loans & Pipeline
Loans can now be mass-deleted from the table view
Settled loans now default to sorting by most recent payoff date
Full loan list can now be exported directly from the loan tape
Payments
Users can now select a received date when processing batch payments
Payments can now be recorded on a specific date, with tracking to distinguish manual payments from banking-originated ones
Reports
1098 and 1099 Reports now always display the current year
Borrower Portal
Application tab now has a proper mobile layout
Borrowers are now returned to the item list after saving work on a draw request
Investor Portal
Full redesign of the Investor Portal
Lender / Application
Application tab and downloaded PDF now display borrowers and guarantors in separate segments with a left-to-right field layout, consistent with the Borrower Portal
Various Bug Fixes and Improvements
Products & Loan Customization: Multiple fixes for custom field visibility, drag-and-drop ordering, and state management
Budget / Scope of Work: Fixes for column widths, incorrect budget figures, and editor display issues
Documents & Borrower Portal: Fixes for task completion after document uploads, download link validation, and column widths
Payments: Fixes for payment ordering, search results, and race conditions in payment processing
Loan tape export: Archived loans no longer incorrectly included; timeout issues resolved
Amortized loans: Fixed incorrect interest assignment in certain cases
Documents & Signatures: Multiple fixes for signature flow, duplicate docs, and borrower document visibility
Various stability improvements and minor usability enhancements across the platform