May 20, 2026 - Release Notes

The left navigation has been redesigned with new top-level groupings — Origination, Servicing, and Capital — with Pipeline stages (Leads, Processing, Underwriting, Approved, Closed) now accessible as expandable sub-items. The sidebar is now also fully responsive on mobile.

Property Data Enrichment Collateral cards can now be auto-filled with public records and county data. Enrichment runs automatically when a loan or application is created, and can be triggered manually via the ellipsis (⋯) menu on existing loans. Autofilled fields display a purple Autofilled badge, and a Public Records tab shows the full raw data returned. When public records conflict with borrower-entered data, a conflict resolution modal lets you review and selectively apply changes — all fields are unchecked by default. All enrichment events are logged to the change log.

Multi-factor authentication (MFA) is planned to be enforced for all email/password users. When enabled, on first login, you'll be prompted to add a phone number and verify with a one-time SMS code. Email OTP is available as a fallback. SSO users are unaffected. Phone number can be updated under My Account.

Xactus is now available as a credit report and flood determination vendor. Connect your Xactus account in Company Settings > Workspace to pull reports through the existing credit and flood flows.

Cotality (formerly CoreLogic) and FCI can now be connected directly in Company Settings > Workspace, without needing to contact support.

Borrowers can now upload documents directly within a loan application. Lenders control which document slots appear, and uploads carry through to the loan on conversion.

Guarantor requirement rules are now configurable per application — when a guarantor is required and which types are accepted.

Three new configurable tabs — Compliance, Post Closing, and Supporting Information — can be enabled on loan records via Settings > Workspace. Each tab supports custom sections and fields, and data is preserved if a tab is disabled and re-enabled.

Products can now be archived to remove them from active use without deleting them.

Banking detail fields can now be locked at the product level.

A new per diem rounding option allows interest to be rounded daily before summing — for servicers whose calculations work that way.

A new permission controls who can view SSN and EIN fields. Users without it see masked values across the UI and API.

Draw request access now follows role-based permissions, consistent with other modules.

Borrowers can now be notified automatically before their loan matures. The lead time is configurable per notification.

Document request notifications now support automated follow-up reminders at a configurable interval until documents are uploaded.

Loans in Servicing now has a dedicated Loan Status filter.

A new Sub-Status Duration & Frequency report shows how long loans spent in each sub-status and how many times they transitioned through it.

Custom reports now support an Investor Report type, giving access to investor-level fields including invested amount, current balance, YTD income, and pending payouts.

The "+" button for document generation is now always visible under each document group — no hover required — and generates into the section where it was clicked.

The Request action is now disabled on investor agreement document slots.

Loans synced with FCI now show a visible indicator in the loan list, with a matching filter.

Loan Application: Application tab and PDF now segment borrowers and guarantors with a left-to-right field layout; individual borrower fields now correctly map when requesting an app from an individual

Payments: Payment amounts now round correctly to the nearest cent; ACH "Invalid Address" error resolved; payments on the same date now sort sequentially; NACHA queue "previous due payment" blocking error resolved

Products & Loan Customization: Locked fields can no longer be overridden via Loan Modification; disabled loan fields no longer returned by the API; product long name display fixed

FCI: Up/down arrow direction corrected; payment details panel now opens by default; daily sync timezone issue resolved; bulk payment edit timeout resolved

Documents: HEIC-to-PDF conversion now produces smaller files; Overview tab no longer incorrectly shows Upload and Sign Documents as active

Loans & Pipeline: Spread field now shows a dash before funding is released; change log now records payment edits; pipeline loading hang resolved; investor rate edits on pipeline loans now save correctly; draw requests now clickable on liquidated loans; change log values no longer truncated

Reports: Custom fields occasionally not showing in the reports now appear in custom reports; loan tape export timeout resolved

Navigation: Breadcrumbs now consistently include the Loans link on loan pages; sidebar collapsed state and scroll behavior fixed

Security: Verification code modals now include a close button; MFA SMS now uses the correct company name in the message body

API: Loan listing endpoint no longer returns spread percentage and payoff date on every record

Various stability improvements across the platform