Main Releases
Pipeline
New look-and-feel including a summary of the opportunities in each state
Export functionality
Customized Notifications
You can now customize your notification copies to match your brand guidelines. To edit a notification, navigate to Settings, click on Notifications, choose the one to edit, and click on the three dots.
Other Changes
Loan Tape Report:
A new downloadable report containing all your active loans and their complete details is available. Simply navigate to the reports section and click on "Loan Tape" to download an Excel file.
Currency fields in a Loan Application
Applications now support setting minimum and maximum values. To access, navigate to Settings, Loan Applications, and locate any currency field, then set the min and max values.
Funds:
Export all transactions so you can easily calculate your distribution
Improvements to the Borrower and Investor Portals
Borrowers and investors can set their own Tax ID