Borrowers Section
Enhancements:
Pre-filters on Borrower List:
Introduced three new pre-filters:
All Borrowers (Companies and Individuals)
Individuals only
Companies only
Added an “Associated With” column to display related team members or companies.
Now displaying the account owner for quick member addition to borrowers.
Last Activity is now shown, providing context on borrower portal activity.
Investors
Enhancements:
Investor Table Improvements:
Added details about investors, including their associations, investment amounts, and cash balances (if trust accounting is enabled).
Similar to borrowers, the account owner and last activity date are now shown for investors.
Vendors
Major Update:
Revamped Vendor Page:
Vendors can now be classified as either Companies or Individuals.
Added the ability for vendors to hold transactions and cash balances.
Vendors can now be associated with team members, providing more control over vendor-related information.
Vendor Detail Pages
Details and Transactions:
Enhanced Vendor Classification:
Vendors have been converted into Companies and Persons for better categorization and management.
Payouts:
Payouts now include vendors, allowing for better financial management across different stakeholders.
Investor Portal
New Features:
Improved Offering and Investment Details:
Hyperlinks have been added to the portfolio table, enabling direct access to detailed investment pages.
Investment detail pages now include comprehensive information about each offering, including summaries, collateral, risk, and documents.
