Aug 05, 2024 - Release Notes

Introduced task management functionality, allowing users to create, assign, and track tasks across loans. Tasks can now be associated with loans or be standalone, providing flexibility in managing team to-dos.

Global task templates are now available to automate task creation based on loan pipeline stages or specific loan conditions.
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Enhanced loan modification capabilities for loans in servicing, providing a dedicated interface to update loan terms (e.g., interest rate, principal) while tracking modification history through a detailed timeline.

New automation module that triggers tasks based on loan events. For example, when a loan reaches a specific pipeline stage or when certain loan conditions are met, automated task lists or actions can be triggered.

A redesigned contextual menu on the interface allows for faster navigation between key areas, such as account settings, company settings, and loan management tools.

A new general actions button within loan profiles provides quick access to frequently used loan actions, such as document upload, loan modifications, or generating reports.

Introduced advanced filtering options within fund transactions, allowing users to quickly sort loans based on specific criteria such as loan status, assigned team members, or fund allocation.
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The payments section has been redesigned for clarity, improving tracking of Due and Processed borrower payments.

Added filtering capabilities to the payouts section, making it easier to manage and sort through payout transactions by date, recipient, or amount.

A new mail log feature has been added to track communication sent from the platform, including loan status updates, payment notifications, and task assignments. This log ensures clear oversight of all outgoing correspondence.