Release Notes

September 30, 2025

• Events Journal – ACH Field Display: Updated ACH change logs across borrowers, lenders, vendors, partners, and holders to show readable dropdown values (e.g., Checking, Savings, Null) instead of raw codes (e.g., 0, 1, 2).
• Consumer Credit Reporting: Added enhanced validations and safeguards to minimize errors.

• The new Lender Portal is now the default experience for all clients. As of September 30, any lender attempting to access the legacy Lenders View Central portal is automatically redirected to the new portal interface.
• This completes the phased rollout and ensures a more modern, mobile-friendly experience for all lenders.

• Documents/Attachments Filter - Improved clarity of the Statements | Tax | Other document filters with updated visuals for active/inactive states, including new colors and icons.
• Investment Offerings - Now support Australian States and Territories, allowing region-specific entries to be saved, edited, and displayed in the Lender Portal without error.

• Lender Portfolio Grid - Addressed issues where column drag-and-drop in the Customize Grid panel was unresponsive, and Export to Excel did not reflect the custom column order applied from the Portfolio screen.
• Lender Statement of Account Check Print Date Display (Australia-only) - Corrected a date display issue where selected check print dates appeared one day early due to a timezone conversion error. Dates now reflect the intended selection accurately.
• Events Journal: Fixed a timestamp field issue that could cause system instability.
• Borrower Portals (Display): Fixed an issue where some data fields did not populate correctly.
• Borrower Portals (Make a Payment): Resolved an issue preventing EFT/Debit tabs from loading.

• Enhanced Borrower Profile to allow users to search by Entity Members in the All Borrowers grid
• Loan categories are now available in Pulse dashboards enabling users to run analytics and apply filters based on category

• Corrected a typo in the Mortgage Call Report
• Fixed various issues in the Loan Estimate form for USPL and CAHM
• Improved a session related issue where the loan number in the Export to Servicing wizard wasn't updating if changed right before export
• Added better error handling in the Trust Ledger if a Loan Origination Trust Account is set to 'None'

September 16, 2025

• Borrower/Loan Funding Tab - Percent Owned Precision: Increased display precision in the PCT OWNED column to 6 decimal points for improved accuracy.
• The Company Name field in ACH file settings is now optional to support financial institutions that require this field to be left blank.
• A new status filter is now available on the Text Messages screen, with options for All, Queued, Accepted, Delivered, and Failed. When accessed from the main menu, Text Messages screen will default to show queued messages only.
• Insurance Tracking views under the Properties menu in Loan Servicing have been updated to display only active insurance policies.

• Improved Loan Retention in Portfolio & History Grids - Updated loan visibility logic to retain active loans with $0 balances (e.g., billable loan types like Lines of Credit) and recently paid-off loans with lender transaction activity in the past 12 months. Also added a “Show $0 Balance Loans” toggle, giving lenders control over whether these loans are displayed in the grid view.
• Header Update - The portal header now displays the Account Holder’s Name (Lender Name) instead of the Servicer Name, matching legacy behavior and improving clarity for users managing multiple lender accounts.
• Delinquency Visibility in Portfolio Grid - Loans now display in red text when delinquent, restoring visual indicators previously available in the legacy portal to improve at-a-glance status awareness.

• Added 'Loan Purpose' to the Borrower Overview and loan creation wizard. This field will be connected to the Loan Purpose picklist in Loan Servicing for consistency
• Optimized grid performance for All Loans and Loan Applications

• Added a fix to support videos being uploaded in the borrower portal
• Updated the Lightning Docs integration to ensure properties are being sent in the same order as they are listed in TMO
• Fixed various formatting issues in the LE (Purchase) and CD (Purchase) forms
• Adjusted the amortization schedule so that columns do not overlap when selecting 'Other' for amortization type
• Made several corrections to the Business Purpose Loan App document
• Corrected the Export to Servicing wizard to allow customers with multiple databases to see and select Loan Servicing templates from each of their databases
• Updated the Create Loan API to allow Borrower Demographics to properly be added to the loan file

September 2, 2025

• Print/Preview on Commercial and Construction statements now generates borrowers properly, including when the override delivery status option is applied.
• Fixed an issue that could prevent payment distribution from updating correctly when fields were edited in a certain order.
• Improved workflow with new validations, including safeguards when changing the RESPA toggle when incompatible fields are in use.

• We've reworked our document request list in borrower portals so that borrowers will always see the pre-built list of documents being requested. Previously, if a borrower had been invited to the borrower portals from the loan - versus signing up after submitting a loan app - the document request list was not showing up.
• We've expanded the amount of data being sent to Lightning Docs in our integration to include Title / Escrow information as well as APN number.

• Updated the LenderSignatures bookmark to include signature lines for all Lenders in the Funding table
• Fixed a couple formatting issues on MLDS 883 Rev 10/10
• Corrected an issue that was preventing the Loan Export Assistant from showing the right Loan Number, if the Loan Number was changed after loan closing
• Addressed several formatting issues in the Cal 32 document and Cal 32 custom form
• Fixed a bug in the Borrower Application form caused by creating two borrowers with the exact same

• Escrow Voucher screen now includes an optional Invoice Received Date field, allowing users to enter and save the date an invoice was received. This field has also been added to the Escrow Vouchers grid in Loan Terms, where it is shown and sortable by default for all users.
• Unpaid Escrow Voucher Report now features a filter for “Invoice Received Date On or Before”, pre-filled with the current date to help identify unpaid vouchers more easily. Vouchers without a received date will still appear in results.
• In Tasks & Reports, the Select Vouchers for Payment & Print Checks screen now includes an “Invoice Received” column, sortable and customizable in the grid layout, and shown by default.
• For loans enrolled in automated insurance tracking, the Invoice Received Date will be automatically updated once escrow invoice is received from insurance tracking service. This ensures customers process the most current and accurate invoices tied to insurance policies.

• Loan Purpose has moved to the Options tab under “Loan, Amortization & Rate Type.”
• It’s now included in the New Loan modal alongside Loan Type, making setup more streamlined.
• We’ve also updated the default picklist values for Loan Purpose, but only for clients who haven’t customized theirs.

• Added an option to display Late Charges as a separate column in the Itemization of Deposit section and Statement Summary box. Enabling this also switches the report to landscape layout with a condensed format for better spacing.
• Introduced a setting to replace Borrower Name with the Primary Property Address in the Itemization of Deposit table, giving users more control over how lender-facing data is presented.

• As of Today (Statement Date) - calculates IRR from the start of the calendar year through the current date when the report is run.
• Through MM/DD/YYYY (Statement End Date) - calculates IRR from the start of the calendar year through the full statement end date, ideal for finalized historical reporting.

• Added a new “Display Late Charges Separately” checkbox in PRO > Online Portals > Options, allowing lenders to view Late Charges as a standalone column in the Account History grid of the new Lender Portal.
• When enabled and published, Late Charges will be displayed in a separate column and removed from the 
  Other
   column's total, improving transparency for lender-facing reporting.

• Borrower Late Notice: Resolved an issue where the <Letter_Date> merge field was not displaying the correct value. It now accurately reflects the intended letter date.

• Corrected multiple mapping issues with LPDS 851D document
• Fixed a bug that caused misalignment with the BorrowerSignatures bookmark when more than 1 entity member is designated as a signer
• Addressed an issue when running a Commissions Report where the 'Preview' button did not activate after clicking 'Select All' Loan Officers
• Update the Commissions Report to accurately display the Lender Name
• Improved performance on the RE 881 Report generation to prevent timeout issues
• Made small mapping corrections to the Loan Estimate document
• Corrected a calculation error on the Closing Disclosure (Purchase)

• Insurance effective date added to insurance endpoints.
• Mortgage Pools: Introducing a set of endpoints allowing access to Capital Invested mortgage pools.

Loan Servicing:

Loan Origination