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Release Notes (April 15, 2026)

Loan Servicing

Features & Enhancements

  • Payment Statement Emails — Background Processing: Sending payment statement emails has been moved to a background job. Users no longer need to wait for the process to complete — the system queues delivery and sends a notification when done.
  • Escrow Voucher Activity Now Logged in Events Journal: All escrow voucher actions — create, edit, and delete — are now recorded in the loan's Events Journal with timestamps, user attribution, and field-level change details, supporting full audit traceability.
  • REO Status Changes Now Logged in App Journal: When a property's Real Estate Owned (REO) status is toggled on or off, a journal entry is now created at the loan level, providing a clear audit trail of REO status changes over time.
  • Trust Account Balance Recalculation Performance Improvement: Trust account balances for ACH batch payments, Select & Print Checks, and Online Payments now recalculate once after the entire batch completes rather than after each individual transaction, significantly improving performance for high-volume payment runs.

Bug Fixes

  • Loan Servicing Grid Search: Fixed an error where searching within Loan Servicing grids (All Loans, Construction, Commercial, etc.) returned an "Unable to open data table / Invalid column name" error instead of filtered results.
  • Database Filter Incorrectly Excluding Loans: Fixed an issue where enabling the database filter caused loans with certain categories (Sold, Sold/Servicing, Principal Ret.) to be excluded from All Loans and search results even when those categories were not part of the filter configuration.
  • Loan Servicing Grid Latency: Resolved slow load times on the Loan Servicing > All Loans grid for certain database configurations with large numbers of user-defined fields.
  • Trust Ledger Balance Column Out of Sync: Fixed the Trust Ledger balance column displaying out of order relative to the transaction sort, causing the running balance to appear incorrect and making reconciliation difficult

Loan Origination

Bug Fixes

  • SmartViews Not Filtering: Fixed SmartViews in Loan Origination not applying configured filters, causing all loans to be returned regardless of filter criteria.
  • Financial Calculator Amortization Rounding: Fixed a rounding discrepancy between the amortization schedule generated from Loan Terms and the Financial Calculator, which caused small dollar-amount differences in payment totals
  • Mortgage Call Report (MCR) — Unsecured Loans: Fixed the MCR to correctly account for loans with no lien position, placing them in the "Not Secured By a Lien" row as expected.
  • MLDS 882 Form Audit: Fixed multiple issues in the California MLDS 882 form: the Lenders bookmark now displays correctly, the loan term field converts months to years properly, multiple funding lenders now appear in the "Other Liens" tables, and an impound checkbox that could not be unchecked after saving has been correcte
  • CAHM Consumer Counseling Notice: Fixed formatting and data mapping issues in the CAHM Consumer Counseling Notice document, including Lender bookmark layout, transaction date mapping, and signature section display
  • GFE Section 1 — Origination Charge Manual Entry: Fixed the GFE Section 1 "Origination Charge" field not saving manually entered values, instead reverting to amounts pulled from Costs and Expenses.

Online Portals

Features & Enhancements

  • Upcoming Payments — Late Charge Transparency: Borrowers can now see a tooltip on the Upcoming Payments screen showing the exact late charge amount and the date after which it will be assessed. This helps borrowers understand what they owe if they pay after the due date, reducing confusion and support inquiries.

Mortgage Pool Servicing

Bug Fixes

  • 1099-DIV — TINs with Leading Zeroes: Fixed an issue where Tax Identification Numbers (TINs) beginning with a leading zero were being trimmed during import, causing incorrect TIN values on 1099-DIV forms. Users can now also manually correct TINs in the form UI.
  • Mortgage Pool Distributions — Database Stalling: Fixed a database lock/stalling issue that occurred when calculating values in Mortgage Pool Distributions, preventing the distribution process from completing.
  • Mortgage Pool Servicing — History Search Error: Fixed an error that occurred when performing a date-range history search in Mortgage Pool Servicing, preventing users from viewing transaction history.

Integrations

Features & Enhancements

  • Filogix — Funding Event Trigger: The Filogix integration now sends the decision API call and adds the loan to the monthly billing report when funding is first added, rather than when the loan application moves to Loan Origination. A confirmation prompt now appears during Add Funding for Filogix loans, displaying the per-loan charge amount before the user commits.

Bug Fixes

  • Miniter Billing Grid Display: Fixed an issue where the Miniter insurance billing grid was not displaying data until the user manually reset grid settings.
  • Miniter Webhook Customer Activation: Fixed an issue where the Miniter webhook was failing to activate customers after integration events.
  • Lockbox Payments Missing from Accounting System Export: Fixed an issue where payments applied through Lockbox were not appearing in the Accounting System Integration (ASI) export, even though they posted correctly to loan accounts. Users had previously needed to delete and re-enter payments manually to get them to appear in the export.

Platform

Features & Enhancements

  • Insurance Modal — Attachment Controls Hidden When Tracking Inactive: Attachment controls in the insurance policy details modal are now hidden when insurance tracking is not active for that policy, preventing users from attempting to attach files to policies that don't support it.
  • Sidebar — Feature Request Button Repositioned: The Feature Request button in the application sidebar has been repositioned to eliminate overlap with the Support Chat icon. The button also now uses a megaphone icon to visually distinguish it from the chat interface.
  • BCC Field Rejects Multiple Email Addresses: Fixed the BCC field in Options > Email Settings > General tab showing a validation error when more than one email address was entered.
  • Secure Upload Link — File Upload Error: Fixed an error that prevented borrowers and external users from uploading files via the Secure Upload link in both Loan Servicing and Loan Origination.

Bug Fixes

  • Phone Extension Entry: Fixed an issue preventing users from entering phone extensions in TMO Pro contact fields, now matching the behavior available in TMO Desktop.
  • Scrollbar Disappearing in Loan Servicing: Fixed an intermittent issue where the horizontal scrollbar would disappear in Loan Servicing for some users across Chrome and Edge browsers.

External APIs

Features & Enhancements

  • New Endpoint — POST Apply Payment to Loan: A new API endpoint is now available to apply a payment to a loan account programmatically. This enables integrations (e.g., automated lockbox processing) to post payments directly via the Servicing API without requiring a manual file upload.
    • POST /LSS.svc/loans/:Account/payment
  • GetARMIndexes — Audit Timestamp Fields and Filters: The GetARMIndexes API now returns SysCreatedDate, SysCreatedBy, and SysTimeStamp in each record. These fields are also available as optional query parameters (createdBefore, createdAfter, sysTimeStampBefore, sysTimeStampAfter) to filter results by creation or last-update time.
  • GetLoanFunding — Audit Timestamp Fields and Filters: The GetLoanFunding API now returns SysCreatedDate, SysCreatedBy, and SysTimeStamp in each record, with matching optional query parameters (createdBefore, createdAfter, sysTimeStampBefore, sysTimeStampAfter) for time-range filtering.
  • GetInsurances — Audit Timestamp Fields and Filters: The GetInsurances API now returns SysCreatedDate, SysCreatedBy, and SysTimeStamp in each record, with matching optional query parameters (createdBefore, createdAfter, sysTimeStampBefore, sysTimeStampAfter) for time-range filtering.
  • New Endpoint — GET SearchProperties: A new general-purpose endpoint to query properties across loans. Supports filtering by loan account numbers, flood zone status, and property RecIDs. Returns all TDS Properties fields plus account number and borrower name from the joined loan record.
    • GET /LSS.svc/SearchProperties?accounts=&floodZone=true&propertyRecIds=
  • New Endpoint — GET SearchInsurances: A new general-purpose endpoint to batch-query insurance records by property RecID or insurance RecID. Returns all insurance fields including PropRecID for joining back to properties.
    • GET /LSS.svc/SearchInsurances?recIds=&propertyRecIds=

Bug Fixes

  • UpdateInsurance API — Changes Not Recorded in Events Journal: Fixed the UpdateInsurance API endpoint not writing an entry to the Events Journal when insurance details were modified via API, leaving no audit trail for API-driven changes.