---
title: Release Notes (April 28, 2026)
description: "April 28, 2026: Discover the latest updates, new features, and key improvements across TMO Pro. Stay informed with detailed release notes designed to keep you current on every enhancement and fix."
---

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July 14, 2026

# Release Notes (April 28, 2026)

**Release date:** April 28, 2026

---

#### Highlights

- **Real-time borrower message notifications** — get an in-app ping the moment a borrower replies through the Borrower Portal, so you no longer have to manually check for new conversations.
- **Borrower Portal Autopay just got smarter** — borrowers can now see Autopay status and details for each loan, and they'll get a warning if they try a manual payment when Autopay is already scheduled.
- **Full audit trail for Other Payments** — Events Journal now logs every create, edit, and delete on Other Payments.
- **Tax Tracking handles more edge cases** — properties with long legal descriptions, properties with valid legal descriptions but invalid addresses, and loans past maturity are all now supported.
- **Mortgage Call Report updated to NMLS Version 7** — your regulatory submissions are current with the latest format.

---

#### What's New

### Loan Origination

**Bug Fixes**

- The "You have modified this record" popup no longer appears when clicking between pages inside a loan when nothing was actually changed.
- Loan Master Report now prints the real date and time instead of "Sep 8, 2003."
- Tablet View record deletion now works the same way it does in Grid View.
- DTI calculations now produce correct results across loan configurations.
- Reminders now generate and display correctly across all loans.
- The "Note Secured by Deed of Trust" document now populates the Investor/Lender section.
- The CAHM/USPL Broker Controlled Escrow Instructions document now passes its audit validation.
- Borrower Profile — the "Reset" button in Customize Grid now properly restores TIN Type to its default.
- Mortgage Call Report has been updated to NMLS Version 7 for regulatory submissions.

### Loan Servicing

**Features & Enhancements**

- **Real-time borrower message notifications.** You'll get an in-app notification the moment a borrower sends a new message through the Borrower Portal.
- **Other Payments audit entries.** Events Journal now logs creates, edits, and deletes for Other Payments.
- **Refreshed notification styling.** In-app notifications have a new visual style that matches the modern UI.
- **Faster Lender ACH processing.** ACH batches now process in parallel with clearer error reporting — a big help for large batches.
- **Faster trust account balance updates during imports.** Trust account recalculations now run once per batch (rather than repeatedly) for pool and loan imports.

**Bug Fixes**

- Conversation Log "Contains" search now matches text anywhere in a string, not just at the start.
- ARM Payments can no longer be posted while an "Unable to Apply Payment" alert is showing.
- CSV loan category imports now insert or replace categories rather than appending alongside existing ones.
- Editing the Payment Reference Field after posting no longer breaks the link to Principal Change Reporting.
- Escrow Vouchers — the "Unable to Print Checks" error has been resolved.
- Emailing borrowers whose email field contains comma-separated addresses now works correctly.
- The Custom Fields refresh button inside a loan now actually refreshes — no more navigating away and back.
- Late Notices are no longer duplicated when sending.
- Conversation Log — editing an entry no longer overwrites the original Created By name.
- Lender Statement of Account — you can now type dates directly when Custom Period is selected.
- Emailing custom Borrower Payment Statements now works correctly.
- Background email processing now sends emails that contain embedded image bytes.
- ACH NACHA file generation now completes successfully after processing in the ACH modal.

### Mortgage Pool Servicing

**Bug Fixes**

- Trustee Share Balances Report now calculates correctly for partners without a trustee assigned.

### Tax Filing

No changes this release.

### Borrower Portal

**Features & Enhancements**

- **Autopay status and details.** Borrowers can now see active Autopay enrollment status and payment details for each loan.
- **Autopay conflict warning.** If a borrower attempts a manual payment when Autopay is already scheduled for the current period, they'll see a warning before submitting.
- **Theming support, Part I.** The Borrower Portal now supports customer-level theming for background colors and button styles. *Contact your account manager for access.*

**Bug Fixes**

- The "Borrower profile not found" error during password reset has been resolved.
- Financial Calculator's Amortization Schedule print now shows the correct date instead of "January 1, 0001."

### Platform & Integrations

**Features & Enhancements**

- **Coming Soon: Time-zone-aware timestamps.** SysTimeStamp and SysCreatedDate fields now store and display correctly in your time zone. 
    - Learn more: **[Coming Soon: How to Configure Your Time Zone](https://help.themortgageoffice.com/knowledge/how-to-configure-your-time-zone?hsLang=en)**
- **Improved Add Attachments modal.** Select multiple attachments from a list and preview them before confirming.
- **Force-placed insurance on Construction & LOC closing statements.** These charges are now included in Construction and Line of Credit closing statements.
- **More context on the Draw Request review screen.** Reviewers now see the loan number and property info on the Review Draw Request screen — no more bouncing to the loan record for context.
- **Sandbox Mode banner.** A prominent banner now appears when you're working in a sandbox database environment.
- **Tax Tracking — PDF for long legal descriptions.** Tax tracking now generates a PDF for properties with long legal descriptions and posts it to Cotality SFTP, eliminating submission failures.
- **Tax Tracking — Bulk Enroll with valid legal description.** You can now select and bulk-submit properties that have an invalid address but a correct legal description.
- **Tax Tracking — Past-maturity loans supported.** Tax tracking now follows loans that have passed their maturity date.
- **Miniter acknowledgement responses.** The Miniter integration now properly sends acknowledgements for messages that only require one.
- **Updated Secure Check Envelope pricing** in Order Supplies, reflecting current vendor rates.

**Bug Fixes**

- Email settings now show a validation error when required fields are left empty (no more silent saves).
- Previously deactivated insurance policies can now be re-activated without errors.
- The "Connection reset" error when emailing Borrower Payment Statements has been resolved.
- Miniter webhook updates no longer revert a newly received policy to old values when the details screen is open.
- Property views no longer display filtered or inactive loans.
- Tax tracking no longer sends records with blank borrower names or empty addresses to Cotality.
- Options modal — the "Server not found" error has been resolved.

### For API Users

- **New:** `GET GetPropertyNotes` — retrieve property-level notes across loans.
- `GetLoans` now returns `SysCreatedDate` and `SysCreatedBy`, and supports `createdBefore` / `createdAfter` query params.
- `GetLoanHistory` now returns `SysTimeStamp` and `SysCreatedBy`, and supports `sysTimeStampBefore` / `sysTimeStampAfter` query params.
- `UpdateEscrowVoucher` now writes an Events Journal entry when escrow voucher details are modified via API.
- `AddLSAttachment` now works correctly when `TabName` is omitted or empty (uploads default to the All tab).
- `GetCheckRegister` now returns the correct `OtherPayments` value rather than zero.

---

*Plus a number of behind-the-scenes performance and stability improvements.*

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