Release Notes (April 28, 2026)

Release date: April 28, 2026

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.

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.

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.

Bug Fixes

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

No changes this release.

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."

Features & Enhancements

Time-zone-aware timestamps. SysTimeStamp and SysCreatedDate fields now store and display correctly in your time zone.
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.

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.