---
title: Release Notes (May 12, 2026)
description: "May 12, 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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May 13, 2026

# Release Notes (May 12, 2026)

#### 📌 Heads-up

> **AFX Reports integration** is now available on the Settings → Integrations screen, but it's behind a feature flag. If you want it turned on for your account, reach out to your TMO contact.

> **Lender ACH transmissions** now run in parallel with per-lender error handling. Batch runs are faster, and if one lender fails it no longer halts the rest — the resulting NACHA file will only contain successfully processed lenders, and the exception report will pinpoint exactly which lender failed.

#### ✨ Highlights

- **Borrower Portal Autopay visibility** — Borrowers can now see their Autopay (ACH) status, frequency, next debit date, next amount, and partially obfuscated bank details across Upcoming Payments, Your Loans, Loan Details, and Make a Payment.
- **Duplicate-payment guardrail** — Borrowers get a soft warning when they try to make a manual payment while an Autopay debit is already scheduled for the same billing period.
- **In-app Draw Request notifications** — Servicing teams get real-time alerts when Draw Requests are submitted, no more polling the queue.
- **Faster, smarter Lender ACH** — Parallelized processing with per-lender error isolation and clearer exception reports.
- **NACHA file generation fixed** — Creating a NACHA file via the Transmit ACH workflow no longer errors out mid-process.

#### What's New

### Loan Origination

**Features & Enhancements**

- **Apply4 application no longer demands a second address/employment unnecessarily** — If a borrower has more than 2 years at their current address and employer, the Apply4 borrower application no longer forces them to enter a second address or second employer.

**Bug Fixes**

- **Download Documents tab works again** — The Download Documents tab on Loan Attachments is responsive again so you can pull attached documents.
- **Document Maintenance prints the right number of copies** — Print copy counts in Document Maintenance now honor what you specify.
- **Mortgage Call Reports "Last Exported" filter** — The filter now correctly narrows the list by most recent export date.
- **Loans by Status custom views stay in sync with All Loans** — Custom-view columns on Loans by Status now reflect the same records you see in All Loans, fixing mismatches between statuses like Processing & Underwriting vs. Processing.
- **Loan Terms prepaid interest rounding** — Prepaid interest amounts on the Loan Terms page round correctly.
- **Property Information add no longer hangs** — Adding a property on Forms Management → Property Information completes instead of spinning indefinitely.

### Loan Servicing

**Features & Enhancements**

- **In-app notifications for Draw Requests** — Real-time alerts when Draw Requests are submitted, so servicing teams can react without polling the queue.
- **Lender ACH parallel processing & per-lender error handling** — See Heads-up above.
- **Billing statement accuracy on batched runs** — Eliminated cross-pollination between accounts on batched billing statements that previously produced incorrect borrower names, UPB, and original loan amounts.
- **Audit trail for voided trust transactions** — The Events Journal now records timestamped audit entries when a transaction is voided in a trust account.
- **Audit trail for reprinted vendor and lender checks** — The Events Journal now logs reprint history with the original check date.
- **Bank United Positive Pay format** — Trust Accounting now supports a Bank United (CSV) Positive Pay export with account number, check reference, dollar amount, MMDDYYYY issue date, an "I" indicator, and payee name.

**Bug Fixes**

- **NACHA file creation no longer errors out** — Fixed the DataReader conflict on the APP Options table that caused the Transmit ACH workflow to fail after ~45 seconds.
- **Positive Pay export pulls company name dynamically** — The Positive Pay export no longer hard-codes "World Mortgage Company" — it pulls from your company settings.
- **Funding History grid auto-refreshes** — The grid refreshes itself after deletes and other actions instead of showing stale rows until reload.
- **Unsaved-changes warning when changing Originating Vendor** — Changing the Originating Vendor on a loan and navigating away now triggers the standard unsaved-changes prompt.
- **Select & Print Checks accepts valid check numbers with voids in batch** — Voided checks (negative amounts) in a batch no longer cause valid check numbers to be rejected at verification.
- **Online Portals PIN reset — correct last-4 TIN extraction** — The PIN reset workflow now pulls the correct last 4 digits of the borrower's TIN.
- **Payment Register "Select Loans by Account" actually filters** — The option now produces a report covering only the selected accounts.
- **Custom field column reorder in Lender/Vendor/Partner grids** — You can reorder custom-field columns in the Lender, Vendor, and Partner grids across Loan Servicing.
- **Lender Portfolio Changes In Principal — Excel export matches the report** — The Excel export now matches the desktop figures.
- **Check Register Excel export uses the right currency** — US database exports of the Check Register no longer display amounts in British Pounds.
- **All Loans Excel export — no more phantom columns** — Exporting All Loans to Excel no longer produces two extra unnamed columns.
- **Bulk email with attachments to grouped recipient lists** — Sending an email with attachments to grouped recipient lists (like All Funding Lenders) no longer fails mid-process when the same attachment is reused across the group.
- **HUD Delinquency Notice — error report generates on failure** — Emailing a batch of HUD Delinquency Notices now produces the expected error report when some recipients fail.

### Mortgage Pool Servicing

**Bug Fixes**

- **Certificates revert correctly after redemption deletion** — In Partners Account, deleting a previously posted redemption now returns *all* attached certificates to their pre-redemption status (not just one).

### Borrower Portal

**Features & Enhancements**

- **Autopay status and details visible on loans** — See Highlights above.
- **Duplicate-payment warning when Autopay is scheduled** — See Highlights above.
- **Theming foundation, Part I** — Background and button colors can now be themed from a single source — the first step toward per-customer color customization in the Borrower Portal.

### Platform & Integrations

**Features & Enhancements**

- **AFX Reports — Settings page (feature-flagged)** — Admins can now turn on AFX Reports ordering inside TMO from Settings → Integrations → AFX Reports.
- **Miniter Insurance Tracking — monthly fees summarized on billing** — The Miniter Insurance Tracking billing screen now summarizes monthly tracking fees by billed date instead of listing every per-loan record.
- **Order Checks — refreshed quantity pricing (US & Canada)** — Current tier pricing for 500 / 1000 / 2000 / 3000 / 4000 / 5000 / 10000 displays for both US and Canada, with Estimated Costs updating live.
- **Order Checks — Extras pricing, Complex Logo option, real-time cost updates** — Inline pricing hints on each Extra (Logo +$30, Complex Logo +$85, Multicolor Print base x2, Proof +$15), a new Complex Logo checkbox, and live Estimated Costs.
- **Order Checks — Rush order pricing refresh** — Rush Speed pricing (1 day $135, 2 day $105, 3 day $85, 4 day $30) is current across US and Canada.

**Bug Fixes**

- **Accounting System Integration — Lender Fees allocated on ASI Export** — Lender Fees entered on a Regular Payment in TMO now flow through to ASI Export the same way TLO Web allocates them.
- **Conversation Log — no stale highlight after add/delete** — Fixed the intermittent issue where an extra row stayed yellow-highlighted after an add or delete.
- **Financial Calculator — "Number of Days" prints the current value** — The Calculate Days print output now reflects the latest calculation result.
- **Options modal opens cleanly** — Fixed the long-loading-spinner-then-error on opening the Options modal and the Properties → Tax Tracking → Bulk Enroll Properties screen.

### For API Users

**Features & Enhancements**

- **`GetLoan` returns audit fields** — `SysCreatedDate` and `SysCreatedBy` are now returned alongside `SysTimeStamp`.
- **`GetLoansByTimestamp` returns audit fields** — `SysCreatedDate` and `SysCreatedBy` are returned per loan record.
- **`GetLenders` & `GetVendors` — audit fields and new date-range query parameters** — Both endpoints return `SysCreatedDate`/`SysCreatedBy` and accept `createdBefore`, `createdAfter`, `sysTimeStampBefore`, `sysTimeStampAfter`.
- **`GetLender` returns audit fields** — `SysCreatedDate` and `SysCreatedBy` alongside `SysTimeStamp`.
- **`GetLendersByTimestamp` & `GetVendorsByTimestamp` — audit fields** — Audit coverage completed on lender/vendor bulk pulls.
- **`GetLoanBillingHistory` — audit fields and date-range query parameters** — Returns `SysTimeStamp`, `SysCreatedDate`, `SysCreatedBy` and accepts the same four date-range parameters.
- **`GetConditionTracking` — new endpoint** — Retrieves condition tracking records filterable by loan number, status, phase, expected-date range, and timestamp range; status, condition phase, condition group, and date-cleared are now exposed on the CTracking response.
- **`NewConversation` — `ConversationTypeID` support** — Optional `ConversationTypeID` field lets integrators specify the communication medium (Phone, Email, SMS, In-person Meeting) when creating a Conversation Log entry.
- **`UpdateConversation` — `ConversationTypeID` support** — Optional `ConversationTypeID` field on update so integrators can change the communication medium on an existing entry.
- **`GetLoanConversations` — conversation type in response** — Now returns `ConversationTypeID` and `ConversationTypeName` per entry.

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