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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.