--- title: Release Notes (May 26, 2026) description: "May 26, 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." --- [Skip to content](https://help.themortgageoffice.com/knowledge/release-notes-05-26-2026#main-content) [![TMO-LO~1](https://help.themortgageoffice.com/hs-fs/hubfs/TMO-LO~1.png?width=200&height=65&name=TMO-LO~1.png)](https://www.themortgageoffice.com/) - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) Open main navigation Close main navigation - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) - [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new) [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.themortgageoffice.com/knowledge?hsLang=en) 2. [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes?hsLang=en) June 1, 2026 # Release Notes (May 26, 2026) #### ✨ Highlights - **Tax Documents Now in Portals** — Borrower and Lender portals now display received tax documents, matching the functionality of the legacy portals. - **Lockbox Processing Goes Background** — Lockbox payment processing now runs asynchronously, eliminating timeouts for large payment files. - **Amortization Schedule Includes Escrow Amounts** — The amortization schedule now breaks out escrow payment amounts so borrowers can see their true total monthly payment. #### What's New ### Loan Origination **Features & Enhancements** - **Amortization Schedule — Escrow Payment Amounts** — The amortization schedule now displays escrow payment amounts as part of the monthly payment breakdown, showing the borrower's full monthly payment obligation. **Bug Fixes** - **Loan Estimate Calculation and Checkbox Errors** — Fixed an issue where subtotals in the LE Purchase form were incorrect, causing discrepancies between subtotals, totals, and the generated document. - **CD (Purchase) Document Calculation, Rounding, and Terms Errors** — Fixed calculation, rounding, and terms errors in the CD (Purchase) document that caused discrepancies between loan fees entered and amounts shown on the closing disclosure. ### Loan Servicing **Features & Enhancements** - **Automated Payments — Separate Trust Accounting Consolidation for Online Payments** — The "Consolidate Payments in Trust Accounting" setting for online payments is now separate, with a secondary grouping option for more precise batching control. - **Payment Statement Layout Updates** — Updated payment statement layout with improved formatting per current specifications. - **Lockbox — Background Processing** — Lockbox payment processing now runs in the background, eliminating timeout issues for large payment files. - **Trust Accounting — Bank United Positive Pay File Format** — Added the Bank United Positive Pay file format to Trust Accounting. **Bug Fixes** - **Lockbox — Initial CSV Upload Performance** — Fixed an issue where an initial CSV Lockbox upload was taking approximately 30 minutes for files with 5,000–6,000 records. - **Discrepancy in Unpaid Charges Between Overview and Terms Tabs** — Fixed an issue where unpaid charge totals differed between the Overview and Terms tabs for certain loan accounts. - **Insurance Tab — Edit Modal Fields Not Greyed Out by Default** — Fixed an issue where fields in the Edit Insurance modal were not consistently disabled when first opening an insurance record. - **Notification Center Layout Not Optimized for Zoom/Resolution Changes** — Fixed an issue where the notification center layout didn't stay aligned or visually consistent when browser zoom level, screen resolution, or window size changed. - **Notification Cards Showing Legacy Icons** — Fixed an issue where all notification cards were displaying legacy icons instead of the updated modern icons. - **Notifications — Full Dates Shown Instead of "Today/Yesterday"** — Fixed an issue where same-day and previous-day notifications displayed full calendar dates instead of the relative "Today" and "Yesterday" format. - **Emails with Attachments Failing on Grouped Email Lists** — Fixed an issue where emails with attachments sent to grouped email lists (e.g., All Funding Lenders) were returning errors. - **Print Checks — Incorrect Date Format** — Fixed an issue where check dates on the Select & Print Checks screen were not displaying in the expected regional date format. - **Incorrect Date Format in Certain Screens and Reports** — Fixed an issue where the system was not consistently respecting the regional date format in certain areas. - **Loan Custom Fields Not Displaying in Loans Grid** — Fixed an issue where certain custom loan fields were not appearing in the Loan Grid or populating correctly when exporting to Excel. - **Borrower — Multiple Countries Cannot Be Selected in Country Field** — Fixed an issue where users were unable to set the Country field to certain countries in the Borrower section of a loan. - **ACH — Failed Transmission Caused Duplicate Trust Account Entries** — Fixed an issue where a failed ACH transmission resulted in two ACH files being created, causing duplicate trust account entries. ### Mortgage Pool Servicing **Features & Enhancements** - **Underline Support for Mailing Labels** — Underline formatting now works correctly when printing mailing labels. *(Also affects Loan Servicing)* **Bug Fixes — Shares Owned** - **Attachment Tabs Not Updating After Upload** — Fixed an issue where the attachment tab list in Shares Owned \> Partners did not refresh after adding an attachment via the upload menu. - **Certificates Not Changing Status After Redemption Deleted** — Fixed an issue where certificates were not correctly changing status after a redemption was deleted from transaction history. **Bug Fixes — CMO** - **Write Holder Letters — Date Format on Account Selection Fields** — Fixed an issue where the "From" and "To" account fields in Write Holder Letters used date formatting, causing an error when account values were entered. ### Borrower Portal **Features & Enhancements** - **Tax Documents Now Visible** — Borrower and Lender portals now display received tax documents, matching the functionality available in the legacy portals. ### Platform & Integrations **Features & Enhancements** - **Order Supplies — Updated Pricing** — The Order Checks page now reflects current pricing for standard checks, add-ons (Logo, Multicolor Print, Proof), and Rush Orders. - **Conversation Log — Export Full Content to Excel** — When exporting the Conversation Log to Excel, you can now include the full Conversation Content text. - **Events Journal — Audit Log for Tax Tracking Changes** — The Events Journal now records an entry whenever tax tracking is activated or deactivated for a property. **Bug Fixes** - **Incorrect Audit Message When New Escrow Voucher Is Created** — Fixed an issue where creating a new escrow voucher via a Miniter push logged "Escrow Voucher updated" instead of a creation message. - **Debt-to-Income Ratio — Display and Formatting Issues** — Fixed an issue where the DTI field was missing the percentage symbol, lacked proper formatting, and showed 8 decimal places. - **Tax Tracking — Duplicate Loan Numbers During Integration** — Fixed an issue where disabling and re-enabling tax tracking before an order number was received from the integration could cause duplicate loan numbers. - **User Management Improvements** — Fixed user management issues that could occur following migration from TMO Desktop to TMO Pro. - **Email Integration — Token Refresh Without Restart** — Fixed an issue where an expired Office 365 email integration token required a full application restart to recover. *Plus a number of behind-the-scenes performance and stability improvements.* ### For API Users **Features & Enhancements** - **`GetLoan` & `GetLoansByTimestamp` — New Audit Fields** — These endpoints now return `SysCreatedDate` and `SysCreatedBy` to support delta sync and audit tracking for integration clients. - **`GetLenders`, `GetVendors`, `GetLender`, `GetLendersByTimestamp` & `GetVendorsByTimestamp` — New Audit Fields** — These endpoints now return `SysCreatedDate` and `SysCreatedBy`, and accept them as optional query parameters. - **`GetLoanBillingHistory` — New Audit Fields** — Returns and accepts `SysTimeStamp`, `SysCreatedDate`, and `SysCreatedBy`. - **`GetConditionTracking` — New Endpoint** — Returns condition tracking records by loan with optional filtering by status, phase, or date range. - **`NewConversation` & `UpdateConversation` — `ConversationTypeID` Support** — Both endpoints now accept `ConversationTypeID` to specify or update the communication medium on Conversation Log entries. - **`GetLoanConversations` — Returns Conversation Type** — Now returns `ConversationTypeID` and `ConversationTypeName` for each Conversation Log entry. - [Getting Started](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#main-content) - [General](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#general) - [Basic Information](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#basic-information) - [New Company Setup](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#new-company-setup) - [User & Group Security](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#main-content) - [General](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#general) - [Users](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#users) - [Groups](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#groups) - [Single Sign-On (SSO)](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#single-sign-on-sso) - [Loan Origination](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#main-content) - [Loan Files](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#loan-files) - [SmartViews](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#smartviews) - [System Administration](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#system-administration) - [Lenders](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#lenders) - [Lightning Docs](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#lightning-docs) - [Integrations](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#integrations) - [Borrowers](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#borrowers) - [DossDocs](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#dossdocs) - [Loan Servicing](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#main-content) - [General](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#general) - [Loan Files](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#loan-files) - [Borrowers](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#borrowers) - [Terms](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#terms) - [Funding](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#funding) - [Properties](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#properties) - [History](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#history) - [Attachments](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#attachments) - [Lenders](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#lenders) - [Vendors](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#vendors) - [Tasks & Reports](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#tasks-reports) - [Loan Charges](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#loan-charges) - [Commercial Loans](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#commercial-loans) - [Lines of Credit/HELOC](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#lines-of-credit-heloc) - [Construction Loans](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#construction-loans) - [Adjustable Rate Mortgages (ARM)](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#adjustable-rate-mortgages-arm) - [Graduated Terms Mortgages (GTM)](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#graduated-terms-mortgages-gtm) - [Escrow Administration](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#escrow-administration) - [SmartViews](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#smartviews) - [Accounting System Integration](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#accounting-system-integration) - [Custom Letters and Notices](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#custom-letters-and-notices) - [Loan Templates](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#loan-templates) - [Data Exports](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#data-exports) - [Trust Accounting](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#main-content) - [Trust Accounts](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#trust-accounts) - [Register](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#register) - [Clients](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#clients) - [Payees](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#payees) - [Payers](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#payers) - [Tasks & Reports](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#tasks-reports) - [Collateralized Mortgage Obligations](https://help.themortgageoffice.com/knowledge/collateralized-mortgage-obligations?hsLang=en#main-content) - [Holders](https://help.themortgageoffice.com/knowledge/collateralized-mortgage-obligations?hsLang=en#holders) - [Mortgage Pool Servicing](https://help.themortgageoffice.com/knowledge/mortgage-pool-servicing?hsLang=en#main-content) - [Mortgage Pools](https://help.themortgageoffice.com/knowledge/mortgage-pool-servicing?hsLang=en#mortgage-pools) - [Partners](https://help.themortgageoffice.com/knowledge/mortgage-pool-servicing?hsLang=en#partners) - [Tasks & Reports](https://help.themortgageoffice.com/knowledge/mortgage-pool-servicing?hsLang=en#tasks-reports) - [SmartViews](https://help.themortgageoffice.com/knowledge/mortgage-pool-servicing?hsLang=en#smartviews) - [ACH Express](https://help.themortgageoffice.com/knowledge/ach-express?hsLang=en#main-content) - [General](https://help.themortgageoffice.com/knowledge/ach-express?hsLang=en#general) - [Online Portals](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#main-content) - [General](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#general) - [Online Payments](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#online-payments) - [Borrowers](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#borrowers) - [Lenders](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#lenders) - [Partners](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#partners) - [Investment Offerings](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#investment-offerings) - [Messages](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#messages) - [Tax Forms Management & Printing](https://help.themortgageoffice.com/knowledge/tax-forms-management-printing?hsLang=en#main-content) - [General](https://help.themortgageoffice.com/knowledge/tax-forms-management-printing?hsLang=en#general) - [Tax Forms](https://help.themortgageoffice.com/knowledge/tax-forms-management-printing?hsLang=en#tax-forms) - [Consumer Credit Reporting (Metro-2)](https://help.themortgageoffice.com/knowledge/consumer-credit-reporting-metro-2?hsLang=en#main-content) - [Metro-2 Fundamentals](https://help.themortgageoffice.com/knowledge/consumer-credit-reporting-metro-2?hsLang=en#metro-2-fundamentals) - [Custom Letters, Notices and Mailing Labels](https://help.themortgageoffice.com/knowledge/custom-letters-notices-and-mailing-labels?hsLang=en#main-content) - [Custom Letters](https://help.themortgageoffice.com/knowledge/custom-letters-notices-and-mailing-labels?hsLang=en#custom-letters) - [Custom Notices](https://help.themortgageoffice.com/knowledge/custom-letters-notices-and-mailing-labels?hsLang=en#custom-notices) - [Custom (User Defined) Fields](https://help.themortgageoffice.com/knowledge/custom-user-defined-fields?hsLang=en#main-content) - [General](https://help.themortgageoffice.com/knowledge/custom-user-defined-fields?hsLang=en#general) - [Options](https://help.themortgageoffice.com/knowledge/options?hsLang=en#main-content) - [General](https://help.themortgageoffice.com/knowledge/options?hsLang=en#general) - [User Preferences Options](https://help.themortgageoffice.com/knowledge/options?hsLang=en#user-preferences-options) - [Loan Servicing Options](https://help.themortgageoffice.com/knowledge/options?hsLang=en#loan-servicing-options) - [Importing](https://help.themortgageoffice.com/knowledge/importing?hsLang=en#main-content) - [To Loan Servicing](https://help.themortgageoffice.com/knowledge/importing?hsLang=en#to-loan-servicing) - [From an Excel file](https://help.themortgageoffice.com/knowledge/importing?hsLang=en#from-an-excel-file) - [Field Mappings](https://help.themortgageoffice.com/knowledge/importing?hsLang=en#field-mappings) - [Online](https://help.themortgageoffice.com/knowledge/online?hsLang=en#main-content) - [General](https://help.themortgageoffice.com/knowledge/online?hsLang=en#general) - [Text Messages](https://help.themortgageoffice.com/knowledge/text-messages?hsLang=en#main-content) - [General](https://help.themortgageoffice.com/knowledge/text-messages?hsLang=en#general) - [Pulse](https://help.themortgageoffice.com/knowledge/pulse?hsLang=en#main-content) - [General](https://help.themortgageoffice.com/knowledge/pulse?hsLang=en#general) - [Insurance Tracking](https://help.themortgageoffice.com/knowledge/insurance-tracking?hsLang=en#main-content) - [General](https://help.themortgageoffice.com/knowledge/insurance-tracking?hsLang=en#general) - [API Docs](https://help.themortgageoffice.com/knowledge/api-docs?hsLang=en) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes?hsLang=en) - [Desktop](https://help.themortgageoffice.com/knowledge/desktop?hsLang=en) - [Onboarding](https://help.themortgageoffice.com/knowledge/onboarding?hsLang=en#main-content) - [Loan Origination](https://help.themortgageoffice.com/knowledge/onboarding?hsLang=en#loan-origination) [![Chill listening crop-3](https://help.themortgageoffice.com/hs-fs/hubfs/TMO-LO~1.jpg?width=125&height=55&name=TMO-LO~1.jpg "Chill listening crop-3")](https://www.themortgageoffice.com/) 7755 Center Ave, Suite 800 Huntington Beach, CA 92647 [mailto:support@themortgagoffice.com](mailto:support@themortgagoffice.com) Copyright © 2025, The Mortgage Office®