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Release Notes (May 26, 2026)

📌 Heads-up

Lender Statement of Account 2.0 is here. You'll notice a redesigned workflow when generating and distributing lender statements. The new experience lets you configure parameters, select sections, preview before sending, review recipients, and run delivery in the background — no more waiting on a locked screen. The legacy workflow remains accessible during the transition.

✨ Highlights

  • Lender Statement of Account 2.0 — A fully rebuilt lender statement workflow is now live in Loan Servicing. Configure settings, select sections, preview before distributing, review recipients, and deliver in the background with completion notifications.
  • 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.
  • AFX Reports on Loan Overview — Access AFX property report ordering directly from the Loan Overview — select a property and place a request without leaving the loan record.
  • 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

  • Lender Statement of Account 2.0 — Configure General Settings — Servicers can now configure statement parameters including which lenders, statement type, date range, and categories.
  • Lender Statement of Account 2.0 — Select Sections & Options — Choose which sections and options to include in each lender statement to customize content per lender.
  • Lender Statement of Account 2.0 — Deliver in the Background — Statement delivery now runs asynchronously with start and completion notifications, so you're no longer locked waiting for the process to finish.
  • Lender Statement of Account 2.0 — Error Notifications — You're now notified when statement processing fails, with error details to help you understand what went wrong and take action.
  • Lender Statement of Account 2.0 — Review Recipients Before Sending — Review and modify which lenders will receive a statement before distributing, excluding specific recipients without changing your overall selection.
  • Lender Statement of Account 2.0 — Preview Before Distributing — Preview lender statements before delivery to verify content and formatting.
  • Lender Statement of Account 2.0 — Saved Preferences Fallback — When no background job preference is saved, the new Lender Statement falls back to your legacy saved preferences to prevent regression.
  • 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

  • AFX Reports — Access from Loan Overview — A new AFX Reports section on the Loan Overview opens a modal where you can browse properties and place report requests without leaving the loan record.
  • 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.