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Release Notes (June 09, 2026)

🔔 Heads-up: Lender Statement of Account 2.0 (Coming Soon)

The Lender Statement of Account has been fully rebuilt as a streamlined, single-window workflow. Servicers can now configure settings, select sections, preview statements, manage recipients, and trigger delivery — all without leaving the modal mid-process. Distribution runs as a background job, so your team gets an in-app notification when delivery completes. The legacy flow stays fully active during rollout. LSOA 2.0 is going live this week for initial customers, with a full rollout to all accounts in two weeks.

Get Early Access HERE

 

✨ Highlights

  • Borrowers can now upload documents directly in the Borrower Portal. The new upload option on the Documents page supports multiple files per loan with an in-portal confirmation when the upload completes.
  • Loan Origination now auto-calculates monthly escrow from Escrow Voucher entries and displays the result on the borrower amortization schedule — no manual entry needed.
  • Your email signature in Email Settings now saves reliably. No more retyping it every time you send a message from TMO.
  • Construction Draw Manager access can now be granted to non-supervisors. The missing permission checkbox has been added to User Management.
  • Lender Portal dates now display in each lender's local format automatically — no configuration needed.

 

What's New

Loan Origination

Features & Enhancements

  • Escrow Voucher — Monthly Escrow Auto-Calculated on Amortization Schedule: Loan Origination now automatically calculates the monthly escrow payment from Escrow Voucher entries and displays the resulting amount on the borrower amortization schedule.

Bug Fixes

  • Business Purpose Application — Borrower Info No Longer Duplicates Into Co-Borrower Sections: Fixed an issue where printing the Business Purpose application would duplicate the borrower's income, employment, and other details into the co-borrower sections when the co-borrower dropdown had been changed and then cleared.
  • Borrower Application — Submission No Longer Throws Server Error: Fixed a server error that occurred when borrowers submitted an application through the Borrower Portal.
  • Document Bookmark — Payment Schedule Currency Values Now Formatted Correctly: Fixed an issue where the payment_schedule_with_prepaid document bookmark rendered raw floating-point values (e.g. $55.5555555555556) instead of properly formatted currency in the Payment Schedule table.
  • Loan Application Documents — Downloads No Longer Show Raw Blob Data: Fixed an intermittent issue where downloading an uploaded file from a loan application could close TMO and display raw blob data instead of opening the file.

Loan Servicing

Bug Fixes

  • Select & Print Checks — Menu Buttons No Longer Hidden Below 1200px: Fixed a responsive layout issue where the menu buttons on the Select & Print Checks screen became inaccessible when the browser window was narrower than 1200px. The search bar now wraps to a new line so the buttons remain visible.
  • Conversation Log — "Account" Column Now Displays in Grid: Fixed an issue where the "Account" column did not appear in the Conversation Log grid even after being enabled via Customize Grid. The column now renders correctly and persists across sessions.
  • Billing Statement — Loan List Scrollbar Restored After Preview: Fixed an issue where the loan list scrollbar disappeared after previewing a Billing Statement and returning to the list. The scrollbar now renders normally without a page refresh.
  • Outstanding Charges Report — "On Behalf Of" Lender Columns Now Populate Correctly: Fixed an issue where charges advanced on behalf of another lender displayed a negative value under "Amount Owed to Lender" instead of a positive value under "Amount Owed by Lender."
  • Editing a Charge from the Loans Grid History Modal No Longer Locks Up: Fixed an issue where opening a payment window from All Loans Grid > History Icon > Actions and attempting to edit a charge caused the screen to lock up. Editing now works from this entry point the same as other paths.
  • Email Settings — Email Signature Now Saves: Fixed an issue where the email signature entered in Email Settings was not being saved, forcing users to retype their signature each time they sent a message from TMO.
  • Loan Terms — "Save" Button No Longer Appears Disabled After Changing P&I Calculation Type: Fixed a visual issue where the Save button on the Loan Servicing Terms screen appeared disabled after the P&I calculation type was changed, even though it still accepted clicks and saved correctly.
  • Lender Interest Accrual Report — Preview No Longer Errors: Fixed an issue where previewing the Lender Interest Accrual Report from Tasks & Reports failed with a 400 error under both "All Lenders" and "Select Lenders by Account" configurations. The report now previews and prints correctly.
  • Construction Funding Commitments — Export to Excel Now Includes Data: Fixed an issue where exporting the Funding Commitments grid to Excel from Loan Servicing > Construction produced a file without data. Exports now include all expected rows.
  • Background Processes — Notifications and Reports Restored: Fixed an issue where background-processed notifications and reports were not generating in certain environments.
  • Lender Statement of Account v2 — Custom Statement Renders Correctly: Fixed an issue where running a custom Lender Statement of Account through the v2 feature did not match the established custom statement format. The custom layout now carries over correctly.
  • Loan Servicing Reports — 404 Errors Resolved: Fixed an issue where several Loan Servicing reports — including Borrower Statement of Account, Vendor Statement of Account, Lender Amortization Schedule, and printed Loan Notes — failed to render with a 404 error in certain environments.
  • Construction Draw Manager — Access Permission Now Available in User Management: Fixed an issue where users without "Supervisor" rights saw an "Access Denied" message on the Construction Draw Manager grid because the access checkbox was missing from User Management. The permission is now available so non-supervisors can be granted access.
  • Background Reports Preview — 404 Error Resolved: Fixed an issue where previewing certain background reports (including Lender Statement of Account) returned a 404 error.

Mortgage Pool Servicing

Bug Fixes

  • Certificate Totals Now Calculate for Partners: Fixed an issue in Mortgage Pool Servicing > Shares Owned > Certificates where partner-account totals — Original Shares, DRIP Shares, Total Shares, and Amount Paid — displayed as 0 even when the individual records held values.

Borrower Portal

Features & Enhancements

  • Secure File Upload for Loan Documents: Borrowers can now upload documents directly from the Documents page of the Borrower Portal, with the same file-size and file-type restrictions used by Secure File Upload elsewhere in TMO. Multiple files can be attached per loan, and an in-portal confirmation appears once the upload completes.

Lender Portal

Features & Enhancements

  • Date Formatting Now Follows Lender's Device Locale: Dates across the Lender Portal now display in the format matched to each lender's device or browser locale automatically — no manual configuration needed.

Platform & Integrations

Bug Fixes

  • Account Management — Saving User Access No Longer Errors: Fixed an issue where toggling on Loan Origination or Loan Servicing access for a user in Account Management returned an error and prevented the changes from saving.
  • Trust Accounting — Grouped Deposits Now Calculate Under Cleared Items: Fixed an issue where grouped deposits were not being included in the Cleared Items calculation in Trust Accounting.
  • Trust Accounts — Bank Auto-Populate No Longer Returns Stale Bank Name: Fixed an issue where entering a routing number on the Trust Account Bank & Account Information panel auto-populated an outdated bank name and address instead of the current bank's information.

For API Users

Features & Enhancements

  • Authenticated User Info — UserRecId Added: The authenticated user info response now includes the user's UserRecId, giving integrators a stable identifier for the signed-in user. (GET /user-info)
  • Insurance API — Bulk Partial Update (PATCH): Integrators can now update specific fields on multiple insurance records in a single PATCH request. Only fields present in each item are written, and per-item failures no longer abort the batch. (PATCH /LSS.svc/Insurances)
  • Conversations API — Bulk Partial Update (PATCH): Integrators can now partially update multiple conversation log records in a single PATCH request — for example, marking follow-ups complete or editing memo text — without re-sending the full payload. (PATCH /LSS.svc/Conversations)