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Release Notes (June 23, 2026)

Loan Origination

Bug Fixes

  • Word Add-In Download — Broken Link Fixed — Fixed a broken link in the profile menu that returned a 404 error when users attempted to download the Microsoft Word Add-In for document mapping.
  • LO Automation Rules — Condition Phase Clear Bug Fixed — Fixed an issue where LO automation rules failed to fire after all conditions in a configured condition phase were cleared.

Loan Servicing

Features & Enhancements

  • Borrower Statement of Account — Background Processing — Borrower Statement of Account generation now runs in the background, letting users continue working and receive an in-app notification when the report is ready.
  • Disbursements — New Interest (+Other Pmts, −Serv. Fees) Option — Lenders now have an Interest (+Other Payments, −Service Fees) disbursement option when funding loans, giving greater flexibility in how returns are distributed.
  • CON Draw Manager — Date Requested & Pay Date Fields Added — Users can now view and edit the Date Requested and Pay Date fields directly within the Create and Review Draw Request modals.
  • CON Draw Manager — Notes Tab Added — A Notes tab is now available when creating or reviewing a draw request, letting users track conditions or issues tied to a specific draw.
  • Notifications — Borrower Portal File Upload Alerts — TMO Pro now sends in-app notifications when a borrower uploads a file through the Borrower Portal, matching the existing Secure File Upload notification behavior.
  • Custom Payment Statement — Additional Formatting Updates — Additional formatting updates to the custom payment statement have been applied, including adjustments to Loan Number and Account number display.

Bug Fixes

  • Billable Loans — Daily Balance Incorrect After NSF Fixed — Fixed an issue where NSF-ing a payment that included a non-finance-charge item caused subsequent billing statements to incorrectly credit the charge amount against the daily balance used for interest calculations.
  • Automated Payments — Payment Received Date Overwrite Fixed — Fixed an issue where consolidating ACH payments using Group by Selection was incorrectly overwriting the Payment Received Date on the loan history record with the deposit date.
  • Trust Ledger — Memo Edit Restriction Fixed — Fixed an issue where certain Trust Ledger transactions could not have their memo field edited.
  • Print Register — Deselected Checks Still Appearing Fixed — Fixed an issue where deselected checks continued to appear on the Print Register report.
  • Conversation Log — Column Formatting & Flicker Fixed — Fixed two issues in the Conversation Log grid where column widths were incorrect and toggling the Account column caused a brief flicker before it disappeared.
  • Properties Insurance Tab — Search Criteria Dropdown Clipped Fixed — Fixed an issue where the search criteria dropdown in the Insurance tab of the Edit Property modal was clipped, hiding the Contains and Starts With options when no results were returned.
  • Conversation Log — Blank Tab Load Fixed — Fixed an issue where the Conversation Log tab in individual loans appeared blank or showed the previously viewed tab instead of loading the log.
  • User Permissions — Billing Info Overwrite on Save Fixed — Fixed an issue where saving changes as a user without Billing tab access would overwrite existing Billing information with blank or default values.
  • Charges — Apply & New Duplicate Creation Fixed — Fixed an issue where distributing a new charge to all lenders using Apply & New could write two identical charge records instead of one.
  • Conversation Log — Export to Excel Error Fixed — Fixed an error that prevented users from exporting the Conversation Log to Excel in Loan Servicing.
  • Construction Borrower Statement — Page Width Fixed — Fixed a formatting issue where the Account Activity section of the Construction Borrower Statement of Account did not extend to the full page width.
  • Select & Print Checks — Continuous Processing Error Fixed — Fixed an issue where users could not access Select & Print Checks, which would continuously process and display an error.
  • Escrow Voucher — Index Out of Range Error Fixed — Fixed an error that appeared when adding a new Escrow Voucher in certain loan accounts.
  • Background Reports — Preview 404 Error Fixed — Fixed an issue where previewing background-processed reports returned a 404 status code, preventing reports from displaying.
  • Loan History — Created By Missing for Lockbox Payments Fixed — Fixed an issue where the Created By column in Loan History did not display the username after Lockbox payments were applied.

Borrower Portal

Features & Enhancements

  • Borrower Portal — Secure File Upload Added — Borrowers can now upload documents directly through the Borrower Portal, allowing them to respond to lender document requests without sending sensitive files via email.
  • Borrower Portal — General Post-Autopay Layout Fixes — Minor alignment and layout fixes have been applied to the Borrower Portal following the autopay enhancement rollout.
  • Lender Portal — Locale-Based Date Formatting — Date and time values across lender portals now display using the user's device locale settings automatically, ensuring users see dates in their expected regional format without any manual configuration.

Bug Fixes

  • Lender Portal — Zero Balance Loans Showing Fixed — Fixed an issue where the custom lender portal displayed loans with $0 balances due to recent changes to how lender information is published in TMO Pro.
  • Borrower Portal — Make Payment Button Off-Screen on Mobile Fixed — Fixed an issue where the Make Payment button was partially off-screen on tablet and mobile devices in landscape mode.

Platform & Integrations

Features & Enhancements

  • Add Attachments Modal — Search by Description Added — Users can now search by attachment description in the Add Attachments modal, making it easier to locate files without scrolling through multiple pages.
  • O365 OAuth — SMTP Auth Disabled Tenant Support Fixed — TMO's Office 365 email integration has been upgraded from SMTP to Microsoft's Graph API, improving delivery reliability and error reporting. Some users may experience email sending errors if insufficient permissions were granted during the original authorization — reconnecting and accepting all requested Microsoft permissions will resolve this.
  • Hangfire & IntegrationHub — Azure Secrets Migration — TMO Pro and TmoProWeb now reference Hangfire and IntegrationHub credentials from Azure Secrets, improving security and enabling future credential rotation without code changes.
  • Canadian Amortization — Compounding Rate Derivation Logic — TMO's Canadian Amortization engine now derives effective periodic rates using compounding across four payment frequencies.

Bug Fixes

  • LO Portal — Connection Pool Timeout Causing Intermittent Unavailability Fixed — Fixed an issue where database connections were not properly disposed in the Loan Origination Portal, causing intermittent unavailability when the connection pool was exhausted.
  • Tasks & Reports — Report Viewer 404 Error Fixed — Fixed an issue where the report viewer was returning 404 errors, preventing reports in Loan Servicing Tasks & Reports from displaying.
  • Account Management — User Access Toggle Error Fixed — Fixed an error that appeared when toggling LO & LS access for a user in Account Management.

External APIs

Features & Enhancements

  • PATCH LoanCustomFields — Bulk Partial Update Across Loans — Integrators can now update custom field values across multiple loans in a single PATCH request, avoiding the need to loop through individual account-level calls.
  • PATCH TrustLedger — Bulk Partial Update of Trust Ledger Transactions — Integrators can now partially update metadata on multiple trust ledger transaction records in a single PATCH request, enabling bulk correction of references, memos, clear statuses, and dates.

Bug Fixes

  • search-lender-history — CheckDate Filter Missing Back-Dated Records Fixed — Fixed an issue where the search-lender-history endpoint only filtered by CheckDate, causing back-dated records to be silently missed during incremental sync operations.
  • UpdateLender — Custom Fields Silently Ignored on Update Fixed — Fixed an issue where the UpdateLender endpoint accepted a CustomFields array in the request body but silently ignored it, leaving custom field values unchanged despite a success response.