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Release Notes (July 21, 2026)

Highlights

  • ACH Payments — Background Processing Added — ACH lockbox file processing now runs in the background, preventing timeout issues for customers with larger databases.
  • HMDA LAR Export — Validated Against 2026 Origination Requirements — The HMDA LAR export now reflects the updated 2026 loan origination reporting requirements.
  • Loans Grid — Load Performance Improved for Large Databases — The Loan Servicing loans grid now loads significantly faster for customers with large databases.
  • Construction Draw Manager — Global Payee Selection Added to Draw Modals — Users can now select payees globally within the Draw Review and Create a Draw modals.

Loan Origination

Features & Enhancements

  • HMDA LAR Export — Validated Against 2026 Origination Requirements — The HMDA LAR export now reflects the updated 2026 loan origination reporting requirements.

Bug Fixes

  • Loan Terms — Odd First Payment Dropdown Now Auto-Selects Correctly — Fixed an issue where the Odd First Payment dropdown in Loan Terms did not auto-select the correct option based on the funding and first payment dates.
  • Good Faith Estimate — Radio Buttons Now Enabled for Manual Entry — Fixed an issue where certain Good Faith Estimate radio buttons were incorrectly disabled instead of allowing manual selection.
  • Loan Estimate — Escrow vs. Monthly Payment Values Now Captured Correctly — Fixed an issue where the Loan Estimate did not correctly capture escrow amounts versus monthly payment values.
  • Closing Disclosure — Escrow vs. Monthly Payment Values Now Captured Correctly — Fixed an issue where the Closing Disclosure did not correctly capture escrow amounts versus monthly payment values.
  • Print Documents — Decimal Conversion Error Resolved — Fixed an issue where printing certain documents produced a "Conversion from string to type Decimal is not valid" error.

Loan Servicing

Features & Enhancements

  • Other Cash Payments — Lender/Vendor Lookup Now Uses Updated Account Grid — The lender and vendor lookup for other payments within Other Cash from Lender/Vendor now uses the new account lookup grid.
  • Construction Draw Manager — Confirmation Modal No Longer Triggers Incorrectly on In-Review Draws — The confirmation modal on the Draw Review Request screen no longer appears incorrectly when editing and saving budget items for in-review draws.
  • Construction Draw Manager — Global Payee Selection Added to Draw Modals — Users can now select payees globally within the Draw Review and Create a Draw modals.
  • Construction Draw Manager — Events Journal Entries Added for Draw Actions — Draw Manager actions now generate corresponding Events Journal entries for improved audit tracking.
  • Canadian Amortization — New Database Column Added — TMO Pro now supports a new database column required for Canadian amortization calculations.
  • Construction Draw Manager — Unsaved Changes Now Persist and Warn When Navigating Tabs — Pending changes on the Draw Manager Details tab now persist when navigating between tabs, and users are warned about unsaved changes.
  • Loans Grid — Load Performance Improved for Large Databases — The Loan Servicing loans grid now loads significantly faster for customers with large databases.

Bug Fixes

  • Conversation Log — Refresh Error Resolved — Fixed an issue where clicking Refresh in the Lender, Vendor, or Loan Conversation Log screens produced an error.
  • Borrower Statement of Account — Option No Longer Greyed Out — Fixed an issue where the Borrower Statement of Account option in the Loans Overview dropdown was always disabled.
  • Conversation Log — Null Error Preventing Entry Resolved — Fixed an issue where a null reference error prevented users from entering the Conversation Log on certain loans.
  • Document Maintenance — Group Assignment Changes Now Save Correctly — Fixed an issue where document group changes in System Administration Document Maintenance reverted to their original setup instead of saving.
  • Loan History — "All Dates" Filter No Longer Resets Unexpectedly — Fixed an issue where the Loan History "All Dates" filter randomly reverted to "Year to Date" after processing actions such as reversals.
  • Construction Loan Statements — Running Balance Column Restored — Fixed an issue where Applied Billing and Closing Statements for construction loans were missing the Running Balance column under Account Activity.
  • Construction Borrower Statement — Account Activity Now Uses Full Page Width — Fixed an issue where the Account Activity section on the Construction Borrower Statement of Account did not extend to the full page width.
  • Other Cash Payments — Vendor Lookup Now Included — Fixed an issue where the Other Cash from Lender/Vendor payment lookup did not include vendors as selectable options.
  • Lender/Vendor Search — Performance Improved for Large Databases — Fixed an issue where searching for lenders or vendors was very slow for customers with large databases.

Events Journal

Bug Fixes

  • Events Journal — Duplicate Unrelated Entry on First Update Resolved — Fixed an issue where an extra, unrelated event was logged on the first update to an empty Events Journal.

Platform

Features & Enhancements

  • Miniter Integration — Messages Tab Now Visible When Insurance Tracking Is Inactive — Borrowers and staff can now access the Miniter messages tab even after insurance tracking has been deactivated.
  • ACH Payments — Background Processing Added — ACH lockbox file processing now runs in the background, preventing timeout issues for customers with larger databases.
  • Loans Grid — Timezone-Aware Days Late and Term Remaining Calculations — Days Late and Term Remaining values on the Loans Grid now calculate using each customer's configured database timezone.
  • Late Report — Timezone-Aware Date Calculations — The Late Report in Loan Management Reports now calculates dates using each customer's configured database timezone.
  • Borrower Late Notice — Timezone-Aware Dates and Auto-Populated Notice Number — The Borrower Late Notice now calculates dates using each customer's configured database timezone and automatically populates the notice number.

Bug Fixes

  • APP Users Table — Database Locking Issue Resolved — Fixed an issue where cascading updates to the APP Users table caused database locks.
  • Insurance Tracking — "MaturityDate is Required" Submission Error Resolved — Fixed an issue where Insurance Tracking submissions always failed with a "MaturityDate is required" error message.