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Release Notes (August 4, 2026)

Highlights

  • Trust Reconciliation — Reset Button Now Fully Clears Cleared Totals — Fixed an issue where the reconciliation screen's Reset button did not fully clear previously checked items, causing cleared totals to stack instead of resetting to zero.
  • Mortgage Pool Partners Tab — Partner Count Restored — Fixed an issue where the partner count no longer displayed at the bottom of the Partners tab within an individual mortgage pool.
  • Miniter Billing Grid — Charges Now Broken Down by Revenue Type — The Miniter billing grid now breaks down tracking charges by revenue type and date billed instead of combining them into a single line.

Loan Origination

Features & Enhancements

  • Loan Applications — New Custom Application for Fidelity Mortgage Lenders — Fidelity Mortgage Lenders now has its own customized loan application portal, adapted from the Iron Oak template.

Loan Servicing

Bug Fixes

  • Loan Terms — Personal Category Can Now Be Deleted — Fixed an issue where users could not delete the Personal loan category under Terms > Details > Categories.
  • Lender Adjustments — Other Non-Taxable Field Now Applies Correctly — Fixed an issue where entering an amount in the Other Non-Taxable field alone triggered a false validation error instead of applying the adjustment.

Integrations

Features & Enhancements

  • Miniter Billing Grid — Charges Now Broken Down by Revenue Type — The Miniter billing grid now breaks down tracking charges by revenue type and date billed instead of combining them into a single line.

Platform

Bug Fixes

  • Mortgage Pool Partners Tab — Partner Count Restored — Fixed an issue where the partner count no longer displayed at the bottom of the Partners tab within an individual mortgage pool.

Trust Accounting

Features & Enhancements

  • Trust Ledger — New "Last 1 Month" Date Range Filter — Trust ledger grids now include a "Last 1 Month" option in the date-range filter dropdown for a smaller default view.

Bug Fixes

  • Trust Reconciliation — Reset Button Now Fully Clears Cleared Totals — Fixed an issue where the reconciliation screen's Reset button did not fully clear previously checked items, causing cleared totals to stack instead of resetting to zero.