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Release Notes (August 18, 2026)

Highlights

  • Parametrized Public-Facing LO Application Queries — Public-facing loan application web app queries are now parametrized to prevent SQL injection vulnerabilities.
  • Trust Check Save Atomicity Fix — Fixed trust check saves so the split and parent transaction inserts commit together instead of allowing an orphaned split to commit without its parent.
  • Late Report Background Generation Fix — Fixed the Late Report failing to generate after processing in the background for hours.
  • Bulk Escrow Disclosure Audit Report — Adds a new Bulk Annual Escrow Account Disclosure Statement Audit Report link under Tasks & Reports > Escrow Administration.
  • Publish Escrow Statements to Borrower Portal — Adds a "Publish Statements to Borrower Portal" option to the Annual Escrow Disclosure Statement modal.

Loan Origination

Features & Enhancements

  • Funded Amount Payment Calculations — Loan Origination Loan Terms now support a Funded Amount field with prepaid interest and monthly payment calculations based on that amount.
  • Parametrized Public-Facing LO Application Queries — Public-facing loan application web app queries are now parametrized to prevent SQL injection vulnerabilities.

Bug Fixes

  • Print Documents — Authority to Receive Information Encumbrance Fix — Fixed an issue where downloading or previewing the Authority to Receive Information document generated documents that all reflected the first encumbrance's information regardless of which encumbrances were selected.
  • Date Custom Field Sort Order Fix — Fixed date-formatted custom fields in Loan Origination sorting by month instead of by year, then month, then day.
  • Search by Custom Field Data Restored — Restored the ability to search Loan Origination grids by data stored in custom fields, matching prior Desktop behavior.
  • Workflow Approval Email Link and Duplicate Notification Fix — Fixed workflow automation approval emails whose Approve/Deny links reported as expired despite processing successfully, and fixed duplicate "Loan Status Changed" notifications sent when a workflow rule had no approver assigned.
  • LO File Created Date Time Zone Fix — Fixed the Loan Origination Summary page's file created date so it now applies the user's configured time zone instead of showing an incorrect date.

Loan Servicing

Features & Enhancements

  • Bulk Escrow Disclosure Audit Report — Adds a new Bulk Annual Escrow Account Disclosure Statement Audit Report link under Tasks & Reports > Escrow Administration.
  • Past Maturity Payment Warning — Adds a warning when processing Regular, Payoff, Other Cash, or Adjustment payments on a loan that is past its maturity date.
  • Escrow Voucher Event Journal Property Address — Escrow voucher Event Journal entries now include the property's address when a property is assigned to the voucher.
  • Zero-Dollar Lockbox Import Disclaimer — Adds a disclaimer below the "Allow Lockbox to Import $0.00" setting in Options.
  • Publish Escrow Statements to Borrower Portal — Adds a "Publish Statements to Borrower Portal" option to the Annual Escrow Disclosure Statement modal.

Bug Fixes

  • MPS Partner History Edit Error Fix — Fixed an error preventing users from editing partner transactions from the History modal in MPS Shares Owned and Capital Invested.
  • Payment Application for Other Loan Type Fix — Fixed the Other loan type so it allows applying payments to loans with no scheduled payments, matching Conventional loan behavior.
  • Bulk Escrow Report Foreclosure Exclusion Fix — Fixed the "Exclude Borrowers in Foreclosure" checkbox on the Bulk Annual Escrow Account Disclosure Statement report so it now actually excludes those borrowers.
  • Late Report Background Generation Fix — Fixed the Late Report failing to generate after processing in the background for hours.

Integrations

Bug Fixes

  • Miniter Duplicate Submission Fix — Fixed a race condition that caused simultaneous property, insurance, and loan updates to create duplicate submissions to Miniter.
  • Credit Reporting Export Rapid-Click Fix — Fixed repeated rapid clicks on the credit reporting export button causing the background export process to hang.

Trust Accounting

Bug Fixes

  • Trust Check Save Atomicity Fix — Fixed trust check saves so the split and parent transaction inserts commit together instead of allowing an orphaned split to commit without its parent.

Borrower Portal

Bug Fixes

  • Holders Publishing Stuck State Fix — Fixed Holders publishing getting stuck in an "In Progress" state because the publishing lock cleanup step did not handle Holders.

For API Users

Features & Enhancements

  • Condition Tracking API — Borrower Portal Visibility Flag — Integrators can now see whether each loan condition should be shown in the borrower portal via a new RequestInBorrowerPortal flag returned by the GetConditionTracking API.
  • Loan Origination API — Embedded Stage Object in GetLoans — Integrators can now retrieve a loan's full Stage object embedded directly in GetLoans, GetLoan, and GetLoansByTimestamp responses.

Bug Fixes

  • Loan Servicing API — UpdateLoanPatch Categories Error — Fixed an issue where UpdateLoanPatch returned a 400 error when updating a loan's Terms.Categories for certain loan types.