Release Notes (November 10, 2026)

Loan Master Report — Faster Performance for Large Portfolios: Fixed an issue where the Loan Master report ran extremely slowly and became unresponsive for large loan portfolios.
Automated Payments — Option to Skip $0.00 Other Payment Entries from Lockbox: A new option in Automated Payments lets users prevent $0.00 Other Payment entries from being created by lockbox imports.
Portfolio Risk — Risk Trendline Widget on Loan Overview: A risk trendline widget now appears on the Loan Overview page in both the legacy and React interfaces.
Online Borrower Portals — Show Password Option and Updated Wording: Borrowers can now reveal their password text with an eye icon, and the PIN wording now reads Password.
MCP Tools — Property Search Tool Added: A property search tool is now available through the MCP tools.

Bug Fixes

Custom Date Fields — Sorting Now Follows Year, Month, Then Date: Fixed an issue where date custom fields on loans sorted by month instead of by year, then month, then date.
Document Maintenance — Active Checkboxes Display Correctly: Fixed an issue where the Active checkboxes in Document Maintenance under System Administration sometimes displayed incorrectly.
Loan Application — Use of Funds Retained When Creating Loan File: Fixed an issue where the Use of Funds value was overwritten when a loan file was created from an application.
HUD-1 — Addendum Fees and Fee Totals Now Populate Correctly: Fixed an issue where fees were missing from the HUD-1 addendum and fee totals overwrote other fields.
LO Automations — Review and Respond Link in Approval Emails Now Works: Fixed an issue where the Review and Respond link in approval emails returned a Route not found 404 error.

Features & Enhancements

RESPA Borrower Payment Statement — Option to Include Escrow Activity: Users can now choose to include escrow activity in the Account Activity section of the RESPA Borrower Payment Statement.
Portfolio Risk Trend — Updated Indicator States: The Portfolio Risk trend now shows updated indicator states in the hover tooltip and the overview call to action.
Automated Payments — Option to Skip $0.00 Other Payment Entries from Lockbox: A new option in Automated Payments lets users prevent $0.00 Other Payment entries from being created by lockbox imports.

Bug Fixes

Loan Master Report — Faster Performance for Large Portfolios: Fixed an issue where the Loan Master report ran extremely slowly and became unresponsive for large loan portfolios.
Construction Billing Statement — NSF Charges No Longer Added to Principal: Fixed an issue where an NSF charge was incorrectly added to the principal balance, affecting interest calculations.
Partner Statement of Accounts — Emailed Statements and Error Report Fixed: Fixed an issue where not all clients received emailed partner statements and the error report could not be viewed.
Loan Custom Fields — Type Changes Now Validated: Fixed an issue where changing a custom field type saved without validation and blocked access to the loan's Custom Fields.
Automated Payments Lockbox — Accurate Apply Results on Exception Report: Fixed an issue where the lockbox exception report did not show accurate apply results and reasons.

Features & Enhancements

Online Borrower Portals — Show Password Option and Updated Wording: Borrowers can now reveal their password text with an eye icon, and the PIN wording now reads Password.
Online Borrower Portals — Updated Forgot Login and Reset Password: The Forgot Login Info and Reset Password experience has been updated in the Online Borrower Portals.

Features & Enhancements

Portfolio Risk — Improved Risk Trendline Hover Tooltip: The risk trendline hover tooltip has an updated design in both the legacy and React interfaces.
Portfolio Risk — Full 60-Day Score History in Trendline: The risk trendline now includes the full 60-day score history.
Portfolio Risk — Risk Trendline Widget on Loan Overview: A risk trendline widget now appears on the Loan Overview page in both the legacy and React interfaces.
Portfolio Risk — Clearer Driver Labels: Portfolio Risk driver labels now use Check phrasing, and raw data values are no longer shown in the UI.
Loan Funding Section — Funds and Funding Terminology Restored: The loan funding section again uses Funds and Funding terminology and shows the days-since-funding indicator.

Bug Fixes

Outlook Plugin — Download Now Works: Fixed an issue where the Outlook add-in file returned a 404 error when downloaded from the profile menu.
Event Journal — Corrected Mis-Numbered Event Types: Fixed mis-numbered event type records in the event journal following an internal realignment.
Dropdown Menus — Page No Longer Freezes After Switching Browser Tabs: Fixed an issue where the TMO tab became unresponsive after switching browser tabs with a Select an option dropdown open in the legacy UI.
Miniter Messages — Response Options Can Be Selected: Fixed an issue where users could not select a response option for Miniter messages received in TMO.

Features & Enhancements

MCP Tools — Property Search Tool Added: A property search tool is now available through the MCP tools.