2024 Release Notes

Product Updates: New Mail Merge Variable (s): GracePeriodDays Benchmark Groups for Modifying Interest Rates Batching - 2023 1098 and 1099 tax forms Added 'Export to Excel' button to Impound and Escrow areas on loans Bugs: NSF Notes now ...

Product Updates: NACHA Module - New 'Clear Selected Payouts' button to clear payouts that the servicer would like excluded from a NACHA file Batching now provides the ability to print 1098 Copy A statements Bug Fixes: Draws Module - Fixed...

Product Updates: Added 'Current Rate' as an optional loan list data column Added the ability to use Custom User Fields as added loans list data columns ( Guide ) Added a new 'Payoff Report' to show Paid Off loans with their respective Payoff Dat...

Product Updates: Impound Module Schedule - updated to reflect unscheduled pay-ins to the schedule in chronological order (used to appear at the top of the schedule) Custom Documents Module - added variables for a loan's Paid values To Date ( ...

Product Updates: Due Payments Widget - Added a Sum row to show the sum amount across all loans for the Total column Bug Fixes: Fixed a bug with interest accruing lender fees to reflect the accurate amount owed on the payoff calculator and when...

Product Updates: Borrower Portal Enhancements - now includes a loan summary module which shows data items such as loan balances, rate, and remaining payments Investor Portal has been added to the system (requires the investments module )&nbs...

Product Updates: ACH Recurring Payments widget has new buttons for 'Process All Current Payments' and 'Process Selected Payments' Loan Summary - Configuration update, now shows more information for Per Diem and Interest Calculation options sele...

Product Updates: Added popup question marks to help explain the dashboard's widgets data charts. Due Payments Widget - Updated to include a ' Pmt # ' column which denotes the loan's current pay period. Added a ' Pay Borrower ' button to ...

Product Updates : Benchmarks - now provides a history of rate changes among benchmark groups.  Lender Fees - Added a Description field to allow notes on lender fees, refer to the main guide for notes.  Added the ability to add pri...

Product Updates : Added an ability to make a payoff on a loan that reflects as paid by two borrowers.  Bug Fixes : Fixed an issue with the ACH Payment Posted notice not generating and sending and an attempted fix that would repeatedly s...