2025 March

Product Updates:

• 'Un-Process' option was introduced to NACHA payout files that were already processed. To un-process, go to Reports > Nacha Files and select 'Un-Process' on the desired NACHA payout file. 
• Contact CUFs/UDFs and Grids Updates, please refer to the 'Working with Grids' article for further details.
  • Contacts list now allows for Contact UDFs to be added as filterable columns. 
  • Contacts list has a new column 'Full Name' that lists contact's full name, (i.e. First, Middle, Last / Organization). The 'Full Name' value is clickable and will redirect you to the contact record.
  • Horizontal scrolling and Sticky columns for Loans and Contacts list grids.  
    • Adding many columns to Loans and Contacts grid will now auto-fit all within the table and allow for horizontal scrolling. 
    • 'Sticky' columns are useful to ensure a column remains on the grid at all times. To enable, click on 3 vertical dots next to the column name, hover over 'Set Column Position', and click 'Stick Column'.
• Master Register found under Reports > Spreadsheet Reports now includes 'Contact' column which lists associated borrowers or investors/lenders.
• Loan and Contact deletion check added. To prevent accidental contact or loan deletions, users must now type 'DELETE' to confirm deletion. Please refer to the 'Delete a Record' article for further information. 

Bug Fixes:

• Fixed the Merge Template Instructions button which would download outdated instructions, now redirects users to the product guide. 
• Fixed the dashboard notice for asset insurance policy expirations to be general instead of specific since many asset expiration types exist. 
• Fixed an issue where the asset insurance policy expiration widget counted paid off loans. Paid off loans are no longer counted. 
• Fixed the 'Admin - Email Settings' area to inform users of personal email deliverability issues. 
• Fixed an issue where sending an email to a contact with no email address was being allowed, now requires a valid email to send an email. 
• Fixed an issue where secondary portal users (a second primary borrower using the same email) were not mapped correctly to loans. 
• Fixed an issue with loan due date modifications not counting a day of interest when selecting the 'Ignore' option on Actual Day calculation loans. 
• Fixed an issue with loan due date modifications for investment module users where recording a payment would yield a blank screen. 
• Fixed an issue for Impound and Escrow modules where the Fee Schedule or Escrow History were incorrectly reflecting payouts at the very end of the schedule. 
• Fixed an issue for loans with underpaid or partially paid interest that was adding to the ending balance on closed periods. 
• Fixed an issue for loans that were broken when using the 'With First Payment' prorate setting.