2025 Release Notes

Product Updates: Borrower Portal - Payment History module will now sort by most recent payment instead of oldest payments at the top. New ' Download Files and Docs ' button - allows you to download a Zip file of a loan's or contact's list of Fi...

Product Updates: Payoff Calculator - now accounts for hold balance funds to more accurately quote the borrower a payoff figure. Two additional table variables have been created to correspond to these hold-inclusive figures.  Other Sett...

Product Updates: 'Un-Process' option introduced to processed NACHA payout files. To un-process, go to Reports > Nacha Files and select 'Un-Process' on desired NACHA payout file.  Contacts list now allows for Contact UDFs to be added as fi...