Product Updates: March 22, 2026
Last updated March 22, 2026
Better Sale Debt Transaction Visibility
Funding sources now support both debt buy and debt sell in a single view. You can access full transaction details from either side - no need to navigate specifically to the seller.
More Clarity in Debt Sales
A new tooltip explains the difference between the commitment amount and the percentage sold, improving transparency.
Enhanced Bulk Actions
- Loan fee import now support the OID Recognition Start Date field
- New: Bulk import for funding source fee allocations You can now upload funding source fee allocations using an import, making it faster and easier to set multiple allocations in a single action.
Faster Search - Funding Sources
Quick search (Ctrl+K / Command+K) now supports:
- Searching by loan name - also surfaces related funding sources
- Funding Source ID
Improved Loan Terms Experience
- “Expected Disbursement” section renamed from Utilization Assumptions and moved higher for better visibility
- New warning when leaving unsaved changes to prevent data loss
UI/ UX Changes
- View the number of items in Notes and Docs directly from the individual loan page
Aging Settings
- Create custom aging buckets by defining day ranges
- Option to switch to monthly buckets, allowing aging calculations to be based on months instead of days
- Choose a payment allocation strategy:
- Newest (LIFO) – applies payments to the most recent outstanding amounts first
- Oldest (FIFO) – applies payments to the oldest outstanding amounts first
Control Layer Modifications
- The Change Request Type is now available as a column in the Change Request table, enabling easier filtering
- Draft schedule support actions Make actions such as repayments directly from the draft schedule and apply multiple changes sequentially. Each update is reflected immediately, and future calculations take previous draft changes into account
e.g., make a repayment, then add another amount - amounts are recalculated based on the updated draft schedule.
Questions or thoughts? Let us know.
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