Product Updates: July 30, 2025

Clients Table – Now Supports Sorting

Sort by Next Repayment Date, Name, or any wother column.

Lock Custom Tables and Properties

Admins and Owners can now lock or unlock custom data tables and properties. Locked fields cannot be deleted, which helps prevent accidental changes.

Loans Page – Filter by Funding Source

A new Funding Source column and filter are available on the Loans table

KPIs for Funding Sources and Entities

Loan-level activity now rolls up to KPIs on the Funding Source and Funding Entity pages. Calculated metrics include:

Funding Source Edit Partial Allocations

Edit existing allocations and resolve partial allocations to loans.

Sell Debt by Percentage to Existing Entities

Funding Source pages now support selling debt exposure by percentage to an existing Fund Entity. Use this to split risk, transfer exposure between funds, or handle internal syndication scenarios.

Edit Loan Transactions from the Schedule

New “Edit Transaction” action on schedules. Automatically undoes + recreates the transaction.

Refreshed Sidebar Chips

Improved the visual design of status and tag chips across main entity sidebars (Clients, Loans, Funds, etc.)

Bloomberg Integration for Floating Rates

Floating Rate configurations now support Bloomberg as a data source.

Questions?

Contact  support@hypercore.ai  or open Penny from the question icon in the app.