July 1, 2025


What’s New

  • We added support for mobile-friendly payment profile creation and card visualization iframes to the Customer Portal.

What’s Fixed

  • We fixed an issue that was affecting the saved searches functionality in reports. Previously, saved searches filters were not being applied to generated reports, affecting reporting results. Now, saved searches work as intended.
  • We updated how AutoPays initiated from the Customer Portal determine which payment processor to use. Previously, these AutoPays would use the payment processor associated with an ID of `1`. Now, Customer Portal AutoPays use the default bank account payment processor as determined by your tenant settings.

June 17, 2025


What’s New

  • We added the ability to view more card and line of credit information within the Customer Portal. You can now view an account’s next due date and next due amount within the portal.
  • We added the about to provide multi-factor authentication (MFA) via email within the Customer Portal. To enable this within your own portal, contact your LoanPro representative.
  • We added the ability to enable a Finicity iframe within the Customer Portal to capture banking insights from borrowers. To enable this within your own portal, contact your LoanPro representative.

What’s Fixed

  • We fixed an issue wherein incorrect AutoPay statuses were being displayed within the Customer Portal for line of credit accounts. Now, an account’s AutoPay status is set to ON if AutoPay processing is enabled on the line of credit account and there is currently a pending AutoPay.

May 19, 2025


What’s New

  • We added the ability to filter results within the Transaction History Report of a loan account by transaction type. Now, you can filter results by a combination of the following transaction types:
    • Scheduled payments
    • Forecasted payments
    • Payments
    • Charges
    • Credits
    • Advancements
    • Suspend interest transactions
    • Resume interest transactions
    • Amount past due adjustments
    • Days past due adjustments
    • Interest adjustments
    • Interest rate changes

What’s Fixed

  • We fixed an issue in which a processor selection was being ignored when creating enhanced funding transactions via the LMS API. Previously, if you attempted to create a funding transaction with a specific payment processor—specifically, a processor that was not already set as your default processor—the system would ignore the processor selection and use the default processor instead. This issue was only occurring if you also did not provide a Merchant Processor Group ID. Now, the API uses your selected processor to process enhanced funding transactions.

May 12, 2025


What’s New

  • We added an asterisk next to the ‘Due Interest’ value within the Calculated Account History Report to signify when an interest adjustment is present and affecting interest accrual. This addition provides greater visibility into how daily interest accrual is calculated. (Keep in mind that this is only a visual change. The added asterisk is not included in data exports.)

What’s Fixed

  • We fixed an issue that was restricting users from using the pre-configured loans feature to create $0.00 balance loan accounts even when a configurable payment schedule was present. Now, $0.00 balance loan accounts can be created via a pre-configured loan template.

May 5, 2025


What’s New

  • We added the ability to add Click-Through Alerts to line of credit accounts. These alerts are presented to the user when they open a line of credit account and they’re rule-based, granting you control over when they’re presented to your users.

What’s Fixed

  • We updated the defaults regarding email notification enrollment for newly created agent users. Previously, agent users were enrolled in all email notifications by default when they were created. Now, agent users need to be enrolled manually.
  • We fixed an issue in which clicking the ‘See More’ button on a customer profile within the Smart Panel would do nothing. Now, clicking that button will take you to the customer’s profile as intended.
  • We fixed an issue in which clicking the ‘Make a Payment’ button on the Statements page within a line of credit account would do nothing. Now, clicking that button will take you to the payment creation page as intended.
  • We fixed an issue in which the apply date selection popup window was not being fully displayed when creating a notice-type note on a line of credit account. Now, the date selection window is being displayed correctly and in full.

April 7, 2025


What’s New

  • We added the ability to provide a metadata object to transactions made on loan and line of credit accounts. Now, the "metadata" field is included as an option when creating or updating transaction information. Please note that the "metadata" field does not allow for pre-serialized JSON. The "metadata" field is now available for the following transactions:
    • Loan accounts
      • Payments
      • Charges
      • Advancements
      • Credits
      • AutoPays
      • Funding transactions
    • Line of credit accounts
      • Payments
      • Charges
      • Advancements
      • Credits
      • AutoPays
      • Funding transactions
      • Swipes
  • We added the ability to provide immediate destination and origin information when creating and using a Nacha payment processor configuration. Previously, Secure Payments used a Nacha processor’s routing number value as the immediate destination and the company ID as the immediate origin as defaults. Now, immediate destination and origin is configurable.

What’s Fixed

  • We fixed an issue that occasionally caused the Automations tab of the Smart Panel to display as empty. Now, this tab displays available Quick Actions more reliably.

March 31, 2025


What’s New

  • We updated the loan_status_archive database table to include a new effective_interest_rate column that stores a loan’s current, daily interest rate. This rate is updated daily during LoanPro’s Daily Maintenance process, and it considers the loan setup rate, schedule roll configuration, interest rate changes, and interest suspensions.
  • You may notice some new fields and settings appear in the platform related to rewards. These changes are part of an early rollout and won’t impact your tenant or operations. No action is needed on your part. We just wanted to keep you informed as we build toward a full rewards solution.

What’s Fixed

  • We fixed an issue wherein recurring charges were not being applied to line of credit accounts when expected. Previously, recurring charges that use “Payment Reversed” or “Swipe Created” event types as a trigger were not always resulting in a charge being applied to a qualifying account. Now, all recurring charges are applied to line of credit accounts as expected.

February 24, 2025


What’s New

  • We expanded the existing list of columns that can be selected within the line of credit manager. The following columns were added:
    • Percent Credit Utilization 
    • Billing Cycle Due Date
    • Remaining Minimum Payment
    • Linked Accounts Total Balance
    • Highest Credit
    • Remaining Statement Balance
  • We added the ability to create loans with a $0.00 balance as long as one of the following is met: the account uses an interest only loan calculation type or a configurable payment schedule exists and sets a determined payment amount. Previously, $0.00 balance accounts could not be created. 
  • We added the ability to export data from the Credit Utilization Report for line of credit accounts.
  • We expanded the list of customer roles to include “Authorized User”. Previously, a customer profile could have a role of “Primary”, “Secondary”, or “Additional”. Now, you can set a customer profile as the “Authorized User” of a loan or line of credit account.

What’s Fixed

  • We fixed an issue that was restricting configurable payment schedule imports from validating. Now, all configurable payment schedule imports validate properly.
  • We fixed an issue that was limiting the available email enrollment options a new Agent User was granted access to an environment. Now, all email enrollment options are displayed and available for new Agent Users.

February 10, 2025


What’s New

  • We added the ability to provide a nickname when creating a payment profile via the Customer Portal.

What’s Fixed

  • We fixed an issue in which statuses were not updating for some payment transactions processed via ACHQ. Now, all ACHQ payment transactions are updating normally.
  • We fixed an issue that was causing customer generation code values (Jr., Sr., IV, etc.) to be set as “none” when creating cards via Visa DPS. Now, generation codes are not updated when creating a card.

February 3, 2025


What’s New

  • We expanded the Smart Panel customization options to allow users to customize Smart Panels for line of credit accounts. Previously, Smart Panel customization was only available on installment loan accounts. Now, you can add or remove the following widgets from view on line of credit accounts:
    • Smart Checklists
    • Portfolios
    • Linked Accounts
    • Notes
    • Customers
    • Action & Results
    • Documents
    • Source Tracking
  • We increased the maximum allowable credit limit for line of credit accounts from 10,000,000.00 to 99,999,999,999.99
  • We expanded the card management options available when updating a card’s status via the LoanPro API. The Manage card status request now provides the following card status options:
    • Pending emboss
    • Pending activation
    • Active – reissued
    • Active – virtual only
    • Active
    • Inactive
    • Lost
    • Stolen
    • Expired
    • Blocked
    • Canceled

What’s Fixed

  • We fixed an issue that was allowing users to create cards for issuers that had been inactivated within Secure Payments. Now, cards cannot be created for inactivated issuer accounts. 
  • We updated the default active/inactive status for line of credit document uploads. Previously, documents uploaded to a line of credit account defaulted to inactive. Now, documents default to active.