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.

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