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What’s New

• The look and feel of the LoanPro UI has been updated, improving the visual experience of LoanPro without changing any existing functionality.
• Integrated with Cybersource as a debit and credit card payment processor. Users can now use Cybersource to process payment and funding transactions through LoanPro.
• Expanded the Event-Based Notification tool to include Smart Checklist status changes to the list of events that can trigger a notification. Notifications can now be sent automatically when a checklist status is updated.
• Added a new function to the Simple Roll Schedule tool that allows users to overwrite existing schedule rolls when creating a new one. If selected, the overwrite function will add a new schedule roll without interrupting existing schedule rolls. This addition eliminates the need to apply multiple new schedule rolls to alter accounts with an existing schedule.
  • To support the new functionality, a new "overwrite" payload parameter has been added to the existing Basic Schedule Roll endpoint:
    • /Loans({id})/Autopal.CreateBasicRollSchedule() ↗
• Added the ability to use a static carried balance fee for the interest accrual on line of credit buckets instead of a percentage amount. This addition uses brackets to determine the fee amount, allowing users to automatically apply predetermined fee amounts to accounts that have carried balances.
• A new icon is now displayed next to Agent Walkthroughs that do not qualify for use on a loan within the Smart Panel and Loan Summary tiles. This update improves the agent experience by visually communicating whether an Agent Walkthrough can or cannot be opened on the loan.
• A new NACHA file version was added to Secure Payments, expanding the available options to V1 and V2.
• LoanPro’s databases have been updated from MySQL version 5.7 to version 8, improving performance and reliability, as well as introducing support for additional SQL syntax.
• The list of information stored within the Audit Trail for line of credit accounts was expanded, providing a broader range of account history and visibility.
• The formatting of CPA-005 V2 files has been updated to improve readability. CPA-005 V2 files now left-aligns account numbers and uses spaces in place of zeroes.
• Added the ability to label API tokens. This addition allows users to provide context to their API tokens, such as access level or integration information.
• Improved the accuracy of the list of Canadian bank institution numbers shown to users when creating a payment profile.

Bug Fixes

• Fixed an issue that caused interest to erroneously accrue on loan accounts with a $0 balance if the account included an interest adjustment.
• Made an adjustment to how context engine variables display on Agent Walkthrough data pages.

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What’s New

• Borrowers can now reset their passwords themselves using the new “Forgot your password?” feature on the Customer Portal login page.

Bug Fixes

• Fixed an issue with the Finicity integration where account transactions couldn’t be retrieved if a newly connected account didn’t have a “Last Transaction Date.” This update ensures that transaction retrieval is uninterrupted, even with incomplete account details.
• Increased the width of “Rule” fields on certain pages to make them more readable and user-friendly.
• Adjusted the layout of the “results per page” text on tables like the Loan Manager and Line of Credit Manager. The text is now properly aligned with the dropdown menu for a cleaner, more organized look.
• Previously, Line of Credit information alerts were showing too frequently, even when there was no actionable issue. These alerts have now been adjusted to only appear when necessary, reducing unnecessary notifications and improving user experience.
• Fixed an issue where changes made to Custom Fields associated with collateral in rapid succession would occasionally fail to save. This update ensures that all changes to Custom Fields save successfully.