During the scheduled maintenance window, we released the following items to the production environment with new features, services, and enhancements.
Lenders
Social Media Marketing Subscription Page
- Updated to reflect new marketing features.
- For more information, click HERE.
Social Media Compliance
- User Interface has been updated to remove visibility for the following deprecated services: Discovery, Real Time Alerts, Social Account Connections and SEO Listings.
Investor
Financial Statements Added to Global Financials
- Investors can now automate financial statement requirements at the global level.
- This option allows investor to request all three (3) financial documents in a single request (Balance Sheet, Income Statement, and Statement of Cash Flows).
- Important Notes:
- We strongly encourage partners take advantage of this feature as it is similar to the client library. If the client has already provided the same document and time period, the client will not be requested to supply the same documentation again.
- If Balance Sheet, Income Statement, and Statement of Cash Flows are requested separately and lender uploads financial statements, the three separate placeholders will not be satisfied.
- For more information, click HERE.
Financial Statements added to Client Financials
- Investors can now automate financial statement request at the client level.
- For more information, click HERE.
Financial Statements added to Questionnaires
- Investors can now automate financial statement requests within their questionnaires.
- Please Note: We strongly encourage partners take advantage of this feature as it is similar to the client library. If the client has already provided the same document and time period, the client will not be requested to supply the same documentation again.
- For more information, click HERE.
- Please Note: We strongly encourage partners take advantage of this feature as it is similar to the client library. If the client has already provided the same document and time period, the client will not be requested to supply the same documentation again.
Enhanced Navigation - Client Channels Redesign
- Enhanced navigation and updates appearance which allows users to see all current settings for clients associated with multiple channels and eliminates clicks.
- Eligible to apply is now visible. The ability to edit and use this feature is coming in a future release.
- For more information, click HERE.
Bug Fixes
Application Board Export
- Export is now fully functional when filtering list.