During the scheduled maintenance window, we released the following items to the production environment with new features, services, and enhancements.

Investors

New Solution Center 

• We have enhanced and replaced the Company Information page with the new Solution Center with a completely revamped layout where investors can promote their brand and showcase their products and services.  
• This new enhancement will provide Investors more customization, and more information for prospective clients.
  • For more information, click HERE

Solution Center New User Permission

• A new user permission, ‘Group’ was added, called Solution Center 
• A new user permission, ‘Manage Solution Center’ was added.
• For more information, click HERE

Enhancement – Application board

• Investors can now approve a client in multiple channels from the Application board. 
  • For more information, click HERE

Enhancement – Prospect Board- show all pre-filtered values

• Previously users had to select ‘show all filters’ to view all available filters and this enhancement will now show all filters available as a default.
  • For more information, click HERE

Lenders

NEW – Solution Center 

• The Partner tab was replaced with the new Solution Center to make it easier than ever to find and connect with the right investor.
• New Filters added with lender’s needs in mind to find the perfect Investor lenders are looking for!
  • Tags 
  • Loan Programs 
  • All Investors/My Investors  
• “Apply Now” tab was added within each investor profile for lenders to apply to investors.
• Please Note-Users who want to apply to investors in the Solution Center must have the 'Application' user permission. 
  • For more information, click HERE