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2017-09-25 - Release Notes

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Important New Features

  • We've updated the footer of the Opportunity page to include the product name at the bottom, updated the labels, and streamlined the styling.
  • We've added the ability to rename both scenarios in the Scenario Builder and loans within an opportunity on the Opportunity Screen.
  • We've added an interest expense breakdown to the Financial Statements.
  • We've added a field for Percent of Revenue to the Servicing Channels at the Product level.



  • Fixed an issue related to case sensitivity and SSO logins.
  • Fixed an issue with loading cached opportunities with fixed rates.
  • Fixed an issue where we were showing different balloon payments on the opportunity screen and on the amortization table.
  • Corrected a spelling error in the Standard Products Set.



  • Improved loan processing for Relationship Awareness clients who don't send a Maturity date for loans. Previously, we would not calculate FTP numbers in this case.
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