• Improved relationship owner logic for clients who manually merge relationships owned by multiple lenders.


Bug Fixes

  • Fixed an issue where swap rates were reporting as not available for certain loan configurations where the swap rate should've been available. 

  • Fixed an issue where relationship updates to Salesforce relationships were being blocked in certain cases.

  • Fixed an issue where users without the regional "Approve Loans" right were able to change opportunity stages to "Awaiting Approval" status from the Opportunity Grid.

  • Fixed an issue where the incorrect field tag color appeared for lines of credit with multiple commitments.