New Features & Products

  • We're excited to announce that we're beginning our rollout of PrecisionLender L3, which will allow you to download .csv reports from PrecisionLender, and which will be faster to run than our Data Feeds. This feature will be available for some clients immediately, and we'll be working to get access for more clients in future. As part of this change, we've added new Security Profile permissions for PrecisionLender L3. Admins will need to enable these permissions for their users to access PrecisionLender L3. 
  • We've added the Multiple Users Editing The Same Opportunity Alert skill to the Andi Gallery. This skill will warn you if multiple users are editing the same opportunity, and it'll be available by default to all clients. 


Bug Fixes 

  • We've fixed a bug where if you set up a product with a funding package override, then deleted your funding package, your product would no longer load correctly.
  • We've fixed an issue where the funding package override feature wasn't working for deposit products.
  • We've fixed an issue causing an error message to appear when you tried to load the Relationships Grid
  • We've removed the ability for your browser to save and remember your PrecisionLender password
  • We've fixed an issue where the Spread Reset Frequency for adjustable rate loans would display duplicate errors instead of just one
  • We've fixed a bug that sometimes caused loading issues on the Opportunity Dashboard