đ ď¸ IMPROVEMENTS
Improved loan worksheets:
Worksheets are now preserved on the loan file instead of being replaced each time a new one is generated, so you can keep multiple scenarios side by side
Email a worksheet to the borrower directly from Sonar â preview the drafted email first, then send it with the worksheet attached
Worksheet generation and every worksheet email are recorded in the audit trail
Added a configurable entitlement for deleting loan documents, so your organization can control which roles are allowed to delete system-generated documents. Existing permissions are unchanged unless the entitlement is configured.
Refreshed the login page â the header no longer flickers on load, the form layout is cleaner, and the blank screen that appeared while the app started up is gone.
Refreshed the pipeline grid on desktop with clearer header and row hierarchy, consistent status pills, and a proper empty state.
Moved the Help Center into the left navigation and removed the app footer, so help is always one click away from wherever you are.
Added a permission that lets admins edit a loan in any status, including terminal and archived loans.
đ NEW FEATURES
Added support for business entity and trust borrowers:
Choose Individual or Business when adding a borrower, with a dedicated entity field set and new roles including Guarantor and Authorized Signer
Credit ordering pulls the individuals attached to the loan â guarantors and co-signers â and skips the entity itself
Run AUS on entity loans, with clear validation when something is missing
HMDA reporting handles entity borrowers correctly and excludes guarantors from demographic data
MISMO and DocMagic exports carry EIN taxpayer type, guarantor party role, authorized signer, and vesting details
Disclosures, the URLA, worksheets, and letters all generate for entity loans
Trust support includes trust vesting, trustee linkage, rider documents, and the Certification of Trust at closing
Pricing requests now include business and trust borrower details
Added APOR (Average Prime Offer Rate) support for HMDA reporting.
đ Bug Fixes
Fixed password field alignment and corrected Help navigation.
Fixed an error on point-of-sale pages that could occur when a workflow view couldn't be matched.