đ ď¸IMPROVEMENTS
Added confirmation prompts before revoking or deleting an API key in Settings > API Keys. The prompt names the key, and revoking warns that any integration using it will stop working immediately.
Improved Sonar Apex responsiveness. Assistant messages are acknowledged right away, duplicate submissions are blocked, and less behind-the-scenes work is done during AI runs.
Denied (Auto-Adverse) letter emails now have their own notification category, so they can be managed and reported on separately from Incomplete notices.
Disclosure package previews are now recorded in the audit trail, even when the package isn't sent.
Updated the v1 API:
Create Loan no longer requires
loanNumber. Sonar assigns the loan number, and Create Loan now requires the same minimum fields as creating a loan in the LOS.Starting an Apex run (
POST /api/v1/loans/{loanId}/apex/run) now uses a dedicated Run Apex permission that can be granted to API keys. Existing keys that call this endpoint need Run Apex added.Assignee is now optional when creating loan tasks through the API or MCP tools. Unassigned tasks show as Unassigned and can be assigned later.
đNEW FEATURES
Added the Apex Task Workspace for lenders using Sonar Apex:
A task queue for the loan's current milestone, most urgent first, with filters for owner, milestone and Open/Completed.
Task cards explain why each task exists, which conditions it clears and what's left to do. Ticking a requirement completes it (and can be undone), and Complete task closes the task and its linked conditions.
Ask Agent on a task card gives guidance on the task without changing the loan. Run Apex has Apex work the task for you.
Apex's Income, Credit, Cash to Close and Collateral findings live in the loan's Financial Details > Apex AI panel and expand in place, so you can check them against the loan without opening a pop-up.
Added required tasks to milestones. A milestone can't be completed while a required task is still open, and the Milestones Checklist shows how many required tasks are holding it up.
Added AI objective versioning in Settings > AI Objectives:
Versions move from Draft to Published to Active. Clone a version to create a new draft.
Making a version Active applies to new work only. Existing loans keep the version they started on.
Admins can pick a version on a loan's Apex Analysis tab to compare results across versions.
Added the Security Audit Event Feed:
A new Settings > Security Audit Feed page with Live and Date range views. Filter by user, event category and event type, then expand any event for full detail.
A SIEM pull API so your security team can bring audit events, including sign-ins, permission changes, user actions and AI agent actions, into tools like Splunk.
Enabled per tenant on request. Access is controlled by the Audit Events entitlement.
đ Bug Fixes
Fixed DU and LPA submissions sometimes sending the wrong foreclosure answer. Exports now use the borrower's current declaration answer.
Fixed DU and LPA submissions dropping bankruptcy chapters when a borrower selected more than one, such as Chapter 7 and Chapter 13.
Fixed the POS Purchase Price field showing an invalid-value message when a valid amount was entered with the Enter key.
Fixed DocMagic predisclosure package generation failing with a timeout error when DocMagic was slow to respond.
Fixed the login page briefly flashing a header and shifting the sign-in form while loading.
Fixed the Stop Objective button on a running Apex objective being unreadable in dark mode.