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October 20th, 2026 Release Notes

Versions: v62.1.0, v62.1.1

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Written by Julie Murinka

New Features and Enhancements

  • Loan officers can now add realtors and partners directly from the Edit Loan and Start Loan pages, including a modal for quick partner invitations. Team Settings also includes an "Add Realtor or Partner" option for streamlined partner management.

  • Company admins can now control whether loan officers can edit their own state licenses through a new permission checkbox in the Users settings.

  • Enhanced bank statement autofill data extraction

System Fixes

  • Resolved an issue where Credit Authorization PDFs were being duplicated when sent to LendingPad.

  • Fixed an issue that prevented the Prospects page from loading when a team license was missing its state code.

  • Removed duplicate "Add New Doc" button that was appearing on mobile devices in the borrower portal.

  • Improved Apply Now configuration performance.

  • Fixed an issue where custom loan purposes created through the API were not displaying correctly in the borrower application.

  • Resolved additional performance issues in the Apply Now configuration system.

  • Resolved an issue in AI Autofill where connecting bank accounts would redirect back to the search screen instead of displaying the connected accounts.

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