Coming Soon!

  • Notes & Activities Improvements – We’re enhancing how notes, documents, and activities are organized to make reviewing deal history faster and easier.

  • User Management Updates – Enhancements to user management are on the way to give administrators more control and flexibility.


Features

  • AI Assistant: You can now reset your conversation at any time. We’ve also made a few small improvements to enhance the overall experience.


    Need to contact support directly? Simply go to My Account and click Contact Us to access the support form.

  • Forms Enhancement – Customer & Co-Applicant Fields: Forms now capture Middle Name, Driver’s License Number, Driver’s License Expiry Date, and Birthday for both customers & co-applicants, ensuring accurate integrations, compliance, and correct printed forms.

    Middle Name also displays on Full Disclosure and Worksheet


Fixes

  • Behind the Scenes: We’re working on behind-the-scenes enhancements that make your experience smoother and more efficient—even if you don’t see them directly.


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