Release Notes – July 15, 2026

Summary

This release improves Marketplace navigation, media handling, post-sale notifications, Comply workflows, and Control Panel usability. Portfolio Manager now manages quick filters more consistently, Account Details displays cleaner file names, and media uploads are faster, more reliable, and easier to track. Media naming conventions also support spaces in Loan ID and Document Type values. Post-Sale request creation now generates a dedicated notification grouped by portfolio, and auto-attachment notifications no longer include unattached ZIP files.

General

Fixed Bugs in General

We fixed the Internal Notification page screen layout issue where page content was misaligned, correcting the display to match the expected design.

Market

We updated quick filter behavior in Portfolio Manager so the active filter is cleared when the user navigates to a different menu page, but is preserved when returning from a portfolio detail view — previously the filter persisted across all navigations and could leave users on an empty, zero-result list.
We changed the file name display in Account Details to show only the filename, removing the full folder and zip path prefix that was making the media files grid difficult to read.
We improved the media file processing workflow to provide faster, more reliable uploads and clearer tracking throughout the process.

Fixed Bugs in Market

We fixed a bug where an error occurred on the first access to the bulk attachment and respond page.
We fixed a bug in the “Requested by” filter where an empty option with no data appeared.
We fixed a bug where saving a Forward Flow bid failed with an unexpected error when the month field contained a decimal value.
We fixed a bug in Forward Flow creation where the system was adding one extra day to the start date — the initial date is now saved exactly as entered by the user.
We fixed a timeout bug that prevented post-sale dashboard values from updating correctly.

Comply

Fixed Bugs in Comply

We fixed a bug on the document setup screen where the button to navigate to the second page was not functioning correctly.
We fixed a bug in Compliance Document Registration where document categories were not filtered by the business’s country, causing all documents and fillable forms to be displayed regardless of the user’s location.
We fixed a layout bug in the Security Measures Questionnaire where two-line field labels were overlapping with their corresponding values.
We fixed a bug in Audit Detail where adding a comment failed with an error.
We fixed a bug in Comply DSS where opening a survey details page incorrectly redirected the user to the Market instead of keeping them within the Comply section.

Control Panel

We updated the bank account page layout to equalize card heights per row, correcting the uneven display caused by fields with varying content lengths.
We updated media file naming rules to support spaces in Loan ID and Document Type values during automatic attachment.
We created a new dedicated notification for Post-Sale request creation — previously this event was bundled into the summary notification, and it is now sent as a standalone notification grouped by portfolio for both internal and external users.
We updated auto-attachment notifications to exclude unmatched files contained in uploaded ZIP archives.

Fixed Bugs in Control Panel

We fixed a bug in Business Information tab in Control Panel where the Replace Logo upload showed no image preview — users can now see both the current logo and the newly selected image before saving.
We fixed a bug where selecting the “Include Buyers” in Buyer Bid Access tab immediately reverted back to “Exclude”, preventing users from adding clients to the buyer access list.
We fixed the layout of the “save the business before adding contacts” message to match the correct design size in Business Information Tab