Release Notes - November 4, 2026

Summary

This release improves reliability and usability across Market, Comply and Control Panel. The daily post-sale action summary email now lists the 50 most recent requests with a link to the full list and sends each recipient's email separately, preventing oversized emails from leaving portfolio uploads stuck. Portfolio Detail contact pills now show each contact's actual title. Comply adds a Rejected Documents report to Document Registration. Control Panel gains an Invoice Displayed Business Name field for invoices, a more responsive Bank Account modal, an updated Save button that helps users avoid leaving without saving, and clearer Licenses table labels.

Market

• We changed the contact pills on Portfolio Detail to show each contact's actual user title instead of the fixed Sales Director / Success Manager label. Contacts without a title keep the previous label, and the order of the contacts for Funded and non-Funded portfolios is unchanged.
• We changed the daily post-sale action summary email to list the 50 most recent requests, with a "Showing the 50 most recent of N requests" link to the full list. Before this change, a very large email could exceed the message size limit, interrupt a background process and leave portfolio uploads stuck. Each recipient's email is now sent on its own, so one failure no longer stops the others.

Comply

• We added a Rejected Documents report to Document Registration, and the Actions report icon now opens both Missing Documents and Rejected Documents. The PDF lists each rejected uploaded document with its category, document section, file name, rejected date and reason, grouped by category and section.

Control Panel

• We updated the Bank Account window in Control Panel so that it reloads its data as soon as the data is updated.
• We updated the Save button on the Control Panel Client Profile and Business pages so that users can save their changes without scrolling to the end of the page. Users had to scroll to the end of the page to save and could forget changes made near the top.
• We updated the Licenses table on the Agency Business Information screen in Control Panel. The edit and delete column now has an "Actions" header, and "Id" is now shown as "ID".
• We added an Invoice Information section to the buyer and seller Business Information page in Control Panel, with a new "Invoice Displayed Business Name" field. When this field is filled in, the business's invoices show this name instead of the registered business name.

Release Note 20261104