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v155.1 - 11/10/2025 Release Notes

v155.1 - Release Notes

Updated this week

New Enhancements Now Available:

Copy Documents to Another Loan

  • Users can now select multiple documents from a loan's document list and copy them to another loan belonging to the same borrower. A new "Copy Documents" action appears when documents are selected, opening a modal that displays the selected files and a searchable list of the borrower's other loans (matched by SSN). Document metadata including type, upload date, and uploader information is preserved during the copy. Access is controlled through a dedicated CopyDocumentsToAnotherLoan permission claim.

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