A new Auto-Lock Rules settings page has been added under Workflow settings. Administrators can define expression-based rules that automatically lock specific loan fields, preventing edits by users while still allowing changes through Loan Actions. Rules can be configured with custom expressions, field selections, and enable/disable toggles. Auto-lock rules are now applied across all major Loan Editor pages including Property and Loan, Borrowers, Fees, Underwriting, Tasks, Closing, Activities, and Lead.

Users with the appropriate permission can now import loans from MISMO 3.4 XML files directly from the Pipelines page. The new "Add Loan" button opens a guided three-step wizard: upload the MISMO file, review parsed borrower, loan, and property data, then register the loan in Optimus.

A new Anticipated Closing Date field has been added to the Closing Information section of the Loan Editor. This date field is also available in the expressions engine for use in automated workflows and checklist rules.

A new "Preferred Sub Company" checkbox is now available in the Sub-Companies settings under General. This designation is available in expressions and can be displayed as a column in Pipelines.

Pipeline configurations now support sorting expressions and result limits. Administrators can add one or more sorting expressions with ascending or descending direction to control the display order of loans, tasks, or conditions. An optional result limit can restrict the number of items shown, allowing workflows like showing only the highest-priority item to each user.

Extraction fields and document associations are now accessible directly from the Document Preview when viewing documents attached to tasks. Users with appropriate permissions can view and edit extracted data without navigating away from the task workflow.

The Changed Circumstance (CIC) workflow for Loan Estimates now includes automated snapshot creation and aggregation. The system captures fee change snapshots when CIC reasons are applied and uses them during CIC LE bundle generation to ensure accurate disclosure of changed fees.