Lendr has joined Mortgage AutomatorRead the announcement to see what's next.
Read moreLendr has joined Mortgage AutomatorRead the announcement to see what's next.
Read moreNew features and improvements we've shipped to Lendr. Updated weekly.
You can now clear an estimated completion date on a loan or draw when it's no longer applicable, instead of being forced to enter a placeholder value.
Contacts can now be synced with HubSpot, keeping your marketing and CRM data aligned with borrower and lead records.
You can now attach a vendor to a loan directly through the API, making it easier to integrate vendor management into your own workflows.
Reconciliation reporting for Stripe transactions continues to be enhanced, giving lenders clearer visibility into payment processing activity.
Custom formulas can now be used in loan calculations, letting you tailor how loan values are computed to fit your process.
Calculated Custom Fields: Formula-Driven Loan FieldsCreate and reuse form templates to speed up document generation across loans.
Form Templates: Filling Fixed-Layout PDFsDocusign fields now display human-readable names and support additional data source mappings for more accurate document generation.
How to Prefill DocuSign Fields with Loan DataDraw delay emails now include the loan's origination date and last draw date for better context.
The AI assistant gains chat API access, a Slack integration, and more natural conversational responses.
Further refinements to the HomeGenius integration and its user interface.
HomeGenius Valuations: How Ordered Reports Come Into LendrBorrowers can submit draw requests, including required photos and documents, from a mobile app, with lenders able to set per-item media requirements.
Payment reminders are now sent based on the loan's collect-on date.
Schedule Payments using "Collect On"Wrapped charges now appear in the current balance display, giving a clearer picture of what's owed on a loan.
How to Wrap Charges or Fees Into the Loan BalanceBrowse a library of support articles directly within the platform for self-service help.
The loan opportunity API now checks whether a loan already exists before creating a duplicate.
When completing a loan, view a detailed settlement breakdown that includes any principal adjustments.
How to Complete or Pay Off a loanMulti-value custom fields now display one entry per row, making them easier to read and edit.
Inspectify integration now shows clearer error messaging when something goes wrong.
Assign an owner to each broker and manage broker-owner assignments directly within the platform.
Loan officers can no longer move loans between locked pipeline stages or perform other restricted actions, keeping loan progression under control.
Continued improvements to the AFX integration.
Documents can now be uploaded via API, enabling automated document submission from external systems.
A new API endpoint allows checklists to be imported programmatically, simplifying setup for loans with standardized document requirements.
Investor transaction history can now be imported in bulk, making it faster to bring historical investor data into Lendr.
Lenders can now move multiple loans into a fund at once, with an option to backfill the effective date, saving time on fund management.
A new Doss integration lets lenders generate and manage closing documents directly within Lendr.
Brokers can now access loan and application data through a new API, enabling deeper integrations with broker-side systems.
Loan products can now be configured with a default interest rate, pre-filling rate fields to speed up loan setup.
Payment swap matching now works down to the penny, reducing mismatches and the need for manual reconciliation.
Further improvements to automatic Sitewire draw and payout handling make hands-off fund transfers more reliable.
Sitewire Construction Draw IntegrationLenders can now set up multi-tier approval chains for draw requests, requiring specific approvers at each funding threshold before funds are released.
Tiered Draw ApprovalsBorrower column visibility choices are now saved as stored preferences, so the selected layout stays consistent across sessions.
Automated SMS messages can now be sent to team members based on loan events, keeping staff informed without manual follow-up.
Custom fields can now be configured to show or hide based on conditions, keeping loan forms cleaner and more relevant to each situation.
Lenders can now track interest earned on deployed capital for investors, giving clearer visibility into fund performance.
Deployed Capital Interest (Standby Capital)Investors now have additional configurable options when submitting or reviewing draw requests, giving lenders more control over the draw workflow.
When declining a draw request, lenders can now record a rejection reason and save it as a reusable template for future draws, speeding up the review process.
Lenders can send an additional one-time email blast to targeted recipients directly from Lendr.
How to Send a Mass Email to all Borrowers/all Investors?Automation emails can now reference vendor types, enabling more targeted messaging to the right recipients.
Import Word documents directly into the document editor, with improved formatting fidelity plus new editing tools like Find/Replace and wrap mode.
Importing Word Documents into Document TemplatesSplit a single payment across multiple charges or loans from anywhere payments are applied, not just select areas.
How to Split a PaymentApply regular payments and lump-sum payments directly from the loan servicing screens.
Applying a Lump Sum PaymentAutomations can now include a file picker step, letting users select files as part of an automated workflow.
Save progress on a loan application and return to finish it later.
Superseded payouts are now automatically voided instead of sending a duplicate resend invitation.
Customize the loan days variable used in interest calculations for greater accuracy across loan types.
Add custom tags to loans, including completed ones, to make organizing and finding loans easier.
How to Add or Remove TagsChoose which uploaded photo displays as the primary image for a loan listing.
Set late fees to recur automatically on delinquent loans instead of applying them manually each time.
Daily or Recurring Late FeesMap broker information to document data sources so generated documents pull in accurate broker details.
Emails can now be scheduled to send at a future date and time instead of immediately.
Schedule an Email to Send LaterExports now include investor IDs, and redundant reports were removed for a cleaner reporting experience.
Custom fields now accept negative numbers, giving more flexibility when tracking loan data.
The loan tape report now includes interest paid and charges paid columns for a fuller view of loan performance.
Borrowers can now accept terms with a click directly within the embedded USIO payment flow.
A downloadable template makes it easier to prepare and import loans in bulk.
Connect Google Drive to store and manage loan documents directly from the platform.
Document Backup Integrations (Google Drive, OneDrive & Dropbox)Automations can now automatically assign a loan officer, reducing manual routing steps.
Set a default recipient (such as Fee Revenue) for charges, with a reorganized preferences area for easier configuration.
A new column shows notification status for each borrower, making it easier to track outreach at a glance.
A new dedicated page lets you browse and manage available third-party integrations in one place.
Trigger and connect automations using webhooks, making it easier to link workflows with outside systems.
Connect Lob to automate physical mail sending directly from your loan workflows.
Lob Print & Mail Integration (Certified Mail & Demand Letters)Site-wide announcement banners have been extended with additional handling for related notifications.
The loan overview page fields can now be customized to show the information most relevant to each lender.
How to Customize the Loan OverviewAutomatic reminders can now be sent for upcoming loan reserve payments, helping keep reserves funded on time.
How to Set Up Reserve Payment Reminder EmailsA banner now warns when a potential duplicate investor record is detected, helping avoid duplicate entries.
Set up waterfall distribution structures for investor payouts, including supporting images for each distribution step.
Applying a Waterfall to Investor EarningsLoan funding notification emails are now sent to co-borrowers in addition to the primary borrower.
Configure draw funding as gross or net at the product or loan level, preview borrower proceeds and fees before approval, and keep edited draws and payouts financially aligned.
Broker portals can now be branded with a lender's own look and feel instead of default styling.
Completed loan applications can now be exported as a PDF for recordkeeping or sharing outside the platform.
Downloading a Completed Application as a PDFLenders can now configure insurance requirement settings for loans, helping enforce coverage expectations consistently.
Loans can now be marked with a dedicated closed status, making it easier to track fully completed loans separately from active ones.
Hovering over a loan now shows available credits in a tooltip, making it easier to see credit balances without navigating away.
Uploaded videos now automatically generate thumbnail previews, making it easier to identify files at a glance in document lists.
Brokers now have their own portal for submitting and tracking loans, streamlining collaboration between lenders and brokers.
Broker Portal: OverviewDefault onboarding documents have been updated, giving new accounts a more complete starting document set.
A new report lets lenders review charges across loans in one place, making it easier to audit fees and accrued interest.
API keys can now be created with either read-only or read-write permissions, giving finer control over integration access.
Documents nearing or past their expiration date now display a visual icon, making it easier to spot items that need renewal.
Lenders can now generate and send proof of funds letters directly from the platform.
How to Manually Create a Proof of Funds LetterBorrower documents can now be attached and viewed directly within opportunities, keeping related files together earlier in the pipeline.
Help center articles can now be exported to PDF for easier offline reference or sharing.
Draw requests can now be organized in a specific order, making it easier to track and process them sequentially.
Borrowers who haven't accepted their portal invitation now receive automatic reminder emails, reducing the need for manual follow-up.
Send Borrower Portal Invites with AutomationsThe servicing page now includes a loan number column, making it easier to identify and reference loans at a glance.
Funds now display a calculated return on investment, giving investors a clearer picture of fund performance.
Lenders and borrowers can now add comments directly on draw requests to communicate about status and details.
Can Borrowers Share Comments or Links on a Draw Request?Saving a loan application as a draft now also preserves any documents already selected, so nothing has to be re-attached when resuming later.
The loan application can now be embedded directly on a lender's own website via an iframe, letting borrowers apply without leaving the site.
Embedding the Loan Application on Your WebsiteWhen a borrower has only one entity on file, the application now presents it in a simple dropdown for faster selection.
Driver's license information can now be captured and processed automatically, reducing manual data entry during borrower verification.
Borrowers and lenders can preview PDF and JPEG documents right in a pop-up window without downloading them first.
Loans can now be found quickly by searching directly for their loan ID.
A new dashboard widget shows accrued interest charges at a glance, giving a quicker view of loan activity without running a separate report.
Lenders can now share specific documents and borrower profile files directly with borrowers through the portal, making it easier to keep them informed.
Sharing Documents with BorrowersLenders can now assign specific dollar amounts to individual investors rather than only percentage-based allocations.
Borrowers can now view their draw requests in a read-only mode, keeping them informed of status without the ability to alter submitted requests.
Borrowers and lenders can now specify a reason when submitting a payoff request, providing more context during the payoff review process.
Lenders can now pull property listing data directly from Realtor.com, reducing the need for manual lookups.
DocuSign envelopes can now be triggered automatically based on loan events, reducing manual document sending steps.
Automatically Send DocuSign Templates with AutomationsProperty listing alerts now automatically record relevant listing data against the loan, keeping property status information up to date.
Property Alert AutomationsThe fund distribution page now shows a chevron to reveal hidden transactions, sorted in descending order, for a clearer view of distribution history.
CSV exports now include a company column, making it easier to identify records by organization when reviewing data outside Lendr.
A new automation history log shows every automated action taken on a loan, including the exact text and emails that were sent.
Automation Activity LogsLenders can now add a cross-collateral condition to loans, making it easier to document when multiple properties secure a single loan.
How to Add Cross Collateral or Second Property to a LoanLegal description documents can now be generated automatically, saving time compared to manually drafting them for each property.
Non-Dutch draw requests now include a button to apply available funds directly, streamlining how draw balances are managed.
Borrower and loan data can now be mapped directly into SignWell documents, so signing packets populate automatically with the correct details.
Lenders can now customize the reporting month used for personal financial statements, giving more control over how borrower financials are evaluated.
Investors can now see available capital for payouts directly on the fund investor view, making it easier to plan distributions.
Emails that are CC'd on loan correspondence are now automatically captured into the loan's communication history, keeping records complete without manual forwarding.
Loan checklists now include entity-specific LLC document requirements, so lenders can track exactly which paperwork is needed for each borrowing entity.
Sitewire syncing now avoids overwriting data when updates happen at the same time, keeping records consistent across systems.
More tag color options are now available, making it easier to visually organize and distinguish borrowers, contacts, and insurance records.
How to Add or Remove TagsYou can now add a new borrower directly from the loan creation form without leaving the page, speeding up loan setup.
A banner now highlights the Aspen BPO integration, making it easier to discover and order property valuations directly from the loan.
Aspen Field Services IntegrationLenders can now retry payments that were previously paused, without needing to recreate the payment from scratch.
The report builder now includes a median loan size metric, giving lenders another way to analyze their loan portfolio.
How to Create and Customize Loan ReportsTurning off notifications for a borrower now also disables text messages, ensuring notification preferences are applied consistently across channels.
Draw requests can now be submitted multiple times on the same day, and a pending draw counter now shows outstanding requests at a glance.
Custom fields for borrowers and investors can now be created or updated directly, giving lenders more flexibility in managing custom data.
Custom Borrower and Investor FieldsPayments can now be automatically marked as paid when qualifying conditions are met, reducing manual servicing work.
Specific documents can now be automatically shown or hidden depending on the loan's current stage, keeping document lists relevant to each step in the process.
Word documents uploaded to Lightning Docs are now automatically converted to PDF, so lenders no longer need to convert files manually before sending them out.
Lightning Docs IntegrationLoan tape reports can now include investor columns, making it easier to see investor allocations alongside other loan tape data in the report builder.
Completed loan lists now display additional investor-related columns for quicker reference.
Upload your company logo directly through settings to customize your branding across the platform.
How to Update LogoBorrowers can now manage and upload documents directly within their portal.
How Borrowers Upload DocumentsDraw requests can now require supporting photos and lien waivers before they can be submitted.
Draw Request SettingsDocuSign documents can now be prefilled with loan data automatically, saving time when preparing documents for signature.
How to Prefill DocuSign Fields with Loan DataThe AI assistant can now create and update borrowers, investors, loans, and entities, upload files, and generate document templates on your behalf.
Talk to Lendr Through Claude and ChatGPTEmail automations now support smarter tag matching, CC'd recipients on loan emails, and dedicated folders for organizing loan communication.
Search results now include investor companies and other entity types, making it easier to find records across the system.
Lenders can now mark specific fields on the loan application as required before borrowers can submit.
Loan maturity dates are now automatically calculated based on loan terms, reducing manual entry.
How to Configure Maturity Date CalculationA new report breaks down interest and charges for loans, with date range filtering to focus on a specific period.
Email automations can now be sent to multiple recipients at once instead of a single address.
Share a list of required documents with borrowers directly so they know exactly what's needed to complete their file.
Sharing Documents with BorrowersLoans can now be tagged with specific insurance types for more accurate tracking.
The pipeline view now displays borrower phone numbers alongside other loan details, with new settings to customize what's shown.
Document types with zero documents assigned can now be deleted without needing to reassign existing files.
How to Add or Delete Document TypesBorrowers can now sign loan applications with an image-based signature, and custom signatures can be added to outgoing emails.
Additional improvements to the brokered loan closing workflow make it easier to finalize brokered deals.
Connect your OneDrive account to sync and store loan documents directly through Lendr.
Document Backup Integrations (Google Drive, OneDrive & Dropbox)You can now delete entries directly from the task management report, making it easier to keep your task list current.
Loan officers and loan participants can now view DocuSign envelopes associated with a loan, improving visibility into signing status.
You can now generate recipient statements for investors, summarizing their distributions and account activity.
You can now designate a primary contact for a loan, making it clear who should be reached out to first.
A new configuration option lets you further customize what borrowers see and can do in the borrower portal.
How to Customize Borrower Portal SettingsA new generate button lets you produce loan documents directly from the loan record with a single click.
You can now add configurable fees to draw requests, so draw-related charges are captured directly in the loan record.
The AI-assisted scope of work tool has been improved, making it easier to generate accurate draw schedules and construction budgets.
AI Scope of Work Import – Automatically Generate Your Scope of Work from Contractor DocumentsYou can now record the actual after-repair value on a loan separately from the original estimate, for more accurate reporting.
You can now convert an existing loan to a monthly payer structure, adjusting payment terms without creating a new loan.
How to Convert an Accrual Loan to Monthly PaymentsThe document editor now supports Google Fonts, giving you more options when customizing loan documents and templates.
You now receive a notification when a personal asset statement is submitted, so you can act on it without checking manually.
You can now search across the system using an insurance policy number to quickly locate the related loan.
Investor payouts can now be sent automatically, reducing the manual work needed to distribute loan proceeds to investors.
You can now generate mortgage statements for loans, giving borrowers a clear summary of their balance and payment history.
How to Generate and Automatically Send Mortgage StatementsThe county field for title companies is no longer required, letting you save loan records faster when that information isn't available.
Loan completion breakdowns now itemize YSA and assigned charges separately, giving a clear view of every charge honored at payoff.
You now receive an automated email notification when a USIO credit transaction is processed, keeping you informed without manual checking.
The templates management screen has a new, easier-to-use design for creating and organizing document and email templates.
Lenders can now set up taxes and insurance escrow tracking for loans and send escrow-related email notifications to borrowers.
How to Escrow Taxes and InsuranceThe AI support chatbot now filters responses by state and includes major accuracy and usability improvements for faster, more relevant answers.
A new portfolio report gives lenders a consolidated view of their loan portfolio performance.
Lenders can now manage billing details directly through a dedicated billing portal, with clearer error messaging when issues occur.
Google Drive and Dropbox syncing now supports higher file limits and a cleaner sync interface, making it easier to manage synced documents.
Submitting a payoff request now automatically creates an action item, making it easier to track and follow up on outstanding payoffs.
Borrower and coborrower records, including guarantors, have been significantly expanded to support more complex loan structures.
Lenders can now record and track beneficiaries associated with loans, giving clearer visibility into who is entitled to loan proceeds or payouts.
How to Add and Edit Beneficiary Information for InvestorsYou can now skip the accreditation verification step for investors when it doesn't apply, speeding up onboarding.
Form builder fields now support additional placeholder options, giving you more flexibility when building conditional application forms.
Conditional Logic in Loan ApplicationsThe report builder now includes an origination points field, so you can add it to your custom reports.
Loan data can now sync with BC.com, connecting your loans to this external platform automatically.
Filters you apply to a list now stay in place when you navigate away and come back, so you don't have to reset them every time.
You can now edit the photos and documents attached to a draw request after it has already been submitted.
You can now manually override the automatically generated loan number when needed instead of being locked to the system default.
A search tool has been added to help you quickly find investors instead of scrolling through the full list.
Loans now include a credit score field so you can record and reference borrower credit information alongside other loan details.
You can now see when you're mentioned in notes or comments directly from your dashboard, making it easier to catch items that need your attention.
Insurance fields are now available on every loan, including cross-collateral loans, and expiration dates display with improved formatting on the overview.
Earnings and interest calculations have been significantly improved for greater accuracy and clarity across your loan reporting.
Manually-added interest charges are now included when calculating 1098 interest, giving you more accurate year-end tax reporting.
New API support enables connecting Lendr to a mobile app, letting you access your loan data on the go.
Lendr can now connect to Claude AI assistants through a new MCP integration, giving you expanded tools for interacting with your loan data through AI.
Talk to Lendr Through Claude and ChatGPTYou can now connect Dropbox to sync your loan documents automatically, with improved reliability for ongoing syncs.
Email signatures can now include images, so your team's branded signature displays correctly in outgoing messages.
You can now connect your Sitewire marketing website to Lendr, clone articles, and manually sync content with a new sync button.
You can now edit a borrower's project plan and add comments directly on the loan.
You can now invite delegates to act on your behalf in Lendr, with full activity logging for invites, acceptances, revocations, and cancellations.
Delegate Access: Letting a Spouse or Second Person Access an Investor AccountYou can now customize your workspace layout to better fit how your team works.
Lenders can now submit and track title payoff requests directly within a loan instead of handling them outside the system.
The investors tab now shows a percent utilized column so you can quickly see how much of each investor's capital is deployed.
You can now create a task directly from the loan dropdown menu without leaving the loan page.
Task Management (Creating and Assigning Tasks)You can now preview a DocuSign document before it goes out for signature, catching issues before borrowers see them.
Automate recurring charges based on rules you define, reducing manual billing work.
View additional payment details in new columns on the investor payments list.
Apply tags to any contact type, not just borrowers, for more flexible organization.
How to Add or Remove TagsTrack UTM parameters on loan applications to see which marketing sources drive submissions.
How to Track Where Loan Applications Come From (UTM Tracking)New columns, including bank account details, have been added to the loan tape report for deeper analysis.
Automatically create a new loan record when an email is received at a designated address.
How to Auto-Create Loan Via EmailPreview the investor application form before publishing it to investors.
Manage and delete investor onboarding templates directly within the platform.
Generate NACHA-formatted files to support ACH payment processing.
Tag notes on borrower records to organize and quickly find important information.
Show or hide the document checklist modal to streamline document review.
Configure custom instructions to tailor automated underwriting decisions to your own criteria.
A redesigned dashboard delivers faster load times, a mobile-friendly layout, and richer stats and graphs.
Forecast upcoming capital needs with a new report and accompanying dashboard widget.
Improved handling of investor reinvestment payouts for more accurate distributions.
Automatically generate underwriting analysis on loan applications using AI, speeding up initial review.
Sort, filter, and search your automations list to find and manage them more quickly.
Preview uploaded documents directly within the borrower onboarding flow before proceeding.
Create and manage reusable document templates for faster document generation.
Creating & Managing Document TemplatesAutomate reserve fund actions based on rules you configure, reducing manual reserve management.
Automatically Applying Reserve Funds to Loan PaymentsChoose the actual/360 method when calculating interest on a loan.
Compare active loan pipeline volume against payoffs in a new report view.
Turn pro-rated interest calculation on or off per loan to match your servicing preferences.
Disable Automatic Pro-Rated Interest Charges on Loan ProductsAssign types to vendors so your vendor list is easier to organize and filter.
Attach documents directly to vendor and title company records for easier reference during loan processing.
Edit fields on a borrower's submitted application without needing to resend the entire form.
How to Modify a Loan ApplicationLoan opportunities now display the associated investment name for easier identification.
See your total committed capital at a glance from a new dashboard widget.
Borrowers can now upload multiple documents at once instead of one at a time.
Retrieve loan payoff quotes programmatically through the API instead of requesting them manually.
A new setting lets you turn off alerts that trigger when a loan is approved, reducing notification noise for your team.
You can now assign charges directly to investors, streamlining how costs are allocated across your capital sources.
How to Assign a Charge to an Investor or FundThe payments filter now includes payments that have associated charges, making it easier to find and review these transactions.
You can now hide the company contact card in the borrower portal, giving you more control over what borrowers see.
Yield spread now calculates correctly on completed loans, giving you accurate spread figures once a loan is closed out.
You can now export all loan tags to a CSV file for easier reporting and record keeping.
You can now clone existing document checklists instead of building new ones from scratch, saving setup time for similar loan types.
Scope of work data can now be accessed and updated through the API.
Added a way to bypass draw request restrictions on completed loans when needed via the API.
Draw Request SettingsCustom questions can now be added for investors to answer, allowing more tailored data collection.
New automations can now be created from reusable templates instead of building them from scratch each time.
Automation TemplatesLoan lists can now be sorted by current maturity date for easier portfolio review.
More activity types are now recorded in the audit log for better tracking of account changes.
Investors can now have a preferred payment method set on their profile for distributions.
Draw fees can now be marked as paid automatically instead of requiring manual entry.
A new balance sheet report gives a consolidated view of assets and liabilities.
Reserves can now be set to toggle automatically based on balance conditions, reducing manual monitoring.
Custom payment schedules can now be locked to prevent unintended changes once finalized.
Cross-collateralized loan relationships can now be managed through the API.
Lenders can now turn on a setting to require an EIN before a loan can move forward.
Supervisors can now create and modify workflow automations without needing full admin access.
A new widget shows available capital for a fund directly on the dashboard.
Loan comments can now be created and retrieved through the API, making it easier to integrate loan discussions with other systems.
See a forward-looking view of expected capital availability to help plan upcoming fundings.
The investor list now displays each investor's rate for quicker reference.
Lenders can now track investor activity history, providing a clearer record of investor engagement over time.
Lenders can now calculate combined loan-to-value and combined after-repair loan-to-value metrics for more accurate underwriting decisions.
Lenders can now view total committed capital figures, providing clearer visibility into fund commitments.
Lenders can now add notes directly within the servicing module to track loan-specific context and communications in one place.
The payments view now shows an additional column, giving lenders more detail at a glance without opening individual payment records.
Lenders can now choose an additional accrual setting for how loan interest accrues, giving more flexibility in servicing setup.
Lenders can now manually send text message alerts to investors directly from the platform instead of waiting on automated triggers.
Continued CRM improvements including calendar activity sync, AI-drafted reply suggestions, and reply-all support for emails.
Tag swap automation is now more resilient, ensuring tag changes apply reliably across loans and contacts.
Lenders can now track investor accreditation status and generate acknowledgment copies of accreditation documents for compliance records.
Continued improvements to the scope of work reporting, giving lenders more reliable data on active loans.
New deals can now be automatically ingested into the CRM, reducing manual entry for incoming leads.
Document templates now keep version history, so you can track changes and revert to earlier versions when needed.
Loans now show a current maturity date that updates automatically when extensions are applied, giving an accurate view of when a loan is really due.
Maturity Date vs. Current Maturity DateLoan exports now include a current maturity date column for more accurate reporting.
New API endpoints let you manage vendor data programmatically, extending integration options.
A new report shows capital raised over time, helping track fundraising progress across funds.
Investor data can now be exported directly from the platform for reporting and recordkeeping.
A new report tracks loan-to-value ratio over time, helping monitor portfolio risk trends.
Table footer totals now remain visible when filters are applied, so summary values stay accurate as you narrow results.
A new notification preference type gives more control over which alerts you receive.
CRM deals now include AI-generated summaries, helping you quickly understand deal context without reading every note.
Borrowers who reply STOP to text messages are now automatically opted out of future texts, keeping communications compliant.
How to Send SMS MessagesPDF previews now highlight relevant text, making it faster to find important details without opening the full document.
Importing loans that are already completed now handles more edge cases correctly, making it easier to bring in loan history.
You can now delete all transactions on a loan at once, making it easier to correct bulk import mistakes.
How to Delete a TransactionWhen cloning a loan, you can now choose which details carry over, making it faster to set up similar loans.
How to Clone or Duplicate a Loan (and What is Carried Over)A new view surfaces key origination metrics, giving a quick snapshot of lending activity and volume.
Fund tables now display a state column, making it easier to track where fund holdings are located.
Fund distribution table columns can now be sorted for quicker review of investor allocations.
Photos uploaded in HEIC format are now automatically converted to JPG, so they display and process correctly without extra steps.
Principal adjustment dates are now validated before submission, helping prevent incorrect or out-of-range entries.
How to Create a Principal Adjustment (Up and Down)Deleting a payment or charge now automatically removes its linked earnings, and the deletion process shows more detail about what will be affected.
Tracking of borrower driver's license expiration dates has been improved for better visibility and compliance.
API error responses now provide clearer messaging, making it easier to understand and resolve integration issues.
A footer is now shown on every page of the investor portal, providing consistent access to key information across the experience.
Multiple new loans can now be marked complete at once, saving time on repetitive loan setup steps.
The draw request page now includes helpful links, making it easier to navigate related information.
A new API endpoint exposes trust ledger data, making it easier to pull trust account information into other systems.
New investors can now complete onboarding directly through the portal, with a smoother accreditation and setup flow.
How to Edit Investor Onboarding ExperienceInvestor interest calculations can now be adjusted based on the date an investor joined a fund, improving accuracy for mid-cycle investments.
Borrowers can now grant delegate access to their portal, allowing another party to assist with loan management.
Sync loan documents automatically with Google Drive using a folder picker to choose where files are stored, keeping your drive and Lendr documents in sync.
Document Backup Integrations (Google Drive, OneDrive & Dropbox)Automations now support additional time period options, giving you more flexibility when scheduling automated actions.
Choose which columns appear on the payments table, so you can tailor the view to the information that matters most to you.
Reject a loan application through a dedicated confirmation step, with rejection notices now sent to co-borrowers as well as the primary borrower.
Transfer a loan's title company assignment directly within Lendr instead of updating records manually outside the system.
Loan term lengths entered in months are automatically rounded, removing the need to manually correct odd values.
The loans export report now includes the assigned loan officer for each loan, making it easier to review performance and assignments.
Loan officer accounts can now be restricted from certain pages and links, letting you control what each officer sees based on their role.
Automatically capture and sync meeting transcripts from Fireflies into contact records, so notes from calls are available right alongside the rest of the relationship history.
Scope of work imports generated by AI are more accurate, handle dollar amounts correctly, and validate file types before you submit them.
Add a flat fee when extending a loan, giving you a simpler way to charge for extensions instead of recalculating interest manually.
Connect a Gmail inbox to sync email conversations directly into Lendr, with corrected timestamps and support for larger mail histories.
DocuSign signature status now syncs reliably, and signature or CC errors are surfaced clearly so you know when a document needs attention.
View email conversations in collapsible threads with quoted replies hidden for a cleaner, easier-to-read inbox.
Send a single email to multiple recipients at once directly from the platform.
CC'ing Additional Recipients on Borrower EmailsExport documents to Word with more reliable formatting and expanded functionality.
Documents can now be moved between loans or folders, making it easier to reorganize files without re-uploading them.
Entities can now be linked together, making it easier to manage and navigate related borrower or investor entities.
Checklist items can now include instructions, giving borrowers clearer guidance on what is needed to complete each item.
A new setting lets lenders pro-rate interest for odd days, improving accuracy of interest calculations on non-standard periods.
Loans can now be originated for properties in Washington DC, expanding the jurisdictions supported.
Investors now go through a guided onboarding flow with expandable steps, and receive an email when their accreditation submission is received. Already-onboarded investors skip the flow automatically.
Lenders now receive an email notification when payments are processed, keeping them informed without needing to check the system.
Draw approval emails now include the remaining holdback balance, giving borrowers clearer visibility into available funds.
Insurance reports can now be automatically emailed on a schedule, removing the need to generate and send them manually.
NACHA payment files now include descriptive payment names, making it easier to identify transactions in bank records.
Draw requests now include an expandable scope-of-work row with more detail, and the layout is improved for mobile viewing.
Additional API access capabilities are now available for connecting loan and servicing data with external systems.
New dashboard widgets and a customize modal let lenders choose and arrange the metrics on their dashboard, with an easier way to add columns.
The portal now validates custom domain configuration, helping lenders confirm their branded portal URL is set up correctly.
A new toggle lets lenders exclude future unpaid payments from relevant views and calculations.
ACH payment records now include the associated loan number, making reconciliation easier.
Automated emails can now include attachments, letting lenders send documents automatically as part of workflow automations.
Additional user roles with configurable permission restrictions are now available for managing staff access.
Lenders can now choose which columns appear in fund tables, tailoring the view to the information that matters most.
Investor tables now display more clearly on mobile devices, making it easier to review investor data on a phone or tablet.
The draw request report can now be generated in a simple or detailed view, letting lenders choose the level of information they need.
Account settings are now organized into separate Borrower and Investor sections with a collapsible navigation menu, making it easier to find the right settings.
You can now delete bank accounts you no longer need.
The draw request report now includes an as-of date, so you know exactly when the figures were calculated.
The loan export report now shows remaining holdback amounts.
The loan export report now includes total committed amounts.
Current Balance vs Outstanding Capital vs Total CommittedYou can now track outstanding capital alongside total fund size for better visibility into fund status.
New email templates now come with default content already filled in when created.
You can now create custom DocuSign templates for borrowers, including draft templates before they're finalized.
How to Create Docusign eSignature TemplatesBorrowers and lenders now receive notifications about payment preference settings.
The aged receivables report can now be sorted, making it easier to find the accounts you need.
The document template editor now supports custom headers and footers, with a revamped editing experience.
You'll now receive alert notifications related to bank account activity.
A new AI-powered tool converts uploaded documents automatically, with ongoing accuracy improvements.
Charges linked to a manual payment are now automatically marked as paid.
You can now export payment data for use outside the system.
You can now send borrower portal setup instructions directly from the borrower's page, without leaving the record.
How to Invite a Borrower or Investor to their PortalYou can now edit the down payment percentage directly on a loan instead of it being fixed.
The loan list now includes a project column, giving you more information at a glance without opening each loan.
A new investor snapshot report shows current balances at a glance, giving you a quick view of investor positions.
Payouts can now be sent via same-day ACH, getting funds to recipients faster.
You can now upload videos directly into the media library, not just images and documents.
Set up automation templates that trigger actions automatically based on time-based conditions, reducing manual follow-up work.
Swap investors within a Fund more easily using an improved investor selection dropdown.
Receive in-app notifications for important events and control which notifications you get through new preference settings.
Managing Your Notifications and AlertsAccess the shared inbox directly from the navigation dropdown for faster email management.
Check a dedicated in-app page to see what's new and recently added to Lendr.
Review trust ledger activity for a clearer view of trust account transactions.
Reports now export as Excel (.xlsx) files instead of CSV, making them easier to open and format.
Steadily insurance is now integrated and its settings have been relocated to a more logical place within account settings.
Steadily Insurance IntegrationLenders can now generate a simple payoff letter directly from the loan payoff service.
Lenders can now send documents for e-signature through DocuSign, including creating, drafting, duplicating, and managing signer templates directly within Lendr.
How to Create Docusign eSignature TemplatesBounced email handling has been improved, giving better visibility when an email fails to deliver.
The email view and preview modal have been improved, making it easier to review email content and attachments before sending.
Lenders can now search for email attachments directly, making it easier to locate specific documents sent via email.
Cloning an entity now also clones its associated charge dates, saving setup time.
How to Duplicate an Entity or LLCLoan transfer functionality has been enhanced, improving how transfer codes and services handle loan transfers.
Fund performance reporting now includes completed loans, giving a full view of fund history.
A new pipeline value metric shows the total value of loans currently in the pipeline.
When importing loans, investor assignments are now automatically anchored, reducing manual setup work.
Search results across the platform have been improved for faster, more relevant lookups.
Lenders can now charge an extension fee when extending a loan's term.
Extensions and Extension FeesLoan records now capture and display the date a loan was submitted, making it easier to track application timelines.
Lenders can now create more than 100 loans; the previous cap has been removed.
Lenders can now override generated 1099 and 1098 tax forms and select the specific 1098 form type needed.
Lenders can now access a help slider from within the app and receive a one-time email introducing the help center.
Loan applications now enforce minimum and maximum date-of-birth limits, helping ensure borrower eligibility requirements are met.
The media library has been refined, making it easier to manage and organize uploaded images.
Tax documents can now be deleted directly from the platform, giving you more control over your document records.
Transaction lists can now hide older entries, keeping the view focused on recent, relevant activity.
You can now set a default interest rate on loans and process payments using CCD and PPD ACH transaction types.
Fund distribution now also works correctly for non-dutch loans, extending funding type support across more loan structures.
Guarantor tagging has been improved, giving you clearer ways to identify and track guarantors on a loan.
A new dedicated page lets you create transactions directly, streamlining how payments and charges are recorded.
You can now search from mobile devices, making it easier to find loans, borrowers, and other records while away from your desk.
A new variance column highlights differences between expected and actual figures directly in the relevant view.
Draw requests can now be edited after submission, making it easier to correct or update draw details.
Loan exports now include a search option to quickly find and export the loans you need.
You can now send portal access instructions to all investors at once directly from the platform.
NACHA payment files can now include bank addenda data captured for borrowers and investors, with that information automatically preloaded into the payouts screen.
Bank account records now support additional fields, letting you capture more complete account information.
You can now organize investors into different fund classes, supporting funds with multiple investment tiers.
Funds now include a ledger view, giving a clearer record of fund-level transactions and activity.
Borrowers can now receive payment alerts by text message in addition to email, helping keep them informed.
You can now export the credit score report to a file for easier sharing and record keeping.
Reports can now be emailed automatically on a schedule instead of requiring you to run and send them manually.
Additional merge tags are now available for investors and payments, letting you personalize more communications automatically.
Loan officers can no longer edit bank account information, helping protect sensitive payment details.
Investor swap actions are now recorded in an activity log so you can review a history of swap changes.
Reinvested investor accounts are now more clearly marked, making it easier to distinguish them at a glance.
Coborrowers can now upload documents themselves, not just the primary borrower, streamlining document collection.
How Borrowers Upload DocumentsInterest earned is now tracked as its own transaction type, giving lenders clearer visibility into earnings on each loan.
Continued improvements to the integrated email inbox, including a refreshed compose and reply toolbar for easier message handling and additional gating controls for the feature.
Tags can now be added directly inside a loan file, making it easier to organize and filter loans from within the file view.
How to Add or Remove Tags1098 tax forms now include charged interest amounts, borrower SSN/EIN, address details, loss payee address, and clickable links for easier review and filing.
A new interest-paid charge type lets lenders track and report accrued interest as a distinct charge on loans.
You can now save and reuse loan tape presets, making it faster to generate the loan tape exports you use regularly.
The charge report has been enhanced to give lenders clearer, more detailed views of charges applied to loans.
A new pipeline setting is now available to help configure how loans move through your workflow.
Origination Pipeline SettingsYou can now delete loans directly from the system when they no longer need to be kept on record.
Team member addresses can now be set independently of the account owner's address instead of always matching it.
Loans now display the next extension date, making it easier to track upcoming extensions at a glance.
Extensions and Extension FeesA banner now displays DocuSign status information directly on the relevant screens so you don't have to check elsewhere.
New automated emails keep vendors informed as part of vendor management workflows.
Vendor types are now better organized, sortable, and grouped for easier selection when assigning or filtering vendors.
Archived roles no longer appear in the role switcher, keeping the list limited to active roles you can switch into.
Investor rate changes are now tracked over time so you can see historical rates in addition to the current one.
You can now search the dashboard by email address to quickly find the loan or contact you're looking for.
You can now mark more than one preferred vendor type per vendor, making it easier to route work to the right vendors.
When creating or editing a vendor, you can now type an address and have it auto-completed instead of entering every field manually.
Lenders can now mark borrowers as archived to keep active borrower lists clean while retaining historical records.
How to Archive or Delete a BorrowerLenders can now add custom questions to the borrower loan application to capture additional information up front during origination.
How to Add Custom Questions and Fields to Borrower OnboardingInvestors in funds now see more accurate and detailed earnings figures reflecting their capital contributions and returns.
How Investor Earnings Are Calculated in a FundBorrowers can now view and complete basic documents right away during onboarding, even before a loan application has been submitted.
Loans can now be assigned custom loan numbers, with new loans starting at 100 by default.
Fund available capital now more accurately reflects balances after principal adjustments are applied.
Investor accreditation letters now track expiration dates, helping you stay on top of renewals and compliance.
You can now set a specific date when creating a new transaction instead of defaulting to the current date.
Term sheets now display the prepaid interest reserve amount, giving borrowers and lenders clearer upfront terms.
The investor import template now supports additional columns and has been updated to make bringing in investor data easier.
You can now search for investors by their company name, making it faster to find the right investor record.
A warning banner now alerts you when a principal distribution may need attention before it is processed.
You can now preview automation emails before they go out, and merge tags now render correctly in the subject line.
A new contacts dropdown lets you quickly select from existing contacts instead of typing them in manually.
Additional investor transaction data is now available through the API.
A new dashboard widget shows soft committed capital, giving you visibility into pledged but not yet finalized investor funds.
Investor notes now display in full, so you no longer need to open a separate view to read complete note text.
You can now customize which columns appear in investor list views to match the data you care about most.
New borrower entities are now automatically assigned to their associated loans, reducing manual setup work.
Investor statements now include additional columns, giving investors more detailed information at a glance.
The personal financial statement has been improved, making it easier to capture and review borrower financial details.
Title company information can now be managed through the platform, supporting more streamlined coordination on closings.
Uploading photos is now easier with an improved drag-and-drop experience.
Loan filtering has been improved, making it easier to narrow down loan lists to find what you need.
Property encumbrance information has been expanded, giving lenders more complete visibility into liens and claims on collateral.
The loan details page is now easier to use on mobile devices, improving access to loan information on the go.
Loan products can now be removed when they're no longer needed, keeping the product list current.
How to Add or Edit a Loan ProductLoan documents can now be retrieved individually by ID, giving more precise access to specific documents.
Custom fields can now be set on loans, allowing lenders to track additional information specific to their business.
How to Add Custom Fields (Loans, Borrowers, and Investors)A new activity feed shows recent updates and actions, making it easier to keep track of what's happening on a loan.
Interest can now accrue on outstanding charges, giving a more accurate picture of what borrowers owe over time.
Extension fees can now be charged to borrowers, giving lenders a way to collect fees when a loan term is extended.
NSF and late fees can now be assessed and charged directly to borrowers, streamlining fee collection for missed or late payments.
Lender earnings can now be sorted, making it easier to review and compare earnings data at a glance.
Loans can now be checked for mortgage default status, helping lenders verify borrower standing more reliably.
The way outstanding principal is calculated has been updated for improved accuracy on loan balances.
Credit adjustments are no longer included in the revenue graph, giving a clearer view of actual earned revenue.
Loan configuration now includes a setting for when the first payment occurs, giving more control over payment scheduling.
Coborrowers can now submit draw requests in addition to primary borrowers.
Payoff statements now let you set and display a 'good through' date, with a scrollable document preview for attachments.
How to Generate a Payoff LetterA schedule of work can now be submitted even when the holdback amount is zero.
Investors can now receive text message updates, with an accompanying email notification confirming when an SMS has been sent.
How to Send SMS MessagesProject updates on draw and construction workflows have been improved for clearer status tracking.
Investors can now set investment preferences directly on their profile.
Canceled loans are now excluded from the 1098s report, ensuring only active loans appear in year-end tax reporting.
How to Bulk Distribute 1098 Borrower Interest and Tax StatementsDraw requests now support a description field so borrowers can provide context for each draw.
Document checklists can now include instructions, giving borrowers and staff clearer guidance on what each item requires.
Team documents can now be shared using secure, generated URLs instead of direct file access.
Pending payments are now excluded from payoff calculations so payoff amounts reflect the true remaining balance.
Include Pending Payments on Payoff StatementsThe monthly digest report now includes ARLTV, giving lenders an additional risk metric alongside existing portfolio data.
You can now view a log of API requests directly from your API settings page, making it easier to review and troubleshoot integration activity.
Lenders can now convert a private email inbox to a shared team inbox, manage duplicate connection attempts, and handle disconnects, giving teams shared visibility into email communication.
Lenders can now process investor payouts directly, adding a dedicated workflow for distributing funds to investors.
Payments can now be created, updated, and recorded manually through the API, including support for principal-only and manual payment entries.
Lenders can now choose whether to send a draw request approval message to borrowers instead of it going out automatically every time.
Draw Request SettingsLenders can now generate NACHA-formatted files for processing loan payments through ACH, streamlining electronic payment submission.
The API now supports deleting and rejecting loan applications, giving integrated systems more control over the loan pipeline.
How to Access the Lendr APIDocument templates now support updated signature block placement, improving the e-signature experience when sending documents through DocuSign.
Bank account details entered on a loan or account now save automatically as changes are made, removing the need for a separate save step.
Lenders can now originate new construction loans using a non-Dutch interest calculation method, expanding the loan types the system supports.
New developer documentation, including sample requests and response formats, makes it easier to integrate with the Lendr API.
You'll now be alerted when a DocuSign envelope bounces so you can quickly resolve delivery issues with borrowers.
When setting pending interest, you can now only choose from a valid range of dates, preventing incorrect entries.
New API endpoints allow you to submit and manage draw requests programmatically.
A redesigned cloning experience makes it easier to duplicate a loan along with its associated documents.
How to Clone or Duplicate a Loan (and What is Carried Over)A new report shows all loan charges in one place, and you can export the results to CSV for further analysis.
You can now archive borrowers, view their credit and activity logs, manage their experiences, and toggle notifications for them.
Managing Complex Borrower Entity StructuresBorrowers can now see the charges on their loan directly from the borrower portal.
You can now add notes directly to loan records to keep track of important details and internal context.
How to Add Notes or Comments to a LoanYou can now set up an email signature, including auto-importing one from Gmail, and it will automatically appear on outgoing emails and templates.
You can now pin important comments so they stay visible at the top of a loan's discussion.
A new payment history view lets you review past payments on a loan in one place.
How to Review Transaction HistoryWire transfer details can now be edited directly, making it easier to keep payout information accurate and up to date.
Lenders can now manually override a borrower's credit score instead of relying solely on the automated pull.
How to Override a Credit ScoreLenders can now cancel a pending borrower invitation directly from the system.
Loan listings can now be published with just one investor selected, and the publish and notification flow is clearer for lenders.
Navigation menus and modals are now optimized for mobile devices, making it easier to manage loans from a phone or tablet.
Lenders can now customize their loan pipeline view to better match their own workflow.
Origination Pipeline SettingsLoans can now be set up to use daily compounding interest for more precise interest calculations on eligible loan types.
Lenders can now see an estimated payoff amount for a loan without having to generate a full payoff statement.
You can now record marital status on a borrower's profile.
Email threads now show the sender and recipient on each message, display your team name as the sender, and let you filter out unwanted emails, with clearer thread styling and message layout.
Investor payout records now display the associated company name, making it easier to identify payouts at a glance.
A new tag reference panel makes it easy to find and insert merge variables when building email templates, with clearer wording throughout the template menu.
How to Create and Edit Email TemplatesLoans now support an After Repair Value (ARV) field, letting you capture and track projected property value for rehab loans.
You'll now see alerts showing interest earned on transactions still in progress, helping you track accruals before they post.
Interest on accrual-basis loans held inside a fund is now calculated and tracked automatically, giving fund managers more accurate return figures.
You can now search directly for signers, making it faster to find and manage the people tied to your documents.
A new dashboard widget shows how your fund's size has changed over time, making it easier to track growth at a glance.
The 1099 report has been refined for clearer and more accurate year-end tax reporting.
Social Security Number is now optional when setting up a borrower, making it easier to originate loans for borrowers without one on file.
How to Require SSN During Borrower OnboardingThe loan ledger has been expanded with additional detail, giving a clearer view of transactions on a loan.
Investor funds now support step-up tranches, letting you structure investor returns that increase over defined periods.
You can now change the interest rate on an active loan, with refinements to how rate changes are calculated and applied.
How to Adjust Interest Rate Mid-LoanA new report lets you track loan applications, giving visibility into application volume and status across your pipeline.
You can now set the first payment date when originating a loan, giving more precise control over payment scheduling from the start.
DocuSign is now available directly within the documents section, letting you send and manage signature documents without leaving the loan.
Lenders now receive notifications when Docusign document events occur, keeping them informed on signature progress without checking manually.
Lenders can now export report data to a formatted PDF directly from the UI with a single click, rather than manually compiling data.
The task management experience has been significantly upgraded, making it easier to track and manage loan-related tasks.
Task Management (Creating and Assigning Tasks)Lenders can now mark applicable items as charges directly within the loan record, making it easier to track and categorize fees.
The borrower onboarding process no longer asks for borrower skills, simplifying and speeding up the intake experience.
What Does Borrower Onboarding Look Like?A confirmation step now prevents loans from being marked complete by accident, reducing the risk of unintended status changes.
Borrowers can now see a detailed breakdown of adjustments to their payments directly in the borrower portal.
You can now download property photos directly from a loan record instead of viewing them one at a time.
Investor statements now include updated documents and wording for clearer reporting to investors.
Lenders can now make manual adjustments to a trust ledger to correct or update balances directly.
Lenders can now set up fees that recur automatically on a loan, rather than adding them manually each time.
Lenders can now set a minimum fee amount when borrowers extend a loan, ensuring extensions always carry at least a baseline charge.
Extensions and Extension FeesReserve funds are now automatically factored into loan payoff calculations, ensuring payoff quotes reflect the true amount owed.
Loans now include a direct link to the relevant county recorder's records for faster verification of property details.
Investors can now access a dedicated area for viewing their investor documents.
How to Share Documents with InvestorsDownload multiple loan documents at once instead of retrieving them one at a time, saving time on document collection.
Charges now include a detailed explanation, making it clear what a charge is for and how it was calculated.
You can now turn off two-factor authentication for your account when it's no longer needed, in addition to the existing setup options.
Set up automated rules that trigger actions when payments or charges occur, reducing manual follow-up work on loan accounts.
Lenders can now receive automated reminders when reserve payments are due, helping ensure timely reserve funding management.
How to Set Up Reserve Payment Reminder EmailsAmortized loan schedules now display improved detail and load faster, giving you quicker access to accurate payment breakdowns.
You can now access and manage your integrations directly from the mobile navigation menu, with a cleaner, easier-to-use layout.
Lightning Docs document generation is now available on mobile devices, letting you access and manage document templates on the go.
Lightning Docs IntegrationGenerated Word documents now include proper page breaks for cleaner, more professional formatting.
You can now sort the investor list to more easily find and organize investor records.
When editing an active loan, you'll now see a warning to help prevent unintended changes to loan terms.
Filtered reports now display a totals row that updates based on your applied filters.
You can now retry a payout that previously failed, without needing to recreate it from scratch.
The system now alerts you when attempting to create a borrower that already exists, helping keep borrower records clean.
The payments list now supports pagination, making it easier to browse through large numbers of payment records.
Principal adjustment amounts now display with decimal precision, giving a more accurate view of loan balance changes.
How to Create a Principal Adjustment (Up and Down)Entity lists can now be filtered to show only active entities, making it easier to find the ones you're working with.
Custom loan application fields can now be shown or hidden based on conditions you set, keeping the application form focused on what's relevant for each loan.
Conditional Logic in Loan ApplicationsA new report shows pending interest earnings, giving lenders clearer visibility into interest accruing before it's collected.
Additional filter options on the transaction list make it easier to narrow down and find specific transactions.
Continued improvements to searching by tag make it easier to locate records using custom tags.
You can now filter your investor list to quickly find the investors you're looking for.
You can now add a note to a loan product for quick reference when setting up new loans.
Lenders can now import a scope of work directly into a draw, saving time on manual entry.
AI Scope of Work Import – Automatically Generate Your Scope of Work from Contractor DocumentsYou can now manually add a proof of insurance document to a loan file instead of relying solely on automatic uploads.
New late payment fields let you track and manage late payment details directly on a loan.
Automated reminders can now be sent for upcoming payouts, helping keep payout activity on schedule.
The bank account display now adapts cleanly whether a borrower has one or multiple bank accounts, and payment reminders correctly account for multiple accounts on file.
Document checklist items now stay in the order you set them, making it easier to review and manage required documents on a loan.
Investor information is now hidden on listings when a loan is using manually managed funding progress, keeping displayed details accurate.
Creating Investor OpportunitiesA new column has been added to payment views, giving you more detail directly in your payment lists.
A new Current Balance column is available in loan views, giving you a quick view of outstanding balances without opening each loan.
You now receive an email notification when a DocuSign envelope is ready, so you know exactly when action is needed.
When entering a title company's address, you can now use Google Maps autocomplete to fill in the fields quickly and accurately.
Loans now show a visual progress indicator with stage status, so you can see at a glance where each loan stands.
Outgoing emails and portal text now display your company's own branding instead of the Lendr name, giving borrowers and investors a fully branded experience.
Lenders can now see a clearer breakdown of fees on the loan setup screen, making pricing easier to review before finalizing a loan.
Per diem interest calculations have been refined for more accurate day-to-day interest figures on loans.
What is the Per Diem/(Per Day Interest) Amount Tag?Loan payoff and completion processing has been substantially reworked, giving lenders a smoother experience when closing out loans.
How to Complete or Pay Off a loanInvestor statements have been enhanced with additional improvements to the information displayed.
Loan calculations now support partially amortized loan structures, giving more accurate payment and payoff figures for these loan types.
A disclaimer is now shown to borrowers during the payment process for added clarity.
Continued improvements to the NACHA file generation for ACH payments, making the payment file more reliable for processing.
Lenders can now turn off automatic payment processing for accounts using the USIO payment channel.
A new report is available for reviewing affiliate activity, giving lenders visibility into referral performance.
Draw delay handling has been updated, improving how timing is managed on draw requests.
Draw Request SettingsCredit score history is now tracked and viewable on the loan, giving lenders a record of changes over time.
Investor data can now be imported more reliably, making it easier to bring existing investor records into the system.
Loan calculations now display more clearly, making it easier to understand how figures are derived.
The scope of work section on loans has been updated for a smoother editing experience.
How to Create a Scope of Work for a LoanLoan property addresses can now be edited after entry, making it easier to correct or update address details.
How to Change or Update the Address on a LoanEmails are now automatically synced into the platform, keeping communication history up to date without manual entry.
How to Set Up Email SyncReserve funds can now be refunded directly, giving lenders a way to return held reserve amounts when needed.
Custom fields have been enhanced, giving you more flexibility in how you capture and display loan-specific information.
Action items are now displayed more prominently, making it easier to see and act on outstanding tasks and charges.
Investor payouts and payments can now be processed automatically, removing the need to trigger them manually each cycle.
Legal description and parcel number are now automatically populated on a loan when they are missing, reducing manual data entry.
New document tags let you pull in cross-collateral loan details automatically when generating documents for loans secured by multiple properties.
The loan ledger now shows a completed amount field, making it easier to see how much of a loan has been paid off at a glance.
The system now automatically checks for and applies an NSF charge when a payment fails, saving you from having to add it manually.
You can now track encumbrances on a loan directly within the system for a more complete view of a property's liens.
A new Pending Interest tab lets you review interest that has accrued but not yet been paid out.
Why is Pending Interest Separate from Payouts?Investor swap handling has been refined for more accurate tracking of swapped positions.
Fund available capital figures are now calculated and displayed more accurately, giving a clearer picture of investable funds.
You can now set origination points to zero when structuring a loan, supporting more flexible pricing options.
Organize document templates into folders and move templates between them for easier management.
Rearrange table columns by dragging and dropping them into the order you prefer.
How to Use and Customize Servicing Page ColumnsLoan application forms now support conditional logic, letting fields show or hide based on borrower responses.
Loan records now include an updated combined loan-to-value calculation, giving you a more accurate risk picture across encumbrances.
Custom domain setup has been improved, making it easier to run your borrower-facing pages under your own branded domain.
How to Set Up a Custom DomainA new task management area lets you create, assign, and track tasks related to your loans directly in the platform.
A new fund distributions workflow lets you manage how funds are allocated and distributed to investors directly within the platform.
You can now filter payment lists more precisely, making it faster to find the transactions you're looking for.
Payment exports now include clearer formatting and additional details, making it easier to review and reconcile payment activity outside the platform.
Help videos are now available in the app, giving users quick access to guidance without leaving the platform.
Lenders can now send email blasts directly from the platform to communicate with borrowers or investors at scale.
Lenders can now assign a loan officer role to users, enabling better tracking and management of loan officer activity across loans.
Payouts can now be deleted, giving lenders more flexibility when correcting or managing investor distributions.
Investor bank account details can now be added and managed, simplifying distributions and payouts.
Draw requests can now be deleted, giving lenders more control over managing draw activity.
Payouts can now include addenda data, giving lenders more detailed information tied to each payout transaction.
Uploading documents has been improved for a smoother, more reliable experience.
Loans can now record lien position, giving lenders clearer visibility into loan seniority.
Investors can now be tagged, making it easier to organize, filter, and group investors for reporting and communication.
1099 tax document generation has been improved for greater accuracy when reporting investor income.
Borrowers can now add their bank account information directly in the portal, streamlining setup for electronic payments.
Search now supports looking up records by email address, making it faster to find the right borrower or contact.
Loan terms now support a refinance loan type, making it easier to set up and track refinance transactions.
View a new fund performance report to track how a fund is performing over time.
Add manual tasks alongside automated ones, giving more control over how automation workflows are tracked and completed.
View the average loan size across your portfolio for a quick view of lending trends.
Webhook-based automations have been expanded, allowing more actions to be automatically triggered by outside events.
Loans are now assigned loan numbers automatically, making it easier to identify and reference them.
Add notes to loans that share cross-collateral, making it easier to document relationships between linked loans.
Edit an investor payout after it has been created instead of needing to delete and recreate it.
Payment reminder emails sent to borrowers have been improved for clarity and reliability.
Sort the payments list to find and review specific payments more quickly.
See overlapping investor commitments more clearly in the calendar view, making it easier to track scheduling across investors.
Lenders can now import loan and borrower data via CSV file, speeding up setup and data entry.
Lenders can now assess late fees on loan payments, giving another tool to enforce payment terms.
The charges view now displays a running total, giving lenders a quick summary of amounts owed.
Automations can now automatically check off checklist items, reducing manual follow-up on loan tasks.
Lenders can now run credit checks on borrowers directly within the platform as part of the loan process.
How to Soft Pull a Borrower's Credit ScoreLoans in the list view can now be sorted, making it easier to find and organize the loans you're looking for.
The loan list now offers a condensed view, letting lenders scan more loans at once with less scrolling.
Lenders now receive alerts when a borrower's payment fails, so issues can be caught and addressed sooner.
Lenders can now view a log of emails sent from the system, making it easier to confirm what communications went out and when.
Email LogsA new report shows capital raised over time, helping you track fundraising progress for your investment offerings.
Borrower entity setup now supports entering either an EIN or SSN, making it easier to accommodate both individuals and business entities.
You can now record the After Repair Value (ARV) on a loan, giving lenders a clearer picture of a property's projected value.
You can now manually adjust a loan's interest rate with an improved workflow for entering and reviewing rate changes.
How to Adjust Interest Rate Mid-LoanLoan application forms now support conditional logic, showing or hiding fields based on earlier responses.
Conditional Logic in Loan ApplicationsYou can now add a prepayment penalty option when setting up a loan's terms.
How to Add a Pre-Payment PenaltyPayout reminder notifications have been improved to keep lenders better informed about upcoming payouts.
You can now delete previously entered principal adjustments, helping keep loan balances accurate.
How to Create a Principal Adjustment (Up and Down)You can now modify which columns appear in the loan pipeline, letting you tailor the view to your workflow.
Origination Pipeline SettingsThe loan ledger is now available for viewing, giving a full transaction history for each loan in one place.
Photos taken on iPhones in HEIC format can now be uploaded directly without converting them first.
Reserve funds can now be applied to charges on a loan, with reserve balances visible directly in the loan view.
Loan origination now automatically calculates the required down payment amount for a loan.
The borrower portal received several usability improvements, making it easier for borrowers to view and manage their loan information.
Lenders can now receive a new monthly digest email summarizing account activity.
Lenders can now assess extension fees on loans that are extended past their original term.
Extensions and Extension FeesLendr now integrates with Pipedrive, allowing lead and contact information to sync between the two systems.
Investors can now browse available investment opportunities directly in the platform, making it easier to discover and act on new deals.
How to Enable Investment Opportunities for InvestorsInvestors can now view a history of payouts, giving clear visibility into past distributions.
Search results now include entities, making it faster to find them alongside borrowers and loans.
Lenders can now issue refunds for payments that were made in advance, giving more flexibility when handling prepaid amounts.
Payment amount fields now autofill based on loan details, speeding up payment entry.
You now receive an email notification whenever a prefunding balance increases, so you stay informed without checking manually.
Loans can now be set up with multiple properties as collateral, supporting cross-collateralized lending arrangements.
How to Add Cross Collateral or Second Property to a LoanYou can now retry a failed payment directly in the system instead of manually re-entering it.
How to Retry a Failed PaymentYou can now edit an existing transaction directly instead of having to void and re-enter it.
1099 tax forms now display company names correctly and format EINs consistently for cleaner year-end tax documents.
Draw requests now record an approval date, giving lenders a clear record of when each draw was approved.
Payment processing webhooks now handle status updates more reliably, keeping payment records accurate.
Set up and manage borrower profile information directly within the platform.
See payees listed on charges, not just on payments, for clearer tracking of who is being paid.
Download loan applications more reliably with an improved download process.
Enjoy a cleaner, easier borrower loan creation experience when starting a new application.
Add, edit, and remove custom fields and custom fees on loans to capture the exact information your lending process requires.
Filter the loan pipeline to quickly find and focus on the loans that matter to you.
Lenders can now send SMS notifications, adding a faster way to reach borrowers and staff outside of email.
A new audit log gives lenders visibility into a history of actions and changes made on loans, improving transparency and accountability.
Lenders can now add and view notes on investor records, making it easier to track investor-specific details in one place.
Lenders can now add and view notes directly on a borrower's record to keep track of important context and communications.
A new calendar view lets lenders see loan-related dates and events laid out visually instead of in a list.
Loan documents are now grouped alphabetically with clear headings, making it faster to find the file you need.
Borrowers can now see a dedicated draws section in their portal menu, making it easier to track and manage their draw requests.
Automatic notifications now alert relevant parties when a draw request is delayed, keeping everyone informed without manual follow-up.
Lenders can now generate and manage loan payoff requests directly within the system, including a dedicated page for reviewing payoff details.
Lenders can now see a loan's prefunding balance, giving visibility into funds held before a loan officially closes and disburses.
Lenders can now collect credit and ACH authorization directly through the platform, simplifying payment setup for borrowers.
The borrower portal now shows a status indicator so borrowers can see progress at a glance.
Lenders can now edit a borrower's information while their invite is still pending, instead of having to wait for acceptance first.
Further improvements to the external loan application experience make it smoother for borrowers to submit applications online.
Loan records can now pull in property data automatically from Rentcast, saving time on manual research during origination.
Lenders and investors can now control whether Social Security numbers are shown or masked on relevant screens, improving data privacy handling.
Lenders can now enable or disable insurance tracking on a loan, giving more control over which loans include insurance monitoring.
Tracking Insurance Information & Expiration DatesLoans now include a checklist so lenders can track required steps and documentation as a loan moves through processing.
Lenders can now add and manage title companies associated with their loans directly in the platform.
How to Create a Title Company as a ContactTerm sheets can now be viewed on mobile devices, making it easier to review loan terms on the go.
Lenders can now fund investors directly from the platform, with improved tools for managing capital contributions and raises.
A new Loans Report gives you a consolidated view of loan data for easier portfolio analysis.
How to Create and Customize Loan ReportsA new investor detail page lets you view an individual investor's information in one place.
You can now assign and view tags directly on loans in the pipeline, making it easier to categorize and track loans at a glance.
How to Add or Remove TagsTerm sheets now show a warning when they still need to be signed through DocuSign, so nothing falls through the cracks.
You can now edit the date on an existing loan transaction instead of needing to reverse and re-enter it.
Loan payments can now return investor principal in addition to paying out interest, keeping investor balances accurate.
The borrower list can now be sorted, making it faster to find the borrower you're looking for.
Users can now upload and display a profile picture on their account.
Loans now support entering an as-is property value with an automatically adjusted LTV, and a new LTV column is shown in loan lists for quick reference.
A new reports area is now available in the platform, giving lenders a dedicated place to view and generate reports.
Lenders can now originate loans using an additional lending method, expanding the loan programs available.
Draw pricing details are now presented more clearly, making it easier to review costs associated with draw requests.
Investor records can now be edited directly within the investor list without opening a separate form.
Lenders can now upload and display their own company logo within the platform for a more branded experience.
How to Update LogoUser accounts now enforce stronger password requirements to help keep lender and borrower accounts secure.
Loan pricing now supports an additional points bonus option, giving lenders more flexibility when structuring loan terms.
Lenders can now generate 1098 tax forms directly from the system for reporting interest paid on loans.
How to Bulk Distribute 1098 Borrower Interest and Tax StatementsWhen creating a new borrower, address and contact fields now autocomplete, making setup faster and more accurate.
A new origination report gives lenders a summary view of loan origination activity and volume.
Lenders can now view a visual funding map showing loan activity and distribution across locations.
Lenders can now generate a bank packet document directly from a loan for submission to banks.
The public lender directory now displays updated logos and improved listing details for easier discovery.
Document data extraction is more accurate, making it faster and easier to pull key details from uploaded files.
You can now delete a term sheet directly from a loan, giving you more control over loan documents.
The calculation used for default interest on loans has been updated for improved accuracy.
Automatic Default RatesA new calculator lets you estimate loan payments and income figures directly, making it easier to evaluate deals before submitting them.
Email notifications sent to borrowers and investors have been reworked with updated templates and more reliable delivery.
Borrowers and investors now see a clear confirmation message with next-step instructions after submitting information through the portal.
Payments now display detailed status information from the USIO payment processor, giving lenders clearer visibility into payment progress.
The loan pipeline board now supports smoother drag-and-drop when moving loans between stages.
Payment records can now be sorted and reviewed more easily, with several usability improvements to how payment information is presented.
Lenders and borrowers can now receive text message alerts for important account activity.
How to Send SMS MessagesLenders can now add and manage bank accounts directly within the platform to support payment processing.
Configuring Your ACH AccountLenders can now show or hide specific loan configuration dropdown fields to simplify their loan setup screens.
Lenders can now download a complete loan package directly from the platform instead of gathering documents manually.
Lenders can now use checklists on loans to track required steps and documentation, helping ensure nothing is missed during origination or servicing.
Managing team members has been improved, giving lenders an easier way to add, edit, and oversee the users on their account.
How to Add/Change/Remove a Team MemberWire transfer handling has been improved, making it easier to send and track wire-based loan funding and payments.
A new lead intake form lets prospective borrowers submit their information directly, now with phone number validation to ensure accurate contact details.
Lenders and borrowers now receive email notifications when transactions occur on a loan, keeping everyone informed without needing to check the portal.
Lenders can now generate more detailed payoff letters, giving borrowers a clearer breakdown of amounts owed to close out a loan.
How to Generate a Payoff LetterNew borrowers now see a set of onboarding tasks in their portal, guiding them through the steps needed to get their loan moving.
What Does Borrower Onboarding Look Like?Loan grading has been refined to give lenders a more accurate view of loan risk at a glance.
Uploading loan documents is now faster and more reliable, with clearer progress feedback throughout the process.
Borrowers and lenders now receive an automatic email notification when loan funds are deposited, keeping everyone informed without manual follow-up.
Borrowers can now submit project progress updates through the portal for lenders to review.
Lenders can now add internal comments to loan records and see late payments highlighted in the loan list for quicker follow-up.
How to Add Notes or Comments to a LoanLenders can now edit investor profile and contact information directly within the platform, without needing support intervention.
The mobile menu has been reworked for easier navigation, making it simpler to move around the platform from a phone or tablet.
When editing document templates you now see warnings for missing or invalid tags, plus an expanded set of tags including coborrower details, so generated documents come out complete and accurate.
The order in which loan cards are arranged in the pipeline now stays saved, so your custom sorting is preserved between visits.
Lenders can now convert an originated loan directly into servicing status, streamlining the handoff from origination to ongoing loan management.
Lenders can now record and track after-repair value (ARV) figures for both the lender and the borrower on a loan.
Lenders can now see a dedicated list of completed loans, separate from active pipeline loans, for easier tracking of finished deals.
Where do I find Canceled, Completed, or Rejected Loans?Loans that are past due now appear visually highlighted in the pipeline view, making it easier to spot loans that need immediate attention.
Lenders can view an updated earnings view showing income generated across their loan portfolio.
Lenders can now share a public link that lets borrowers start and submit a loan application directly, without needing an existing portal account.
Where Do I Find My Loan Application Link?Track loans through a visual pipeline and manage required items for each loan with a dedicated checklist.
Pull a borrower's credit score directly within a loan after capturing their consent, and submit the request without leaving the workflow.
How to Soft Pull a Borrower's Credit ScoreResend a borrower's portal invitation when they haven't completed setup, so they can get access without starting the process over.
How to Invite a Borrower or Investor to their PortalSearch across loans directly from the platform to find what you need faster, with additional refinements to make results more useful.
Lenders can now manually override a loan's assigned grade, giving more control over risk classification when automated grading needs adjustment.
Users can now secure their accounts with two-factor authentication delivered via email, adding an extra layer of login security.
Investors can now see an annualized return figure for their investments, making it easier to compare performance across loans.
The dashboard now displays average metrics, giving lenders a quick summary view of portfolio performance alongside individual loan data.
Lenders and borrowers now receive an email notification whenever a new document is uploaded, keeping everyone informed without checking the portal manually.
Lenders can now set up online payment processing directly within Lendr, including entering company and representative details, accepting terms of service, and verifying bank accounts.
Lenders can now add credit cards and bank accounts as payment methods and manage them from a dedicated payment methods page.
Lenders can now start a free trial, choose a subscription plan, and apply coupon codes when signing up.
Lenders can now allocate investor funds directly to specific transactions, making it easier to track how investor money is applied.
Borrowers and investors now receive email notifications whenever they log in to their portal, adding an extra layer of visibility into account access.
Lenders can now send automated reminders for pending wire transfers, helping keep funding on schedule.
Lenders can now cancel a loan that is already active directly from the loan record, without needing to work around the system.
The investor dashboard now displays a clearer, easier-to-read graph of investment performance over time.
Improved verification for custom hostnames and domains, making it easier to set up and confirm your branded portal domain.
Users can now sign in using their existing social media accounts instead of creating a separate password, making portal access faster and simpler.
Lenders can now define and track a scope of work on a loan, supporting projects that involve renovation or construction draws.
How to Create a Scope of Work for a LoanLenders can now upload proof of insurance, comp, and purchase and sale agreement documents directly to a loan.
Lenders can now track outstanding action items on a loan in a dedicated table and receive notifications when items are pending.
Creating and editing document templates is now smoother, and the tag reference page was updated to make finding available merge tags easier.
Creating & Managing Document TemplatesLenders now receive alerts when approved or pending loans are approaching their scheduled closing date, helping avoid missed deadlines.
When declining a loan, lenders can now record a specific rejection reason for the file.
Borrowers can now confirm and verify their contact information to keep their loan records accurate and up to date.
Borrowers can now see and reach their dedicated account manager directly via email from within the platform.
The borrower onboarding process has been refined for a smoother start when applying for a loan.
Loan records now reflect live data pulled directly from the database, giving a more accurate and up to date view of loan progress throughout the platform.
Investors can now set up and manage their profile information directly within the platform as part of the new investor portal experience.
Loan documents are now checked for empty or incorrect merge tags before finalizing, reducing errors in generated paperwork.
You can now cancel and resend investor invitations directly, giving you more control over onboarding investors to a deal.
Generated loan documents are now uploaded to secure cloud storage, making them more reliably available for retrieval and download.
The create borrower form now validates entries as you go, helping catch missing or incorrect information before submission.
