What's New with FORTH – January 2026
Welcome to the first edition of this year's monthly feature review! We have been hard at work enhancing your experience across FORTH CRM and FORTH PAY, focusing on streamlined workflows, better data visibility, and improved reporting tools to help you manage your clients more effectively.
CRM & User Interface Enhancements
Recover Deleted Contacts with Ease
We have introduced a Recycle Bin within the CRM settings, allowing you to view and restore contacts that were previously deleted. This safety net ensures that important client data is never permanently lost due to accidental deletion, giving you greater peace of mind when managing your database.
Organize Uploaded Files by Document Type
To help you find information faster, files in the Client Documents tab are now automatically grouped by document type in an expandable and collapsible view. This organization makes navigating through large sets of client documents much more intuitive and efficient.
Enhanced Multi-Select Filters for Task Reports
Managing your schedule is now easier with the addition of multi-select capabilities in the Calendar Task Report. You can now filter by multiple criteria simultaneously, allowing for more granular reporting and a clearer overview of your team's upcoming obligations.
Settlement & Transaction Management
Enhanced Clearing Logic for CFT Gateway Transactions
To provide more accurate financial tracking, all open and future-dated CFT transactions will now display a cleared date based on a standard two-business-day logic. This update ensures your records reflect realistic clearing times, helping you manage client expectations and cash flow more effectively.
Simplified Custom Fields for Settlement Offers
We’ve upgraded how you manage settlement offers by allowing Admins to create and manage custom fields that can be used directly in negotiation workflows. Additionally, these fields are now available as tags for documents and automated workflows, reducing manual data entry and speeding up the settlement process.
Consistent Parent Creditor Visibility
To ensure data integrity across your settlement tabs, the "Parent Creditor" column will now consistently display the parent creditor value, even when the creditor is the parent entity itself. This eliminates confusion and ensures your reporting remains uniform across the "Settlements" and "Ready to Settle" tabs.
Workflow & Automation
Prevent Duplicate Release Requests
To improve communication and prevent processing errors, the "Request Release" button on the client dashboard will now be disabled once clicked. The button remains inactive until a Forth Pay agent acts on the account or 24 hours have passed, ensuring that duplicate tickets are not inadvertently created.
Automated Tracking for Shipped Checks
We implemented a new automated process that connects directly to shipping carriers like FedEx, UPS, and USPS to track the status of mailed checks. We now received notification if a shipped check is not delivered within five business days. Our agents can then take any appropriate action, including notifying he DRSP. . This provides real-time visibility into undelivered items, allowing you to resolve delivery issues proactively without manual tracking.
Data & Technical Improvements
Dynamic Intake Form Definitions
Users now have the ability to define exactly which Intake Form is applied to leads entering through specific Data Sources. This ensures that the correct data is captured from the start, leading to more accurate lead processing and a better onboarding experience for your clients.
Improved Document Categorization for Submissions
The Advance Submission Doc table UI has been updated to include both "Document Type" and "Category." This dual-layer categorization makes it easier to organize and verify that all necessary documentation is present and correctly labeled before moving forward with a submission.
Enhanced Filtering with Loan History Types
To support more targeted marketing and client management, we have added "Loans" as a selectable option in the "Last History Type" filter. This allows you to create more dynamic contact lists specifically based on loan-related interactions and history.
Detailed Lender Submission Notes in API
Our API response for Lender Submissions now includes detailed notes, providing more context for developers and integrated systems. This transparency ensures that any updates made to lender submissions are clearly documented and easily accessible via your external tools.
Optimized Permission Synchronization
We've improved the way the system handles permission updates by ensuring the cache is invalidated immediately when changes are made. This technical update ensures that any changes to user access rights take effect instantly, maintaining the security and integrity of your account.