Welcome to our June 2026 release notes! This month, we have rolled out several powerful updates designed to give you more flexibility when handling client loans, streamline your daily payment workflows, and enhance security across your administrative settings. Let’s dive into what’s new on the platform.
These updates are organized into the following sections:
- Enhanced Payment and Fee Workflows
- Communication and Client Care
- Security and Reporting
- Infrastructure and Performance Upgrades
Enhanced Payment and Fee Workflows
Rebalance Performance Fees Directly from the Adjust Payments Page
You no longer need to navigate away to the enrollment details page to reactivate and adjust your performance fees. This workflow shortcut lets you review upcoming fees and run the rebalance tool instantly within a single interface, significantly reducing administrative clicks.
Cancel Past-Dated Performance Fees Without Timeline Restrictions
Users can now cancel past-dated Earned Performance Fees (EPFs) directly from the Adjust Payments screen without being forced by the system to change the original processing date. This provides your team with immediate flexibility to correct historical records while maintaining accurate transaction timelines for auditing purposes.
Track Fee Refunds Instantly in the Transactions Summary View
Account transfers, reversals, and pull-back credits associated with refunded performance fees are now systematically linked and displayed inside the enrollment summary view. This ensures your customer service teams have a complete, transparent timeline of all fee adjustments without diving into complex backend ledgers.
Prevent Processing Errors with Smart Direct Pay Safeguards
New built-in validation rules protect critical 3-day payment windows and automatically double-check creditor reference formats for Direct Pay accounts. These guardrails stop agents from inadvertently altering processing dates or selecting the wrong payee dropdowns for multi-entity creditors, ensuring client funds always route to the correct bank accounts.
Communication and Client Care
Generate Precise Active Settlement Summaries Instantly (DPP-25585)
A new global dynamic tag, [[ACTIVE_SETTLEMENTS_WITH_ADDRESSES_TABLE]], allows you to automatically insert a clean, organized table of all current, non-paid settlement terms and remittance addresses into emails, text messages, scripts, or PDFs. This makes it effortless to provide clients with precise, actionable instructions if they ever need to manage their settlement payments directly.
Get Clear Context with Information-Rich Task and Note Emails
Automated email alerts triggered by tasks and debt notes now automatically include crucial identifying details such as the collection agency, current/original balances, and the last four digits of the account number. This extra transparency eliminates confusion when working with clients who have multiple debts assigned to the same creditor, allowing your team to respond faster and more accurately.
Organize Affiliate Documents Automatically
Completed Clixsign documents pushed to the system from affiliate accounts will now automatically classify under the "Contract / Agreement" category instead of standard miscellaneous files. This update ensures that critical onboarding documentation is immediately organized and easy to locate within the client’s file history.
Security and Reporting
Enhance Data Integrity with Granular Debt Enrollment Permissions
We have decoupled the ability to enroll or unenroll debts from general debt editing access, establishing it as its own dedicated role permission. Administrators can now restrict this sensitive action to specific authorized personnel, minimizing user mistakes and establishing a cleaner audit trail.
Manage Platform Integrations with the API v2 Beta Toggle
Admin users will notice a new "Modules: API" section inside the core platform settings menu. This dedicated setting allows your organization to easily toggle and manage access to our latest API v2 Beta framework as you test and scale new integrations.
Clutter-Free Workflows via Filtered Trigger Event Options
The trigger event setup dropdown now dynamically filters out irrelevant business loan events for dedicated debt settlement accounts. This tailored view removes operational confusion for FORTH CRM users while keeping specialized business triggers safely reserved for Centrex users.
Infrastructure and Performance Upgrades
API-Based Virtual Bank Account (VBA) Transfers
All VBA-to-VBA transfers initiated via the API now instantly trigger dual ledger entries (withdrawals and deposits) inside the central transactions table, keeping tracking precise while automatically blocking overdraft attempts.
ACH Trace Automation
The system now automatically imports NACHA file trace numbers and cleared dates directly into the confirmation field for Direct Pay transactions, eliminating manual lookup steps when verifying proof of payment.
Direct Pay Migration
We have completed a bulk transaction conversion for specified accounts migrating over to the streamlined Direct Pay processing model, standardizing alphabetical reference data and updating disbursement fees.
Core Stability Fixes
Background maintenance resolved connection bottlenecks for Credit Portal SFTP uploads, eliminated balance cron query timeout errors, optimized secure cloud storage for GBC check return files, and enhanced support rep login tracking.
To access other monthly release notes, click Here.