Welcome to the August 2026 update for FORTH CRM and FORTH PAY. We are excited to share recent enhancements designed to streamline your daily operations, simplify document and lead management, and improve payment transparency across your portfolio.
These updates are organized into the following sections:
FORTH CRM Updates
Automate Legal Signatures with "State Attorney" Signer Types
Generating legal documents is now faster and less prone to manual errors. With the new "State Attorney" signer option, document templates dynamically pull state-specific counsel details based on the client's profile, automatically routing agreements to the correct attorney while preventing incomplete signature requests.
View Estimated Settlement Percentages During Debt Enrollment
Enrollment planning now offers instant clarity into debt settlement rates. The new "Est Settlement %" column displays configured rates for each debt type right in the debt selection interface, ensuring accurate consumer quoting without manual lookup.
Customize Co-Applicant Status Synchronization
Account administrators now have full control over how co-applicant status updates are handled. A new opt-in setting allows teams to enable or disable automatic status mirroring between primary applicants and co-applicants, protecting custom team workflows from unintended task triggers.
Streamline Mail Lead Sharing Across Parent and Child Accounts
Distributing mail leads across company hierarchies is simpler and duplicate-free. Parent accounts can select authorized child sub-companies during CSV uploads to automatically share lead records with complete status visibility across parent and sub-account list views.
Set First Draft Payment Date Guardrails
Ensure timely program engagement by configuring maximum scheduling windows for client first drafts. Administrators can establish a maximum day limit on enrollment plans, preventing first payment dates from being scheduled too far into the future and promoting stronger early retention.
Select Team Members Fast in Loan and Advance Submissions
Adding CC and BCC recipients to loan and advance submission emails is now effortless. The updated email fields feature smart dropdowns filtered by your organization hierarchy, allowing users to pick team members quickly or manually enter external addresses.
Search and Filter Contacts Using EIN and DBA Identifiers
Locating commercial clients is faster than ever with dedicated, searchable EIN and DBA fields. These standard identifiers now appear across search tools, forms, client dashboards, and report builders, making business-to-business record retrieval seamless.
Receive Instant Notifications for Loan Assignments
Stay updated on your workload with real-time loan assignment alerts. CRM users can opt in to receive instant notifications whenever a loan file is assigned or reassigned to them, helping representatives take immediate action without manually monitoring dashboards.
FORTH PAY and Reporting Updates
Audit Unmatched Automated Payments with Decision Logs
Payment processing now provides greater transparency when automated matching runs. The system logs decision entries whenever automatch cannot locate a corresponding record, enabling payment operations to quickly investigate and resolve unmatched items.
Prevent Duplicate Client Refunds Without Available Balance
Protect your accounts against unintentional overdrawing with automated fund checks. The system now verifies available balances before processing duplicate check requests or client refunds, ensuring payment transactions stay within cleared funds.
Filter Ready to Settle Reports by Settlement Commitment and EPF Balances
Settlement teams can pinpoint actionable files faster using refined report filters. The Ready to Settle report now supports filtering by minimum/maximum settlement commitment ranges and open EPF status, allowing managers to target specific debt opportunities efficiently.
Organize Advance Funds Modals by Creditor
Managing settlement funding transactions is now clearer and more intuitive. The renamed "Associated Payment" dropdown automatically groups open settlement payments and disbursement fees by creditor, eliminating payment confusion when dealing with multi-creditor accounts.
Security and Platform Updates
Track API Key Resets with System Audit Logs
Super Admins can now maintain complete visibility over API security rotations. The system activity log automatically records key refresh events with timestamps and user details, helping technical administrators instantly correlate credential updates with integration changes.
Enhance System Stability and Build Performance
We have streamlined system build architecture and expanded automated test suite coverage behind the scenes. These platform optimizations reduce update risks and improve overall portal performance and release reliability.
To access other monthly release notes, see our Release Notes archive.