Product Updates: June 03, 2025

Last updated: May 7, 2026

Changes to Clients Page

New data points in the Clients table:

  1. Current Commitment — The total commitment amount across all active loans for each client

  2. Outstanding Balance — The total outstanding loan balance for each client

  3. Total Overdue — The sum of all overdue payments on active loans

  4. Warrants Value — The total value of warrants held for clients with equity

  5. Shares Value — The total value of shares held for clients with equity

  6. Next Payment Date — The next expected payment date for each client

  7. Last Payment Date — The date of the client's most recent payment

Enhanced Filtering Options:

  • Filter clients by key metrics including balances, payment dates, and submission dates—or use the archive toggle to view only inactive clients

  • Create custom views by saving your preferred filter combinations for quick access to frequently referenced client lists

To view clients with active loans, search for clients with a Current Commitment greater than 1.

New Field Type: Percentage

We’ve added a new property field type: Percentage.

This field type enables clearer data presentation by displaying values in percentage format.

Note: To convert an existing decimal or number field to a percentage, contact your Hypercore Customer Success Manager.

Updated Equity Management Features

Owners - You can now assign owners to any equity entity.

Return of Capital - Track capital returns to equity separately from profits with our new Return of Capital transaction type support, enabling more precise reporting.

Global Search: Funding Entities

We’ve added funding entities to Global Search functionality.

Display Totals on Tables

We’ve added a summary row that displays cumulative amounts such as Charged Amount and Outstanding for Fees, Deposits, and OID Components.

New Fee Calculation: % of Interest Repayment

We’ve added a new fee calculation method: “% of Interest Repayment,” so fees are charged only on the interest portion - not the full repayment.

Funding Sources: Import OID Values

You can now import and overwrite OID Values for funding sources through both the funding source page and bulk actions panel.

Loan Schedule: OID Cost Breakdown

We’ve added a detailed breakdown in the OID Cost column of the loan schedule that displays the current amount along with amortized and unamortized components.

Deposits: Exclude Fees on Deposit Payment Date

We’ve introduced a new condition that allows excluding fees due on the deposit payment date from being deducted from the deposit. This is especially helpful for deposits paid on a disbursement date.