Product Updates: August 19, 2026

New: Automated Statements & Email Delivery

Generate, review, and send statements—all in one streamlined workflow.

Create statements individually or in bulk, review and approve them before sending, deliver them directly to recipients, and keep a complete history of every statement process.

Configure → Review → Send

Learn more: 📄 Send statements with Statement Process

"Next Payment" and "Last Payment" Columns Added to the Loan Book Overview Table

Quickly see when a loan's next payment is due and when it was last paid, right from the loans list, without opening each loan individually.

Filter Funding Source/Entity statements by loan status

When generating funding source statements, choose which loan statuses to include (Active, Pending, Approved, Closed), giving you control over exactly which loans show up in the statement download.

New Fee type- % of Outstanding Principal and Total Compounding Interest

Calculated as a percentage of outstanding principal, outstanding capitalized compounding interest, and accrued non-capitalized compounding interest.