Go-Live Date:
This release is generally available on June 25, 2025.

Release Overview

This release makes onboarding faster, more secure, and easier for both administrators and applicants. You’ll find:

• Streamlined onboarding: Track applications in one place with clear status updates.
• Stronger privacy protections: Sensitive information is masked throughout applications and documents.
• Improved applicant experience: Mobile-friendly portals support uploads, digital signatures, and notifications.
• Faster reporting: New reports and exports provide quicker, more accurate insights.
• Enhanced payments: Card reader and EMV integrations deliver smoother, more reliable transactions.

Highlights in This Release

🚀 New Features & Enhancements

• Simpler Admin Management: Manage onboarding with a redesigned dashboard and real-time status tracking.
• Stronger Security: Protect applicant information with role-based access and two-step verification.
• Better Applicant Experience: Applicants receive secure invites, can save progress, upload documents, and sign digitally with ease.
• Seamless Document Handling: Completed applications are securely archived as signed PDFs.
• Automatic Notifications: Instant alerts keep staff informed as applications are submitted.
• More Powerful Reporting: Access new reports, including a Virtual Credit Card (VCC) Transaction Report with filters and export options.
• Faster User Management: Search and onboarding workflows run more smoothly, with easier CSV data downloads.
• Improved Payments: Enhanced device integrations ensure reliable transactions, with clearer labeling for Amex cards.
• Smoother Processing: Updates improve speed and accuracy for payments and reconciliation.
• Better Account Matching: Virtual card payments now match more accurately to accounts.
• Clearer Navigation: Dashboards and forms are refined for faster, easier access.
• Mobile-Friendly Design: IDs and banking documents can be uploaded seamlessly on mobile devices.
• Guided Workflows: New prompts and validation messages offer support every step of the way.

🛠️ Bug Fixes

• Application forms now feature consistent dropdowns, better data masking, and improved calendar behavior.
• Status updates and notifications are more reliable and easier to understand.
• Payment history displays and plan calculations are more accurate.
• File uploads, user management, and data exports now have stronger error prevention.
• Search and breadcrumb navigation are improved for quicker access.

⚠️ Known Issues in This Release

• There are no known issues in this release.