Release Notes - April 24th, 2026

This release expands Originator Exports with new loan mix fields, giving you more insight into how a loan officer’s production breaks down once the data leaves the platform.

What’s in this release?

More Depth in Originator Exports

You can now include four additional fields in your Originator Exports: Purchase %, Refinance %, Conventional %, and Government %.

Build recruiting shortlists of purchase-heavy originators
Compare conventional vs. government mix across candidates

Company Branches Table

Search the Branches toolbar to filter the table instantly.

Match on branch name or NMLS ID
Match on city or state
Match on branch manager name or NMLS ID

A Cleaner Branches Table

We’ve tightened up how the Branches table displays information.

Branch column now leads with City, State, with NMLS ID underneath
Parent-company name no longer repeats on every row
Branch Manager cell now shows NMLS ID beneath the manager’s name

Sharper Branch KPIs

Producing Branches now displays as a percentage, with the unit count alongside
Top 3 Concentration is more accurate across every view
KPIs stay frozen during active search, so the header doesn’t shift as you narrow results

Unified Branch Exports

Branch exports now use the same export dialog as Originators and Transactions.

Consistent experience across the product
Full Company, City, State Branch string preserved in the exported Branch Name column

Company Profile Polish

Bank and credit union badges now display more reliably on depository lenders