New features and improvements, newest first. A pop-up tells you when a new version arrives; you can read the full notes any time here.
v1.9LatestSeptember 28, 2026
Client portals and portal requests
Borrowers, investors and brokers can now sign in to one secure portal. Everything they ask for lands in a Portal requests queue for your team to approve.
Borrower, Investor and Broker portal sections
Invite from the contact's Portal access card
Portal messages in the Inbox
Payout statement and PAD change requests
Portals
Turn each portal on under Settings → Portals, choose which requests portal users may send, and set your support email, phone and welcome message.
Portal requests
Approving a request runs the same staff action you use every day, with the same permissions and dual control.
v1.8August 31, 2026
Accounting: payables, operating bank and period close
Record bills and expenses, reconcile the operating bank account and close each month.
Vendors, bills and payments
Operating bank reconciliation
Financial statements
Period close with sign-off
A new Accounting card on the dashboard shows month-to-date income, expenses, net income, operating cash, trust balance and GL health.
v1.7July 30, 2026
Appointments and staff schedules
Book in-office, virtual or client-site meetings, and manage working hours and time off.
Appointment calendar and agenda
Staff working hours and time off
Appointment types are set up under Settings → Appointments.
v1.6June 26, 2026
Authenticator app sign-in
Use an authenticator app for two-step verification and choose your default method in My Security.