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Planning (2)
Closing/Funding Underwriting

Automated Tax Return Transcript Integration
Application/Intake

Referral Partner Portal Improvements
In Progress (1)
Application/Intake Underwriting

Click-to-Order Lumos Reports
Released (8)
Application/Intake Applicant Portal Closing/Funding

In-App Messaging for Lenders and Applicants
General Updates

Add Lender Filter to Dashboards & Lists
Application/Intake

Allow Referral Partner to Refer Multiple Products
Application/Intake Closing/Funding Underwriting

Companion Packages
Closing/Funding Underwriting

Generate To Do Tasks based on Master Stage
Application/Intake Underwriting

Improvements to Collateral Analysis
SBA

E-Tran Updates
Application/Intake

Automated Recommendations
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