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Planning (2)
Application/Intake

KYC Improvements
Application/Intake

KYB Improvements
In Progress (1)
Application/Intake

Automated Recommendations
Released (9)
Application/Intake Underwriting

Soft Credit Inquiries
Application/Intake Closing/Funding

Improvements to Authorized Users
Application/Intake Closing/Funding Underwriting

Auto-Generated To Do Tasks
Application/Intake Closing/Funding Underwriting

Product-Specific Tasks
General Updates

Stage Validator for Open Tasks
API

Task Webhooks
Application/Intake Closing/Funding SBA Underwriting

Enhanced Document Listing & Checklists
Applicant Portal

Ability to Hide Complete Documents in Applicant Experience
Application/Intake Closing/Funding Underwriting

Referral Partner Portal
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