Releases - 08.08.2025, 08.25.2025
Plaid Integration — Now Live
- Integrated Plaid into the underwriting and risk systems.
- Enables Bank account verification and analytics.
- Provides real-time access to bank account verification, balances, and ownership.
- Reduces manual uploads and enhances the accuracy of fraud detection.
Quick Boarding — More Control
- Now supports full customization of your Quick Boarding application directly from the Admin Settings page.
- Administrators can adjust parameters including processor selection, accepted business types, equipment, required documents, and more.
MPA — Fresh New Design
- The new and improved MPA Tool is now live.
- Features a complete design overhaul to enhance user-friendliness, efficiency, and alignment with the overall CRM design.
- Released as “New App v2”, located directly below the legacy Quick Boarding tool button.
- The legacy MPA will be sunset once all planned enhancements for the new tool are completed.
New UI Rollout (Phase 1)
- Launched the initial phase of the new modern CRM interface.
- Features a refreshed layout, cleaner navigation, and enhanced usability.
- Additional UI Enhancements are planned for upcoming releases.
System Optimization
- Improved system stability and reduced latency across reporting modules.
- Faster reporting and smoother performance across all modules.