1757447493328
v2025.9.9
by Sameer Kapur
Improvements Dashboard URLs now update with active tab, filters, and pagination state for easier navigation and troubleshooting. Added new application report columns for Denial Reason, Mailing Address, and Application Link Preferences 1749011207846
v2025.6.3
by Sameer Kapur
Improvements Activity trail now logs when roles are imported from core and when roles are closed in core New optional configuration to send roles to pending if SSN matches other members on the same membership Fixes Resolved issue 1748404712934
v2025.5.27
by Sameer Kapur
Improvements The Application Report export now supports filtering by: Date Created, Date Submitted, Date Approved, Membership Type. Additional filters will be rolling out in the next few weeks. Exported reports can now be saved to the 1747370184259
v2025.5.15
by Sameer Kapur
Improvements For FIs with funding-before-submission enabled, we’ve updated the card funding flow to reduce fraud, prevent $0 balance accounts, and give applicants faster feedback if there’s an issue with their card. Rollout details will be 1746771168674
v2025.5.8
by Sameer Kapur
Improvements Added a document category field, allowing staff to select the type of document when uploading via the dashboard. This classification determines how files are routed to your SFTP or document storage. Fixes Rolled out fixes on 1745366351427
v2025.4.22
by Sameer Kapur
Improvements Added “System Generated” as the source label for documents that are automatically generated, improving clarity within the documents table on the dashboard. Added ability to disable the cash/check funding option on In-Branch 1744931370825
v2025.4.17
by Sameer Kapur
Improvements Cleaned special characters (e.g. “#”) from employee-uploaded document names to prevent file corruption. Updated employee dropdown to display email address if name is unavailable from IdP SSO import 1744757207069
v2025.4.15
by Sameer Kapur
Improvements Updated all mentions of “Joint Holder” to “Joint Owner” on the dashboard for consistency. Added an optional setting to automatically convert all documents to PDF before sending them to your SFTP server. Contact your CSM to 1744323783700
v2025.4.10
by Sameer Kapur
Improvements ACH Fundings through NACHA Files: The final transaction status is now labeled “completed” instead of “initiated” on the dashboard. For further details on funding states, please refer to our Funding Status