Digital Account Opening (DAO)

Salesforce Financial Services Cloud Integration - Institutions can now connect Glide to Salesforce FSC, automatically syncing new member data from account opening directly into their CRM. Learn more

Collect Signatures Scoped by Membership Type - Document types in the Collect Signatures step are now filtered to the applicant's membership type, so members only see the signature documents relevant to their account.

Link-Based Applicant Tasks - Applicant tasks can now be configured to open an external link instead of requiring a document upload, with click tracking to confirm when applicants complete the step.

Digital Loan Application (DLA)

Debt Protection for Home Equity Loans and HELOCs - Members applying for home equity loans and HELOCs can now be offered debt protection plans during the application flow, consistent with how debt protection is presented for other loan types.

Loans by Type Analytics - A new "Created Loans by Type" chart in the DLA analytics dashboard shows loan volume broken down by loan category, making it easier to track application mix over time.

Per-Category Vehicle Loan Type Settings - Institutions can now enable or disable specific vehicle loan subtypes (trade-in, lease buyout, standard refinance, refinance with cash out, title loans) and assign dedicated rate sheets per loan category and subcategory directly from the dashboard.