Digital Account Opening (DAO)

Occupation on Applications Report - Occupation is now available as a column on the Applications Report, downloadable from the dashboard.

Signature Requirement on Business & Trust Add-Product - The signature-required pop-up can now be configured to appear when adding products to Business and Trust memberships, matching the existing behavior for personal and minor memberships.

Digital Loan Application (DLA)

Documentation

Added:

• Finalize My Loan Functionality - What the feature does and how institutions can use it.

• Pre-Qualification Overview - What pre-qualification means, and its limitations.

Updated:

• Configuring Your Digital Loan Application: Lending Settings Guide - Now covers the new toggle for showing loan application links to non-members, the application expiration setting, and revised credit tier configuration instructions.

• Applicant Tasks - Now covers a new task type: External links.