Funding Workflow Enhancements - September 2025 Release

Modified on Tue, 16 Sep at 2:39 PM

Funding Workflow Enhancements



1. Charlie continues to refine Funding workflows with impactful enhancements for smoother, faster processes. Updates made to the Progress Item in this release are being applied to the Funding Review for consistency across the platform.



2. Beginning with Agent Info in the Review, all closing parties are now together in a single table. This gives Funders a quick overview where they can add agents on the fly and maintain accurate details with ease.



3. Next, the Wire Details section now include several required fields, enhancing accuracy and tracking.

Also within the details, the Warehouse Line MERS Org ID populates automatically when the Bank is selected, if the ID is available.



4. If the ID is not present, the field becomes editable to enter the number.



5. The Wire Details summary table now also displays the Warehouse Bank name. No need to open the event to see the information.



6. Updates to the Loan Funding Details include reordered fields for clarity and removal of duplicates.

Also, precise time tracking has been added for detailed wire monitoring.



7. New support for Overwire Items allows entry of multiple types, automatically calculating the sum total.



8. And finally, the Balance Sheet is more intuitive with debit and credit columns reorganized to provide a standard view.


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