Changelog

What we've shipped recently

Operational releases for processors, loan officers, and admins. We use relative dates so the log stays honest as the page ages.

  1. ShippedCondition Rail3 days ago

    Filter rail by exception type and stale age

    Processors can now slice the rail by exception tag (mismatch, missing citation, stale) and by how long a condition has been open.

    • New filter chips persist per user
    • Stale age computed from last status change, not last view
    • URL is shareable across processor handoffs
  2. ImprovedBorrower Portal2 weeks ago

    Upload retry states are now explicit

    Failed uploads no longer silently disappear. Borrowers see the retry state, the reason, and a single button to try again.

    • Transient network failures auto-retry up to 3 times
    • Permanent failures (wrong file type, oversize) show plain-language reasons
    • Processor side gets an exception tag instead of a ghost upload
  3. ShippedPacket Room3 weeks ago

    Underwriter packet PDF export

    Export the full underwriter packet — conditions, evidence, audit trail, safety boundary — as a single PDF.

    • Print stylesheet tuned for letter and A4
    • Each document keeps its source citation
    • AI safety boundary is printed on the cover page
  4. FixedLOS Sync5 weeks ago

    Calyx Point import cleanup

    Calyx imports were occasionally duplicating condition entries when the source file was re-uploaded. Imports now reconcile on a stable key.

    • Re-import is now idempotent
    • Old duplicate entries can be merged from the LOS Sync view
    • Audit log records the merge with the original source evidence
  5. ImprovedDocument Reader2 months ago

    Lower-confidence extractions route to review

    Extractions below threshold are now labeled Needs review instead of silently feeding the matcher.

    • Confidence band visible on every field
    • Override is one click and is logged with reason
    • Compliance-sensitive fields always route to review
  6. ShippedMessaging2 months ago

    SMS opt-in and opt-out flow

    Borrowers can opt in to SMS reminders during portal onboarding and reply STOP at any time. Opt-out is honored within seconds.

    • Opt status stored per borrower per loan
    • Templates never include approval/denial language
    • Every send is logged in the audit trail

Have a request? support@conditionrail.com