- 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
- 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
- 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
- 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
- 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
- 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