Release 9.4 Now Live – SBA, Real Estate, and Workflow Enhancements

June 9, 2025

June 9th, 2025

This update includes improvements to SBA functionality, the first phase of our real estate lending documentation tools, and usability enhancements to streamline your daily processes. We’ve also introduced foundational features to support loan modifications in future updates.

Here’s what’s new:

Real Estate Lending Enhancements

New Wolters Kluwer document mapping (select states), collateral condition tracking, and flexible rate structure options

SBA Processing Updates

Changes to reflect SOP 50 10 8 requirements

Workflow & Navigation Improvements

Graph-based task tracking, better task assignments, and faster access to service requests and documentation requests.

Spreading & Credit Memo Tools

RMA benchmarking, updated templates, and new data entry safeguards.

Loan Modifications (Preview)

Initial features to support post-origination loan modifications.

Stay Compliant. Lend Smarter.

See the 9.4 Updates in Action

Request a personalized demo today.