Insights

Release 9.5 is Live: Enhanced Deal Screening, AI Credit Memos, Core Integrations

July 10, 2025

Release 9.5 is now live and includes some major updates to help streamline your workflows and improve efficiency.

Here’s what’s new: 


Redesigned Pre-Flight Deal Screening

Now a structured mini-application with full Work Management support

AI in Credit Memos

Summarize, simplify, or improve content directly in the platform

Enhanced Workflow UX

Smarter task views, improved navigation, and streamlined service request handling

Core Integrations

Seamless loan boarding with both Fiserv DNA and Jack Henry SilverLake

Stay Compliant. Lend Smarter.

See the 9.5 Updates in Action

Request a personalized demo today.

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