May 20th, 2019

Revamped Looking To Buy transaction engine, improved due diligence categorization, and updated search on the research product

  • Looking to Buy transaction engine now auto-matches listings from the marketplace according to your demand listing
  • Displays them in the transaction page's Overview section with links to the marketplace summary
  • Updated search suggestions in scorecards and custom reports
  • More customizable due diligence categorization for synced LOS documents

May 14th, 2019

Improved personalization on the marketplace

  • Your latest marketplace filters will now automatically be applied next time you visit the marketplace
  • Email notifications any time a new listing is created that matches your marketplace filter history
  • More squashed bugs and UI improvements

May 7th, 2019

Revamped communication UI and performance

  • Improved communication tool allows for easier navigating
  • Real time message notifications in chat engine
  • Several internal tools to enhance customer support
  • Squashed Bugs.

April 22nd, 2019

Bug fixes and performance enhancements

April 15th, 2019

Additional features and bug fixes

  • Enhanced transaction tools on mobile with more information and better user experience on mobile devices
  • When uploading a tape, sample tapes are provided for your chosen asset class to make the listing and summary process smoother
  • New "viewer" seller collaborator type. Sellers can add other Stackfolio users as viewers. Viewers can see channels and tool information, but cannot take any action (i.e. sending chats, granting access, selecting bids, etc.)
  • Closed trades do not allow any user to take action on the trade
  • UI enhancements and bug fixes across the transaction engine

April 9th, 2019

New account management features and bug fixes

  • New SMS notifications and ability to opt in and out of email and SMS alerts
  • More account management options - add, remove, and edit admins for your organization
  • Fixed listing workflow bugs
  • Ability to view due diligence documents from multiple loans and categories at once
  • Enhanced chat experience with automated messages sent for important transaction related events

March 9th, 2019 (Transactions 3.0)

The team at Stackfolio would like to announce one of our biggest product upgrades ever: Transactions 3.0. The sweeping upgrade includes:

  • Replacement of the transaction process system with an easier to navigate, trade-based, customizable tool suite for buyer and seller counterparties.
  • Updated user interfaces across all tools
  • An Up Next/To Do list to better and more efficiently guide buyers and sellers through the trading process.
  • Responsive tools that react to counterparty actions and update with the latest status information
  • Better organization of communication between users, re-organized chat conversations into topical rather than event based
  • Improvements and bug-fixes for due diligence uploads, categorization along with improved feedback and reporting of document tasks
  • Patches and fixes to tape summary/listing generation
  • Buyer scorecard information available to has been made available to sellers during the transaction
  • Greatly improved page load times
  • Some fun easter eggs when deals close!
  • And much, much more...

February 7th, 2019

  • Improved feedback during tape summary generation
  • Added granularity to tape exploration, allowing users to filter by multiple loan/asset ids
  • Fixed logout button on NDA elements
  • Allow shared listings to be expanded in the marketplace
  • Disabled some due diligence functionality and access for mobile users
  • Due diligence fixed for looking for finance listings. Allows file uploads and categorization
  • Updated availability and placement of drift chat icon in transaction and marketplace
  • Fixed faulty call to actions when adding collaborators to transaction

January 23rd, 2019 Changelog

Improvements to new transaction experience

  • Added new events and notifications for file uploads, communication, and more so it's easy to stay up to date
  • Cleaned up manual listing workflow for simpler and more informative listing creations
  • Improved account management page
  • Smoother walkthroughs to make it even easier to get familiar with the platform
  • Improved the mobile experience so you can easily stay up to date and move forward with trades on the go

January 2nd, 2019 Changelog - Transactions 3.0!

Drastic improvements to the listing and transaction processes

  • New manual listing process makes it easy to list for sale or demand even if you don't have a tape yet
  • New tape page includes summary statistics and visual representations of loan data at the click of a button
  • Filtering and searching tape data allows you to see financial and geographic data on any subset of loans in a tape
  • New due diligence room makes it easy to upload, download, and categorize loan documents to speed up the transaction process
  • Communication is a brand new experience with features like private chats and conference calls
  • You can create a chat conversation or schedule a conference call with your choice of collaborators at any time during a transaction
  • If you want to get in touch with us, you can create a conversation with a Stackfolio team member at the click of a button right on the transaction page

We're excited for you to enjoy the new and improved Stackfolio experience

No published changelogs yet.

Surely Stackfolio will start publishing changelogs very soon.

Check out our other public changelogs: Buffer, Mention, Respond by Buffer, JSFiddle, Olark, Droplr, Piwik Pro, Prott, Ustream, ViralSweep, StartupThreads, Userlike, Unixstickers, Survicate, Envoy, Gmelius, CodeTree