Stackfolio changelog

More diverse transaction engine, custom invoices on transaction close, and marketplace improvements

• Added downloadable invoices on transaction close - invoice price is customized for each organization based on their agreement with Stackfolio
• Marketplace gives high level summary of filtered listings at the top of the page when filters are chosen
• Revamped Looking To Finance transaction engine. Includes Counter-parties, Term Sheet, DD, Misc Files, and Transaction Agreement tools
• Scheduling a conference call now gives you the number and PIN when you schedule it, along with a reminder 30 min before the call

Updates to chat, direct links to institution's scorecards, and squashed bugs

• Improvements to the chat tool's robustness, along with squashed bugs
• Updates to internal tools for smoother client on-boarding
• Added direct links to institutions' standard and deep dive scorecards

We are excited to announce that Stackfolio has released both incremental improvements and substantial upgrades to both its marketplace and transaction engine:

• Comprehensive integration with the LiquidFSI platform and marketplace to support seamless deal flow between counter parties.
• Large detail map is available on LiquidFSI listings when geographic information is available.
• Improvements in marketplace to substantially increase load times, heavier graphing libraries replaced with lightweight substitutes
• Marketplace map previews are enabled on more listing types that contain geographic information
• Census tract information is now shown in listings when available

Improvements to mobile chat UI and scorecards UI, and fixed bugs

• Better navigation in mobile chat from groups to topics to chat box
• CTAs (call to actions) more visible and upfront on scorecards, improved UI makes it easier to see bank data
• Bug fixes for communication and collaborator features in transaction engine

Enhancements to marketplace speed, chat reactiveness, and due diligence UI polish/bug clean-up

Listing creation improvements, marketplace loads faster, census tract filters on marketplace, and cleaned up due diligence document syncing

• Manual listings save your progress if you leave the page or exit out
• Marketplace page and filters load faster
• Custom census tract listing filters in marketplace
• Due diligence document syncs get the latest version of each file without duplicating
• General UI and bug clean ups

Improved access controls and privacy in the transaction engine, bank scorecards UI clean up, and improved tape parsing

• Updated access controls for Looking For Financing transaction types
• Counter-parties tool added to Looking To Finance transactions
• Bank scorecards UI clean-up, dynamic to any screen size
• Improved handling of missing fields and/or IDs during tape upload and the resulting summary generation

Listing update notifications, enhanced marketplace filtering, new listing tag options

• Personalized emails informing you about listings that match your preferences on sign up
• Added Census Tract as a filter option for tapes or summaries that include loan or pool level census tracts
• Marketplace listing titles provide more precise information about the listing summary
• Enhanced internal tools allow us to better serve the users' specific needs

Updates to internal tools for smoother and more efficient user experience, enhanced chat and tape exploration

• Summary graphs in tape exploration are now expandable to full screen size
• Notifications regarding your trades are now branded if the listing was created on a network marketplace
• Added an option to view all the users in a channel in the communication tool
• As always, squashed bugs and UI improvements

• Enhanced mobile chat UI
• Upgraded internal packages for increased site performance
• Squashed bugs