Stackfolio changelog
Stackfolio changelog

October 5th, 2020

  • Email notification for new listings that match a user's trade axes
  • Improved notification for Platform Agreement verification
  • Updates to network admin institutions tool
  • Enhanced client prospecting with updates to internal prospecting tool

September 21st, 2020

  • Email notification for notifying users when their platform agreement has been internally verified
  • Sign up workflow updates including updated organization types
  • Enhanced on-boarding notification updates

August 31st, 2020

  • Updated on-boarding workflow for organizations looking to integrate with a core provider
  • Improved internal tool for tracking and managing organizations signed up on the platform
  • Improved tool for network admins to manage users and organizations signed up for their network on Stackfolio

August 24th, 2020

  • Updates to email notifications for transactional activity
  • Improvements to communication tool and access to different buyers
  • Cleaned up research data and institution searches in custom peer groups tool
  • Improved sign up and on-boarding workflow

August 18th, 2020

  • Link previews for network links updated with relevant branding
  • Links in network login and signup pages to more information about the referrer
  • Updates to institutions tool for internal and network admin use

August 10th, 2020

  • Cleaned up transaction event notifications
  • Option for networks to have custom NDA for users that sign up through their Stackfolio sign up link
  • Clean up of branding on network pages (i.e. marketplace, trade center, transaction engine)
  • Updated research with 2020 Q1 data for credit unions and banks
  • More improvements to internal prospecting engine to find compatible trading partners

July 24th, 2020

  • Went live with JHA integrated listings
  • Client signed up through the JHA network on Stackfolio can create listings using the loan data in the JHA core
  • No need to upload a tape if the client's institutions is core integrated with JHA
  • Integration set up for banks and credit unions

May 2nd, 2020

  • Updated research with 2020 Q1 data for credit unions and banks
  • Improved DD categorization - includes default categories for each product type
  • Cleaned up research bugs on scorecards and custom reports

March 23rd, 2020

  • Improved marketplace listings to provide more information
  • Updated transactions to create "Spinoffs" on locked bids
  • Remaining loans not included in the locked spinoff remain listed on the marketplace

February 15th, 2020

  • Updated research with 2019 Q4 data for credit unions and banks
  • Improved DD API pulls
  • Improved the way clients view and manage their trade axes in Trade Center
  • Updated sign up workflow to gather specific trading insight