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

January 27th, 2020

  • Updated Trade Center to include portfolio view of current trades
  • Added trade axes to sign up workflow and Trade Center view
  • Improved internal prospecting engine to find compatible trading partners

December 16th, 2019

Improvements to DD uploads mapping to loans, communication UI enhancement, and bug fixes

  • Due diligence documents will auto map to a loan if the document is inside a folder named after a loan ID. Including spaces
  • Improved communication UI, i.e. Stackfolio users' chat bubbles will show up as a different color than trade counter parties
  • As always, squashed bugs across the platform

November 25th, 2019

Marketplace updates, chat and document upload enhancements in the transaction engine

  • New marketplace filters and more accuracy on current filters
  • Enhanced listing summaries
  • Document uploads show more information regarding who it was uploaded by, when it was uploaded, and who can see it
  • Improved chat creation workflow

November 11th, 2019

Enhanced transaction engine for demand listings, improvements to due diligence document uploads, and bug fixes

  • Transaction engine for Looking To Finance shows matching Looking For Financing listings in overview
  • Also added the ability to communicate and create channels to talk to your collaborators
  • Improvements to suggested Up Next action items based on collaborator's role
  • Communication links open the channel directly in mobile

November 5th, 2019

Improved internal tools for customer support, mobile enhancements, bug fixes

  • Internal tool for user account management for more seamless client on-boarding
  • Improved mobile bank search experience
  • Added more information and fixed bug fixes in the transaction engine