Stackfolio changelog

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

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

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

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

Enhanced "Looking To Buy" transaction engine, improvements to internal tools, and bug fixes

• Looking To Buy engine shows potential listing matches from the marketplace
• Improvements to tape exploration for tapes with a single loan
• Enhanced internal tools for more seamless customer service and ease of use

Marketplace summary improvements, new transaction tool, and bug fixes

• Improved accuracy of maps in marketplace listings
• New Custodian tool to input loan document shipments with live updates
• Link previews for marketplace listing links show listing level information

Improvements to marketplace load speeds, better chat notifications and conference calling

• Revamped load time and UX on the Marketplace
• Added more customization in the sign up workflow to choose from a wider variety of purposes
• More consistent chat email notifications
• Improved chat and conference calling UI/UX
• New option for a seller to remove a tape from the tapes tool in the transaction engine

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