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

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

• Trade Center interface and usability enhanced making it easier to view and engage in your current transactions
• Chat functionality improved
• More details in the demand listing summaries
• New Data!

• Brand new marketplace interface that makes browsing listings and finding exactly what you're looking for much easier
• Fast filtering and sorting maximizes the customization of what you see
• Listing summaries provide more information
• Email notifications have been enhanced so you get much more information about updates sent right to your email
• We have a new workflow for creating demand listings, so you can find what you're looking for faster
• Improvements to creating manual events, so you can customize your conversations with counterparties

Improvements!

• Chat updated on transaction page for smoother communication in real time
• Notification badges added to communication tab, so you know if you need to catch up on new messages
• Added more credit union data and enhanced the credit union scorecards
• Smoother tape upload process makes it quicker and easier
• Settlement details added to transaction process
• Regulatory data in the bank scorecards loads much more quickly and with new data
• We also made the process of electronically signing documents much simpler and smoother

A ton of changes since our last update. We've spent months working on the new transactions flow; we think you'll like it!

Some notable changes:

• Brand new Trade Center! Manage all of your trades and listings in one view. View progress on each trade and pick up right where you left off.
• Brand new Timeline! Added a timeline to the transaction page that will show all of the events that occur in the transaction.
• Brand new Transactions flow! Each step in the process now creates an event in the timeline from which you can start a real-time conversation.
• Improved Listing creation workflow.
• Improved file uploads and speed.
• Summary Generation, Bulk Downloads, and Bulk Uploads now display real-time progress.
• Reorganized the Process tab, now includes multiple sections.
• Added file categories for Due Diligence uploads.
• UI and mobile view improvements.
• Bug fixes!

See y'all next time!

Quick update!

• Added a confirmation box when attempting to delete report
• Mobile improvements
• When attempting to reset a password with an email that isn't in our database an error message will now display
• And of course... bugfixes!

Not too many drastic changes this time around!

• General bugfixes
• Small UI improvements
• News Digest emails should now have content again!

Stay tuned for some awesome updates to the transactions process!

Changelog January 26th 2018

We know it's been a while since our last update, a lot has changed! We'll be updating the changelog on a weekly basis so stay tuned for updates to our awesome platform!

Just a few major changes:

• Completely overhauled Custom Reports.
• Brand new transactions process.
• Chat! Talk with buyers and sellers on your transactions!
• Organizations can now assign roles to members.
• Overall UI improvements.
• Faster load times.

Some smaller changes:

• Added Quick Filters to the Marketplace.
• Design and speed improvements to Custom Reports.
• "Summary Generated!" email looks nicer now.
• Added ability to duplicate widgets in Custom Reports.
• Transaction Chat now looks better on mobile.
• Overall speed improvements.
• Bug Fixes.

We'll see you next time!

Our bidding process now has yield analysis built right in. We use industry standard indexes along side month over months cashflow projections.

Input multiple pre-payment assumptions and model out what your loan pool will yield based on pricing.

Powerful, and completely free.