Stackfolio changelog

The team at Stackfolio would like to announce one of our biggest product upgrades ever: Transactions 3.0. The sweeping upgrade includes:

• Replacement of the transaction process system with an easier to navigate, trade-based, customizable tool suite for buyer and seller counterparties.
• Updated user interfaces across all tools
• An Up Next/To Do list to better and more efficiently guide buyers and sellers through the trading process.
• Responsive tools that react to counterparty actions and update with the latest status information
• Better organization of communication between users, re-organized chat conversations into topical rather than event based
• Improvements and bug-fixes for due diligence uploads, categorization along with improved feedback and reporting of document tasks
• Patches and fixes to tape summary/listing generation
• Buyer scorecard information available to has been made available to sellers during the transaction
• Greatly improved page load times
• Some fun easter eggs when deals close!
• And much, much more...

• Improved feedback during tape summary generation
• Added granularity to tape exploration, allowing users to filter by multiple loan/asset ids
• Fixed logout button on NDA elements
• Allow shared listings to be expanded in the marketplace
• Disabled some due diligence functionality and access for mobile users
• Due diligence fixed for looking for finance listings. Allows file uploads and categorization
• Updated availability and placement of drift chat icon in transaction and marketplace
• Fixed faulty call to actions when adding collaborators to transaction

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!