March 9th, 2019 (Transactions 3.0)

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...

February 7th, 2019

  • 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

January 23rd, 2019 Changelog

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

January 2nd, 2019 Changelog - Transactions 3.0!

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

November 9th, 2018 Changelog

  • 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!

September 18th, 2018 Changelog - New Marketplace!

  • 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

July 17th, 2018 Changelog


  • 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

March 23rd, 2018 Changelog - Transactions2.0!

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!

February 12th, 2018 Changelog

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!

February 2nd, 2018 Changelog

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!

No published changelogs yet.

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