New
- Email notification for new listings that match a user's trade axes
- Improved notification for Platform Agreement verification
- Updates to network admin institutions tool
- Enhanced client prospecting with updates to internal prospecting tool
October 5th, 2020
September 21st, 2020
New
- Email notification for notifying users when their platform agreement has been internally verified
- Sign up workflow updates including updated organization types
- Enhanced on-boarding notification updates
August 31st, 2020
New
- Updated on-boarding workflow for organizations looking to integrate with a core provider
- Improved internal tool for tracking and managing organizations signed up on the platform
- Improved tool for network admins to manage users and organizations signed up for their network on Stackfolio
August 24th, 2020
New
- Updates to email notifications for transactional activity
- Improvements to communication tool and access to different buyers
- Cleaned up research data and institution searches in custom peer groups tool
- Improved sign up and on-boarding workflow
August 18th, 2020
New
- Link previews for network links updated with relevant branding
- Links in network login and signup pages to more information about the referrer
- Updates to institutions tool for internal and network admin use
August 10th, 2020
New
- 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
New
- 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
New
- 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
New
- 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
New
- 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