Stackfolio changelog

• 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

• 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

• 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

• 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

• 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

• Updated Trade Center to include portfolio view of current trades
• Added trade axes to sign up workflow and Trade Center view
• Improved internal prospecting engine to find compatible trading partners

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