LoanPASS Releases
Release notes for historical versions of LoanPASS.
2025 Releases
LoanPASS Release 06/20/2025
Our engineering team performed a migration to the Sandbox environment last night to implement several enhancements designed to improve the efficiency and performance of LoanPASS. Enhancements included in this release: Public API: The Public API now includes support for data tables, expanding integration capabilities with external systems. We recommend performing regression testing in your Sandbox environment to ensure all functionality is working as expected.
LoanPASS Release 06/10/2025
Our engineering team performed a migration to the Sandbox environment last night to implement several enhancements designed to improve the efficiency and performance of LoanPASS. If no issues are identified in Sandbox, these enhancements will be deployed to the Production environment on the evening of Wednesday, June 11th.
LoanPASS Release 05/20/2025
Our engineering team will perform a migration to the Sandbox environment this afternoon to implement several enhancements that will improve the efficiency and performance of LoanPASS. The following client-facing items will be included: Enhanced Encompass Integration: Push Updates from LoanPASS - For clients using the Encompass integration, once the initial record is created via the Encompass iframe, any subsequent updates made in LoanPASS can now be automatically pushed back to Encompass. Improved Visibility: Rejection and Review Required Reasons Moved - Rejection and Review Required reasons are now displayed above the rate grid for greater visibility and easier access during the pricing process. If no issues are found in Sandbox, these enhancements will be implemented in the Production environment on the evening of Wednesday, May 21st.
LoanPASS Release 03/14/2025
Last night, our engineering team completed a production migration to introduce several enhancements aimed at improving the efficiency and performance of LoanPASS. The following client-facing items were included: Price a Loan v3 – A redesigned Price a Loan page that allows users to customize and tailor their experience for improved usability and efficiency. Client Cloning – A feature enhancement enabling users to export their Production configuration and seamlessly import and overwrite their Sandbox configuration. Add Versions to Public API – LoanPASS configuration versions are now included in the public API, providing greater visibility and integration capabilities.
LoanPASS Release 02/19/2025
Last night, our engineering team completed a production migration to introduce several enhancements aimed at improving the efficiency and performance of LoanPASS. The following client-facing item was included: Single Sign-On (SSO) - Enabled through OpenID Connect, allowing users to authenticate via providers such as Okta, Google, Microsoft, etc. - For details on implementing this new feature, please reach out to support@loanpass.io.
LoanPASS Release 02/10/2025
Our engineering team will perform an update to LoanPASS to implement several enhancements that will improve the efficiency and performance. The following client-facing item was included: Client Facing Live Pricing Notifications - We are excited to introduce client-facing live pricing notifications—a new feature that delivers pricing updates directly to the user. This enhancement enables clients to stay informed of rate fluctuations as they occur, empowering quicker decision-making and improved responsiveness to market changes. - For implementation details, please reach out to support@loanpass.io.
LoanPASS Release 01/29/2025
Our engineering team will perform an update to LoanPASS to implement several enhancements that will improve the efficiency and performance. Bug Fix: Scenario Selection for Blended Best Execution Resolved an issue where selecting scenarios from the Blended Best Execution (Best Ex) tool for the same product did not function correctly. Enhanced Rate Grid Effective Timestamp Users can now specify whether the Rate Sheet or Version should determine the effective timestamp for the rate grid. Active Product Indicator on Pricing Profile Page The pricing profile page now features a new active status indicator, making it easier to identify active products. Improved Accessibility: Updated Float Button Alt Text The alt text for the float button has been updated to improve accessibility and clarity, ensuring a better user experience for those using screen readers or assistive technologies. Dynamic Form Improvements: Conditional Field Value Reset Conditional fields will now automatically clear values when they are hidden from view, preventing outdated or incorrect data from persisting in the system. Pipeline Management: Reassign Records with Ease Users can now reassign pipeline records to different team members, improving workflow efficiency and ensuring smoother record management.
2024 Releases
LoanPASS Release 12/24/2024
Our engineering team will perform an update to LoanPASS to implement several enhancements that will improve the efficiency and performance. If no issues are found in Sandbox, these enhancements will be implemented in the Production environment on the evening of Monday, January 30th.
LoanPASS Release 12/11/2024
Our engineering team will perform an update to LoanPASS to implement several enhancements that will improve the efficiency and performance. The following client facing items will be included: Iframe Float Request Messages: Resolves an issue where iframe float request messages were not displaying correctly. Input Fields Persistence: Fixes a problem where input fields were being wiped after exiting a pipeline record. Input Field Data Type Enforcement: Prevents users from inadvertently changing the data types of input fields. Permission Warnings: Adds a warning message to alert users when they attempt to access a pipeline record without the necessary permissions. Blended Best Execution Tool Tip: Improved tool tip for the blended best execution feature.
LoanPASS Release 11/22/2024
Our engineering team will perform an update to LoanPASS to implement several enhancements that will improve the efficiency and performance. The following user facing items will also be implemented: Products & Pricing - Integration for FNMA Direct feed of rates & pricing. Price a Loan - 1.) When a user changes the State field, the selection in the County field will be cleared out. 2.) Timestamps for Rate Sheets will display in the client's time zone. Pipeline - Webhook will be added for pipeline scenario creation.
LoanPASS Release 10/10/2024
Our engineering team will perform an update to LoanPASS to implement several enhancements that will improve the efficiency and performance. The following user facing items will also be implemented: Calculations - Add DATE() to the list of functions. Users - A "Reset Password" button will be added to the Users page. Pipeline - Allow the hiding of columns based on permissions. Encompass Integration - New entitlement for "GFE Application Date". Lock Management - Add the ability to bypass worst case pricing.
LoanPASS Release 09/13/2024
Our engineering team will perform an update to LoanPASS to implement several enhancements that will improve the efficiency and performance. The following client facing items will be migrated as well: Pipeline V1 - Page will be removed and Pipeline V2 will become the default. Encompass Integration - New entitlements. Versions - When navigating in Draft mode, the Price a Loan page will remain in Draft and not revert to Current mode. iFrame - Updates to message responses for the log-in page and create-pipeline-record.