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Changelog

New features, improvements, and fixes to ServeYourNote.

Launch Release

1.0.0April 2026
  • NewFull loan onboarding wizard with multi-step validation
  • NewPayment recording with automated waterfall allocation
  • NewEscrow tracking tools with RESPA-style annual analysis
  • NewDocument generation — monthly statements, 1098 drafts, payoff statements
  • NewBorrower portal — borrowers can view loan status, payment history, and documents
  • NewStripe integration for ACH payments and autopay enrollment
  • NewPortfolio summary dashboard with aggregated metrics
  • NewDefault and delinquency tracking with configurable grace periods
  • NewTwo-factor authentication and admin IP allowlist for security
  • ImprovedPer-loan grace period support in portfolio delinquency calculations
  • ImprovedConversion funnel analytics for signup through first payment