September 16, 2026 release adds audit logging, multi-product rule support, and order workflow updates

On September 16, 2026, this production release delivers enhancements to audit logging, rule management, order workflows, revision requests, findings management, and helpdesk administration. The update also improves workflow transparency, review efficiency, and platform reliability.

What's new

Audit logging enhancements

• Added comprehensive audit logging to provide greater visibility into user actions and system changes.

• Expanded audit tracking across rules, checklists, and additional review-related areas to improve traceability and support compliance requirements.

• Added creation and update tracking for rule and checklist records.

Rule builder enhancements

• Added support for multiple product types within static custom rules, providing greater flexibility when configuring review logic.

• Enhanced Rule Builder controls to prevent unsupported manual entry in dropdown and severity selection fields, improving configuration consistency.

Workflow enhancements

• Revision requests can now include PDF artifacts, giving recipients additional context and supporting documentation.

• Added support for user-friendly rule names within revision request communications.

• Added a synchronous API capability for running UAD rules through the Review Service and Review Engine.

Helpdesk enhancements

• Added per-image rule firing details to the Rule Diagnostics page to improve troubleshooting and analysis capabilities.

• Enhanced UCDP Submission History search capabilities with support for collateral client, order ID, and document file ID searches.

• Added administration capabilities for managing dynamic checklist field configurations.

What's changed or improved

Order management improvements

• Added additional date information to the Order Details page, improving visibility into order timelines and processing activities.

• Added loan purpose information to the Order Details view.

• Enhanced Get Next processing to prioritize dates more effectively when determining assignment order.

• Order Details now dynamically refreshes available actions and workflow options after reassignment without requiring a page reload.

• Hold reasons are now retained throughout applicable workflow processes.

Findings management improvements

• Added a warning on the All Findings tab to clearly indicate when updates affect findings across all tiers.

• Follow-up review workflows now better preserve reviewer decisions and comments during reconsideration processes.

• Continued rule analysis and findings review improvements to increase consistency and accuracy.

Administration and security improvements

• Enhanced client administration controls by restricting specific settings to users with the highest permission levels.

• Improved synchronization capabilities between connected systems for client data management.

• Continued platform quality and maintainability improvements through application refactoring and code optimization.

Rule and review enhancements

• Added loan classification options to lending authority configuration.

• Improved handling of PDF-based order creation workflows by allowing certain fields to remain optional when appropriate.

• Enhanced processing and storage of rule engine responses to support improved diagnostics and troubleshooting.

What's fixed

• Fixed an issue where duplicate escalation flags could interfere with Get Next order assignment processing.

• Fixed an issue preventing escalation of decisions or findings in specific tier-based workflow scenarios.

• Fixed an issue where reconsideration of value workflows did not correctly preserve reviewer decisions and comments.

• Fixed a rule evaluation issue that prevented certain rules from firing correctly for cooperative project legal structures.

• Fixed several UAD rule evaluation issues impacted by previous dwelling-related updates.

• Fixed backend validation issues that could produce incorrect ADU count and structure identifier findings.

• Fixed a Review Engine issue that could result in processing failures for specific rule evaluation scenarios.

• Fixed checklist scenarios where selections could be lost after multiple tier transitions.

• Fixed cross-client contamination issues affecting medium-severity findings.

• Fixed cross-client contamination issues affecting high-severity findings.

• Fixed validation issues that incorrectly rejected certain valid ZIP file names.

• Fixed workflow and review findings issues identified through quality assurance validation efforts.

• Fixed various platform stability, security, and reliability issues to improve overall system performance.

• Updated the forms viewer component to improve compatibility, reliability, and user experience.

Support

If you encounter any issues or have feedback during UAT testing, please submit a ticket here.

New feature screenshots

Use the settings icon in the top-right corner to navigate to the new Audit log (available only to admins). Use the Group dropdown to pick your log category, and the Action dropdown to select the actions to review.

On the Findings management page, the Rule builder now lets you multi-select which report types your custom rule should apply to.

The Order details screen now reflects the Loan purpose in the first box and any applicable dates delivered from the platform in the far-right box.

Go to the settings icon in the top-right corner, then select Members and permissions, then click Edit on any user. The third tab in the drawer is Lending authority, and we’ve recently added the ability to restrict eligible reviews by Loan classification code. See the Members and permissions guide for more information.