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Release Notes - May 12th, 2026

Learn what’s new in this release, including saved search filters across key workflows, more reliable exports, and improved Employment History accuracy for active sponsorships.

What’s in This Release?

Save and Reuse Search Filters

You can now save filter combinations and quickly reapply them across major search experiences, helping teams move faster on repeat workflows.

Available Across Five Search Types

Saved filters are now supported for Originators, Agents, Companies, Branches, and Offices.

Create, Update, and Remove Saved Filters

You can save a new filter set, rename or edit an existing one, and delete filters you no longer need.

Company type cohorts on Industry Movement Reports

Industry Movement reports now let you segment producers by company type, so you can analyze movement trends within specific lender categories rather than across the entire market.


Filter Movement by Company Type

Break down loan officer movement by cohorts like Bank, Credit Union, Independent Mortgage Bank, Broker, and more — giving you a clearer picture of where talent is flowing within each segment.

Compare Movement Patterns Across Cohorts

Use cohort filtering to spot trends unique to certain company types, whether you're tracking departures from depositories, growth at IMBs, or shifts among brokers.

Producers Only Toggle on Industry Movement Reports

A new Producers Only toggle lets you narrow Industry Movement reports to actively originating loan officers — filtering out inactive or non-producing licensees so the data reflects real market activity

See Movement Among Active Originators

Toggle on Producers Only to limit results to LOs with recent origination volume, surfacing the movement that actually impacts your pipeline.

Cleaner Signal, Less Noise

By excluding licensed but inactive LOs, the report focuses on producers driving business — making cohort trends and movement patterns more meaningful and actionable

More Reliable Exports Across Search Pages

Export behavior is now more consistent and stable across search surfaces, with improvements focused on large export reliability and clearer in-product feedback.

Export improvements

Agent exports were optimized to prevent timeout-related failures and improve completion reliability.

Employment History Accuracy for Active Sponsorships

The Employment History view for Originators now more accurately reflects active sponsorship status avoiding individual State License drops or temporary pauses