Send an address confirmation reminder on demand — from a client's Lendiom Pay menu, ask a buyer to confirm or update their mailing address anytime. Automated reminders are also now on for everyone by default (yearly; adjust or turn off under Communications → Client Preferences).
Custom file names for generated documents — templates can include data tokens in a "Generated File Name" (e.g. {{client name}} - Payoff Letter), so documents come out named correctly instead of needing a manual rename.
Tract financing fields in document templates — sales price, down payment, financed amount, interest rate, monthly payment and more are available for tract templates, no draft loan required.
Fixed
The mailing cost summary now explains the blank address page certified mail inserts automatically, so the page count is never a surprise.
Template details (including the generated file name) can be edited on active templates, not just drafts.
Required form fields consistently show the required mark.
v0.62.2
New
View and download filed 1098s — filed 1098 PDFs are available right from the 1098 preview table, individually or as a bundle.
Improved
Strengthened how passwords are stored, applied automatically the next time each user signs in.
Clearer error message when adding an expired card, and better card-detail validation.
Text message group images now load faster when opening a conversation preview.
The monthly journal reconciliation report now includes a Cash Land Sales line.
v0.62.1
Fixed
Older unapplied payments can now be applied — the application date is clamped to the valid range with a clear explanation, instead of being blocked.
v0.62.0
New
Scheduled report emails — have reports delivered to your inbox automatically, including an optional monthly payments summary with PayArc deposit reconciliation. Configure them under Org Settings → Scheduled Reports.
Payments summary report — a new report summarizing payments over any date range you pick.
Pay your Lendiom subscription by bank account (ACH) in addition to card.
Waive late fees — late fee transactions now have a Waive action, and fees can be waived even after payments have already been applied to them.
Download notice templates directly from the template picker when sending a notice.
Improved
Faster permission checks throughout the app.
More reliable nightly loan data integrity checks.
v0.51.10 - January 13th, 2026
New: now you can download MMS attachments
v0.51.9 - January 12th, 2026
New: dashboard tab to see all of the pending change requests from clients
v0.51.7 - January 7th, 2026
New: clients can submit updated address information via Lendiom Pay
v0.51.5-v0.51.6 - December 31st, 2025
Fix: Rentals not displaying correctly on the expected payments dashboard
v0.51.4 - December 2nd, 2025
New: confirmation required when paying down late fees during backdated loan transactions
v0.51.3 - December 2nd, 2025
New: ability to extend the due date for a document you requested a signature on
v0.51.2 - December 1st, 2025
New: ability to validate a property tax record.
This enables you to tell the system to rerun the validation
This then crunches the numbers to determine if everything is correct
v0.51.1 - November 25th, 2025
New: ability to communicate to all individuals in a client (send reminders, auth code, etc)
Fix: phone number validation when editing an individual on a client
v0.51.0 - November 10th, 2025
New: added passkey and 2fa support
v0.50.1 - October 31st, 2025
New: track due date change timestamp for loans
New: enable SMS automation after opt-in
New: add weekend support message (Twilio)
New: add after-hours support call message (Twilio)
Fix: include due-day payments in balance calculations
Fix: disallow creating a transaction with failure or reversed status
Fix: double calculating interest due
Fix: allow archived inventory status updates]
New: show whether loan transaction was waived or not
v0.49.18 –v0.49.20 - September 1st, 2025 to October 1st, 2025
New: adjustable transaction table page size for loans
Fix: clarify real property tax wording to indicate the correct year
Fix: ensure owner ZIP validation (PayArc)
Fix: guard signer completion date check
Fix: handle missing files when removing communications
Fix: maintain adjustment type state in transaction modal
Chore: disable failed and reversed status when creating a transaction
v0.49.14 – v0.49.17 - August 8th, 2025 to August 30th, 2025
New: support loan transaction create dry run
New: allow mails to client to be cancelled
Fix: PayArc registration flow
Fix: client page constantly loading
Fix (loans): display correct tract label on review
Fix: closing new transaction modal via the X button
v0.49.3–v0.49.12 - May 30th, 2025 to July 2nd, 2025
New: ACH processing time alert
New: docs link to merchant page (PayArc)
New: client pay access alert
New: allow editing cash sales data
New: show acreage mismatch warning on tract summary
New: support cost of sale on tract
New: allow reversing and deleting overpaid property tax
New: add entity contact info search
New: expose signer details on document requests
New: update client list with ProList
New: add sale details modal for tracts
New: add ability to charge a client fee to their pin on file
New: add the loan and rental to the document signature form
New: display additional merchant info in PayArc
New: show edited timestamp on notes
New: enable signing documents in any order
New: add notification count in mobile actions
New: compare change requests for clients
New: add tax ID validation
New: add AP error handling
Fix: handle document template errors
Fix: tracts add/edit drawer resetting fields before closing
Fix: conversation selection hooks
Fix: reset password error handling
Fix: invite acceptance when token expires
Fix: new organization layout and routing
Fix: calculator modal reset
Fix: portfolio report showing details when it shouldn’t for tracts without loans
Fix: forgot password logout bug
Fix: conversation navigation loop
Fix: error saving new tract
v0.42.4 - August 6th, 2024
New: filter/search communication conversations by the individual's name
v0.42.2 - August 4th, 2024
New: sort loans by various columns
New: support updating/setting website of an org
v0.42.1 - July 31st, 2024
New: ability to adjust a tract's acreage even when a loan is attached 🎉
v0.42.0 - July 30th, 2024
New: PayArc registration inside of Lendiom! ✨
v0.41.1-v0.41.12 - May 28th, 2024 to July 26th, 2024
New: added daily interest amount to the loan overview when a loan's interest accrues daily
New: added a confirmation modal when creating a loan transaction and there's a late fee balance
New: loans can have multiple communication preferences (preparing for email support)
New: when reversing a transaction, add the option to hide it from the client's perspective
New: introduced the concept of default options when creating new loans (currently only the defaulting preferences, supporting late fees is on the backlog)
New: exposed unpaid interest on the transaction list report
New: exposed balance breakdown on interest accrues daily in Lendiom Pay
New: exposed unpaid interest on amortization schedule
Fix: Random UI errors on mobile devices (related to drag and drop)
Fix: ACH payment methods not able to be saved (depending on the circumstance)
Fix: toUnpaidInterest not visible on a loan's transaction details
Fix: client having opted out of sms not being reflected on the UI
Fix: incorrect installment income reports for paid off loans
Fix: logic for moving a loan to in-default, was incorrectly doing it if the loan was not late
Fix: how daily interest is generated and applied on a transaction (if you have interest accrues daily loans and your numbers no longer match, please contact support as we will have to do some manual data fixing)
Misc: generated websites now show all pending tracts, even if no pricing information
Misc: generated websites now show the business phone number
Misc: added language about amortization schedule and daily interest loans on the generated schedule
v0.41.0 - May 22nd, 2024
New: pay off feature on loans
New: lendiom pay welcome letter generation
v0.40.1 - May 6th, 2024
Fix: property tax feature sometimes not saving before clicking finalize
Updated: Automated messages to make them comply with new regulations
Fix: Entity addresses not always being the same casing
v0.35.0 - January 18th, 2024
New: Payment process - PayArc
New: Report to assist with 1098 int
Fix: Address label report alignment on multiple pages
v0.34.0 - January 11th, 2024
New: Client List reports
New: ability to update an inventory's cost price, overwriting all tracts
New: added PayPal as an option for app payment methods on transactions
Fix: Client address not always saving
v0.33.1 - January 2nd, 2024
New: Avery Address Labels "report"
v0.33.0 - January 2nd, 2024
Happy new year! 🥳
New: loans where interest accrues daily now have amortization schedules (changes daily, assumes the buyer pays on the due date every month)
v0.32.5 - December 30th, 2023
New: Active Loan Balance Dashboard Widget 🎉
Fix: ui issues related to new payment processor
v0.32.1 - December 22nd, 2023
New: PayArc payment processor integration! ✨
Fix: Installment income report incorrectly reporting principal paid for imported loans
v0.31.0 - November 5th, 2023
New: Rentals! ✨
v0.30.1 - September 29th, 2023
New: MMS support (sending & receiving)
New: Outgoing phone calls
New: Phone numbers are validated as cellular or not
New: Unknown numbers get saved (aka created as a client)
Fix: Incorrect billing of communication portal
Now 100 sms messages are included monthly
v0.29.4 - August 27th, 2023
New: Better communication portal
Fix: Error while creating a loan without a down payment date provided
v0.29.2 - August 25th, 2023
New: Loans with interest accruing daily can now select the first payment basis/anchor
Fix: Hides the support button on mobile devices
v0.29.1 - August 24th, 2023
New: Multiple tracts for one loan 🔥
Important: tract numbers are important when creating a tract! We use that to dynamically create the label for multiple tracts on a loan. If the label generated is not correct, double check the tract number on the tract edit screen!
This is the first round of support. When more than one tract is present, some features are currently disabled while we work through supporting it.
Fillable PDFs for tract loans
Property tax payments
Changing a loan status from inactive to repossessed
Fix: Loan creation failing when late fees are expected (any active status)
v0.28.3 - August 18th, 2023
Fix: inability to create tracts
Fix: support email
New: utilizing HelpScout for support 🥳
v0.28.2 - August 16th, 2023
Communication portal improvements
New: ability to hit enter to include newline in a message
New: ability send message to someone new
Misc: various styling improvements
v0.28.1 - August 15th, 2023
New: Allow late fees to be positive
This enables entering a late fee paid not part of a regular payment
v0.28.0 - August 14th, 2023
New: Interest Accruing Daily Loans 🔥
v0.27.13 - August 11th, 2023
Fix: Updated escrow amount not updating the monthly payment
v0.27.12 - August 10th, 2023
Misc: calling our toll-free number now gives the option for sales or support
Sales goes to Hunter Haley
Support goes to Bradley Hilton
+1 (855) 650-LEND (5363)
v0.27.11 - August 9th, 2023
Fix: Adjustments on residential loans being forced positive
Fix: Inability to update residential inventory address
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