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Release (#22610) - July 17, 2025 at 4:16 PM EDT

  • Updated
    Ticket Description
    LOAN-625

    MANTL is making an update to manual review permissions that will impact the current behavior for document uploads.

    Current Experience:

    • Self Serve/Online: When any document is uploaded by the self serve user it requires manual review by someone with the “Ability to approve or reject documents” permission.
      Console/In-Branch: When any document is uploaded by a console user it is automatically approved and requires no additional review

    What’s Changing:

    • Self Serve: Nothing is changing, current experience will remain the same
      Console: When a document is uploaded by a console user without the “Ability to approve or reject documents” permission, documents will require a manual approval by someone with that permission.  When a document is uploaded by a console user with the “Ability to approve or reject documents” permission, documents will continue to be automatically approved.

    Action required: Please review your team’s permissions and make any updates necessary prior to 8/19. Learn more about accessing User Permissions Reports here.

    Note: This applies to all Loan and Deposit clients. 

    This change will be released to UAT on 7/23, and will be released to production 8/19

     
    ENH-2740

    Improved Customer Lookup for Multi-Membership Credit Unions
    What’s New: For credit unions that support multiple memberships under the same Tax ID, MANTL now automatically handles lookups when a person has more than one membership.

    Previously, if a person had multiple memberships and a lookup was attempted, it could result in an error and prevent the application from proceeding.

    With this change, MANTL detects when multiple memberships exist and automatically selects the most recently used one. When the application is created, staff still have the opportunity to change the selected membership in the Membership Setup checklist.

    This change impacts credit union customers with multi-membership support enabled and does not require additional configuration.

    This enhancement removes lookup errors tied to multiple memberships and streamlines the application process for credit union staff.
    Bulk Account Opening Update

    Bulk Account Opening for Banks will be released to Production August 19th, 2025
    To allow for additional testing and more time for Sendgrid updates MANTL has made the decision to extend the release date of Bulk Account Opening to August 19th, 2025. 

    Clients are encouraged to continue testing and team training of Bulk Account Opening in preparation for the upcoming release.

    Banks may self-release Bulk Account Opening prior to August 19th by toggling it on in the DBM. Navigate to Digital Branch Manager > Client Setup > Settings > Application Details > “Bulk Applications Enabled”

    This is currently available to Bank clients only, and will be available to Credit Union clients in the coming months.
    Update

    Note: The Sendgrid update deadline has been extended to August 19th, 2025

    Action Required: Sendgrid Updates for both Online and In Branch Bank Clients.

    To accommodate upcoming feature enhancements Sendgrid emails that reference product names need to be updated to accommodate multiple product names in email notifications.

    MANTL has populated your Sendgrid account with updated templates that will be used for all applications. Please review, test, and edit these templates.

    Click here to learn more about updating your Sendgrid templates.

    Note: if customizations were made to your original templates and are not updated, these customizations will not be carried forward.

    This does not impact emails that do not reference product-specific dynamic tags.

    This does not apply to Credit Union clients at this time

    Loans
    LOAN-606 Update to add new sheet to override underwriting debt inclusion/exclusion
    Change Log

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