You're invited! Live working session for credit union Bulk Share Opening Sendgrid changes: For questions regarding Sendgrid updates, join the MANTL team on January 29th, for a live working session. Register here.
| Ticket | Description | ||||
| ENH-979 |
What’s New: Interest Rate & APY Variables in Digital Branch Manager
We’ve expanded rate support in the Marketing section of Products within Digital Branch Manager (DBM). You can now configure both Interest Rate and APY as separate variables at the product level. When these values are updated in DBM, they will automatically reflect anywhere the corresponding variable is used—such as on product cards—ensuring your rates stay accurate and consistent without manual updates.
What changed
• New support for both Interest Rate and APY variables in the Marketing section of a product • Financial Institutions can update rates directly in DBM and have changes reflected dynamically in the digital experience • Improved clarity for APY configuration: The variable label previously shown as “Rate” has been updated to “APY” to clearly distinguish it from Interest Rate
No action is required to continue using existing rate variables, but we recommend reviewing your products to take advantage of the new Interest Rate and APY options.
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| Introducing Variable PDF Agreements |
Introducing Variable PDF Agreements Deliver transparent, accurate, and compliant disclosure documents while reducing operational workload. Variable PDF Agreements automatically populate critical fields such as Maturity Date, APY, and Interest Rate into applicant-facing documents, ensuring accuracy and consistency without manual intervention, and enhancing the applicant experience across all channels. Learn more here. This will be released to Production on 1/27/26 |
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MANTL now enables managing externally hosted agreements directly from the Digital Branch Manager. Agreements can be uploaded directly into MANTL or hosted externally with links out to them. While external linking has long been supported within MANTL, it was not previously available through Digital Branch Manager. MANTL now enables customers to link to externally hosted agreements, including PDFs or HTML pages. This will be released to Production on 1/27/26 |
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| Upcoming: Bulk Share Opening for Credit Unions |
Upcoming: Bulk Share Opening for Credit Unions Bulk Share Opening was released to credit unions clients’ UAT environments on January 21st, and will be released to Production on February 26th. Bulk Share Opening enables team members to open multiple shares in the Console with a single application. Increase member wallet share and free up more time for team members to focus on relationship building. Bulk Share Opening supports Business and Consumer accounts for credit union branches. Learn more about Bulk Share Opening here. Required action: To accommodate multiple product names in email notifications, Sendgrid template copy needs to be updated. Copy suggestions and step-by-step guidance can be found here. For questions regarding Sendgrid updates, join the MANTL team on January 29th, for a live working session. Register here. To allow for adequate testing and time for Sendgrid updates, five weeks from our UAT release, MANTL will be turning on Bulk Share Opening in Production February 26th, 2026. Clients are encouraged to continue testing and team training of Bulk Share Opening in preparation for the upcoming release. Credit Unions may self-release Bulk Account Opening prior to February 26th by toggling it on in the DBM. Navigate to Digital Branch Manager > Client Setup > Settings > Application Details > “Bulk Applications Enabled” This feature will be enabled for all Credit Unions in production on February 26th. After this date, MANTL will begin removing the single share flow to reduce variables and create a more efficient experience going forward. |
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| Loan Changes | |||||
| LOAN-742 |
Show added Collateral section in Review & Sign and Offer Acceptance views |
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| LOAN-1062 |
Loan applications that have been approved and are awaiting offer acceptance can now be reverted back. Users with the "Ability to review loan offers" permission will see a "Revoke Underwriting Approval" button when a loan application is in an Action Required status. This will allow the user to update details of the loan and approve the loan again. |
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| Data Changes | |||||
| Upcoming Data Change |
New metrics and filters will be made available in the existing Executive Summary Dashboard to provide enhanced insights into your performance metrics. These changes will go to UAT on 1/27 and PROD on 2/10. Metrics
Filters
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