Skip to main content

Release (#24879) - January 29, 2026 at 5:20 PM EST

  • Updated
    Ticket Description
    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.
      Loans Updates
    LOAN-1055 Clients using Taktile for underwriting will now be able to view credit report PDFs from Experian when reviewing loan applications
      Data Updates
    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 went UAT on 1/27 and PROD on 2/10.

    Metrics

    • KPIs: Total Applications, Submitted Applications, Submission Rate, Booked Rate, Approval Rate, Automation Rate, Median Time to Submit (Minutes) and Total Deposits
    • Performance metrics over time across Submitted Applications, Booked Applications, Time to Submit (Minutes), Total New Deposits and Total Deposits
    • Total Deposits over time split across product category
    • Product Service Performance metrics over time across the number of successfully completed requests by service

    Filters

    • Application Status (default previously excluded all “Cancelled" applications while new version only excludes “Cancelled - Expired”)
    • Originating Experience
    • Consumer or Business
    • Product Type

    • Branch Name

    Upcoming

    DENG-5893

    To support more use cases for our standard Director DMS integration, we are adding an additional column to the index files we generate for Director. The column will contain a document's user facing name in the MANTL system and will now be the rightmost column. For FIs that don't need this new value, no action is necessary. 

    This change will be live in UAT on 2/12 and in Production on 2/26.
    Change Log

    Related articles