September 2019 BankPoint Release Notes

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What’s New in BankPoint this month

This version of BankPoint contains the following changes and new features:

Loan Improvements

  • Added Bank Principal to Loan Extracts.
  • Added a Collateral Summary section to the Loan Details page.mceclip1.png

Document Improvements

  • In Document Mangement mode, a document type must be selected when uploading a document. Document type will remain optional if the Document Management feature is turned off.mceclip2.png

Report Improvements

  • Lending Relationships Report now limits the results to 1,000 relationships.

General Improvements

  • The retention policy for files imported from core systems is now configurable. Please contact BankPoint for assistance with set up.

Bug Fixes

  • The September 2019 release of BankPoint includes general software improvements and bug fixes.
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