This release improves extraction accuracy, data consistency, and performance, with better Form 4835, Schedule K-1, Deal Type, and reporting workflows.
Bug Fixes
Form 4835 Extraction Accuracy
Enhanced accuracy across all lines for Form 4835
Schedule K-1 Part II Data Now Persists Correctly Across Entity and Individual Views
Resolved Schedule K-1 Part II (Lines E & F) not saving correctly when accessed from the Individual view.
Deal Type Dropdown availability within Portal and Widget
Cross-Platform consistency for deal type created in Portal or Widget
Overall Impact
Users get more reliable tax-form data, fewer manual corrections, and faster access to deals, borrowers, reports, and exports.
