Release Notes

Highlights from recent releases, grouped by completed rollout. Each date shows when all changes in that group were available (Eastern Time).

Updates through October 12, 2026

  • Current fees when restarting saved estimates. When you reopen a saved estimate and select Start Estimate, fees refresh from the latest personal, branch, and company fee templates. Template fees update or are removed as needed; fees you added yourself and title-provider fees are preserved.
  • Higher discount-point and lender-credit limits. Enter up to 12%, increased from 10%, for discount points or lender credits on first and second mortgages.
  • Clearer temporary-buydown rates. Fixed rate displays that could show extra decimal digits.

Updates through October 5, 2026

  • Appraisal defaults at more levels. Use Edit defaults wherever you have permission to manage company, branch, or personal appraisal pricing to set standard appraisal and Final Inspection prices. Set a state's default appraisal price by selecting its name or Edit beside its default. Program-specific prices take priority, and Final Inspection stays separate from the state appraisal default.
  • Easier appraisal editing. Eligible personal accounts with a saved fee template can open Setup > Appraisal Costs directly. State and program prices show where they come from, and editors preview the prices that will apply when you clear a custom setting. Changing a state default preserves existing program overrides.

Updates through October 1, 2026

  • More flexible appraisal pricing. Where your account has permission to edit Appraisal Costs, set prices by state and loan program, add exceptions for counties, property types, or property-value and loan-amount ranges, and define when two appraisal fees apply. The pricing workspace shows where inherited prices come from; Check a scenario explains which saved prices and rules apply to a sample loan.
  • Clearer individual estimate PDFs. Improved spacing for payment, transaction, ARM, and refinance summaries, including estimates with temporary buydowns. Long labels wrap without crowding their amounts.
  • Preview existing Web View Links. When you reopen the Web View Link dialog for an estimate that already has a link, choose Preview beside Copy Link to open the existing borrower view in a new tab.

Updates through September 10, 2026

  • Second mortgages in comparisons. Comparison output now includes Second Loan Amount and consistently groups second-mortgage payments under Second Mortgage, including interest-only payments.
  • Release Notes in the sidebar. Open Account > Release Notes to see recent changes. A New badge identifies announced updates you haven't read and clears after you open the notes. Application announcements also refresh while you keep working.

Updates through September 3, 2026

  • PDF labels and previews. In Settings > Estimate Defaults > Default PDF Label, change or hide your default label and choose Edit with preview to try heading sizes on sample individual and comparison PDFs. Individual estimates can override the label; company users need their company to enable label changes.
  • Clearer sharing guidance. PDF and Web View Link options explain when title fees are loading or a section needs review and re-submission.

Updates through August 27, 2026

  • Smoother First American requests. Title questions check missing or invalid answers, transaction type is clearly marked as required, and Re-submit Title Products helps you refresh outdated saved details.
  • Home-screen access. Supported devices can use a branded Lightning Estimates icon and app-style display.

Updates through August 11, 2026

  • Clearer manual mortgage insurance entry. Accounts without integrated MI quoting show Is MI required? for qualifying conventional loans, with manual entry when needed.
  • Restart an ended subscription. Billing directs individual and team subscribers to start a new subscription after a cancelled one has fully ended.

Updates through July 29, 2026

  • USDA fee choices and calculations. Choose Finance in loan amount or Pay at closing for the upfront guarantee fee. Annual-fee and APR calculations are corrected, and USDA setup uses a 30-year fixed term.
  • Preview plan-change charges. Self-service Billing shows today's prorated charge and its breakdown before you confirm an individual or team plan change.

Updates through July 10, 2026

  • Refinance details in Web View Links. When selected for the estimate, borrower-facing links can show monthly savings and break-even timing.
  • Fee-setting corrections. Fixed Appraisal Costs setup errors and preserved fee-template APR percentages in title-service calculations, including fallback charges.

Updates through June 25, 2026

  • More reliable title fees and loan amounts. Expand grouped First American fees to see component and buyer/seller amounts. Exports wait for First American fees to finish applying. New Jersey purchase fee groups are corrected, as is recalculation after property-value changes for linked loans, including second mortgages.
  • Team management and billing. Owners can manage invitations and eligible members under Team > Team Membership. Billing shows team coverage, owner contact details, per-user prices, and team totals as appropriate; invoice-billed accounts see a read-only summary.
  • Company Enterprise access. Fixed Web View Link access for users covered by company Enterprise subscriptions or trials.

June 15, 2026 — Earlier feature roundup

Originally published June 15: Web View Links for eligible users, redesigned navigation and Settings, the guided Details → Payment → Title → Fees → Estimate workflow, and clearer Saved Estimates and Billing pages.

Questions? Email [email protected].