Platform updates - July 2026
July's updates focused on underwriting workflows and document organization — helping your team route deals to the right reviewer and find what they need faster.
Underwriter Assignment
You can now assign a specific underwriter to an application, and the funnel page reflects that assignment so your team can see at a glance who's reviewing what. This gives lenders a clearer way to route and track deals as they move through underwriting.
Document View Improvements
Documents are now grouped into tabs by entity, so you can quickly find what belongs to a given business or officer on complex applications. A new option lets you hide documents that have already been uploaded, keeping the checklist focused on what's still outstanding. Individual document downloads also now include the document name in the file, so downloaded files stay organized once they leave the platform.
Thank You for Choosing XEN
This concludes our July update. We aim to keep removing friction from your underwriting and document workflows. Please loop in the XEN team with any questions or support needs.
