Platform updates - May 2026
May's focus was on giving lenders more visibility across the board — surfacing information that used to require extra clicks and improving how notes stay organized as deals get complex.
Notes Scoped to Application Items
You can now create and filter notes directly on deal detail pages — like a UCC record or a specific document — without those notes appearing in the main application-level feed. If your team is actively working through a UCC and tracking progress, those notes stay where they belong, keeping the overall timeline clean for everyone else.
Filter by Signing Status
The Signing Documents page now includes a status filter, so you can manage your e-sign workflows from one place without having to open each application dashboard individually. Whether you're following up on pending signatures or auditing completed ones, the filter makes it faster to find exactly what you're looking for.
Funded Client Email Notification
Lenders can now configure an email notification to be sent when a client is funded, giving teams an additional touchpoint to stay aligned on deal milestones without having to check the platform manually.
Thank You for Choosing XEN
Our goal is to reduce the manual overhead that slows your team down, and May's updates reflect that in the information you see every day and the workflows you depend on most. As always, if you have questions or need anything, we're here to help.
