CDM release notes summarize customer-visible improvements, fixes, and workflow changes. Release notes have not yet been published here. For help with a current CDM feature, search the Help Center or contact [email protected].
October 25, 2026
New
- Loan summaries now distinguish the current client from the original borrower or grant recipient when protected history is available.
- Account administrators can drag client statuses into order, with positions saved when changes are dropped and new statuses added at the end of the list.
- Loan groups can now be marked active or inactive; inactive groups are excluded from new loan and account-default selections while existing assignments and reports remain available.
- Funding-credit proposals now show a Claim reason field and require it for manual or shared attribution, while automatic attribution remains optional.
Improvements
- PDF review messages now use plain language, singular record counts are labeled correctly, and count-only physical categories are identified as “Count only.”
Fixes
- Returned-to-Pending imported loans can accept valid funding changes without rejection from older preserved records, while funding previews provide clearer loading and retry feedback.
- Newly created loans no longer trigger an unnecessary discard prompt after saving, and Open Loan provides clearer validation guidance before opening.
- Property clearance confirmations can use applicable existing evidence while retaining required work-plan validation; closeout drafts persist through funding-source refreshes, and simultaneous grant forms have clearer labels and error associations.
- Closeout checklist actions now open reliably after rendering and continue to reflect refreshed readiness.
- New funding-credit proposals now return successfully after saving, so they no longer appear to fail or leave the dialog open.
October 24, 2026
Improvements
- Client status management is easier to scan, with clearer built-in descriptions, System and Custom labels, wider description fields, and improved alignment for ordering and availability controls.