Welcome to the December 2025 release notes! As we wrap up the year, we are excited to deliver a suite of features designed to improve your operational efficiency and financial accuracy. This month’s updates focus on flexible payment scheduling and powerful new customization options for your daily workflow.
This month's releases are organized into the following sections:
Clixsign and Document Management
Payments and Financials
Productivity and Administration
Bug Fixes and Performance Improvements
Clixsign and Document Management
Embedded Signing Experience: We have introduced a new embedded mode for Clixsign, allowing you to integrate the signing process directly into your own website or application. This provides a seamless experience for your clients, enabling them to sign documents without ever leaving your platform.
Enhanced Secondary Signer Assignment: Agents can now easily select secondary roles (such as attorneys or co-applicants) directly from the signer dropdown menu when generating documents. This eliminates the need for manual data entry and ensures that the correct name and email address are automatically populated for secondary signers.
- Uploaded Document Category Grouping: Under the nested docs tab at the contact layer, the advance layer, and loan layer, documents will now be automatically inserted into folders based on the category of that document. This allows for better organization for contacts that have several documents on file.
Payments and Financials
Flexible "Day of the Week" Scheduling: Enrollment Agents now have the flexibility to schedule monthly payments based on a specific weekday recurrence, such as the "2nd Wednesday of the month." This helps align payment schedules more accurately with your clients' income dates without relying on custom date calculations.
Productivity and Administration
Enhanced Task Management: We have made two significant improvements to the Tasks module to boost your productivity. First, you can now search and filter task templates directly inside the dropdown menu, making it faster to find the right template. Second, we added a "Customize View" button to the Tasks page, allowing you to choose exactly which columns to display or hide to suit your workflow.
Advanced Company Filtering: Managing large lists of companies is now easier with new filtering options on the Admin Companies page. You can quickly filter the list by Company Status, Company Type, or Parent Company, helping you locate specific partners or vendors in seconds.
Note Visibility and Auditing: To improve accountability, we have added the company name next to the note creator's name in the Contact Log, helping you identify which affiliate or team member left a note. Additionally, the system now logs all changes made to Note Templates and Permissions, providing Admins with a clear audit trail of who modified these settings and when.
Default Custom Field Grouping: Admins can now set a "Default" view for Custom Field Groupings on the Client Dashboard. This ensures that any newly created user roles automatically inherit a consistent layout, reducing setup time and ensuring a uniform experience for new teams.
Bug Fixes and Performance Improvements
In addition to our new features, we have released several updates focused on system stability, integration reliability, and user interface refinements.
Document Generation Reliability: Resolved an intermittent issue where the "Generate Document" window would occasionally fail to load or send emails and SMS messages correctly. This ensures a more stable and consistent experience when preparing client documents.
Login Screen Updates: Updated the field labels on the login screen to read "User ID" for specific domains. This change clarifies the login credentials required for non-SSO users and aligns the terminology with our security standards.
Gateway Processing Logic: Refined the logic for specific payment gateways to ensure that accounts marked as "paused" are processed correctly according to gateway hold rules.