Commercial Tax Portal Release: Exciting UI Enhancments, maintenance and bug fixes

An enhancement release is scheduled for Wednesday, November 4th, 2026 from 7:30 PM to 10:00 PM Central. The application will be not available during this window.

Exciting Enhancements

Added custom language (labeling) for loans and divisions across the platform

• Displayed the zip code in the borrower’s address on the Loan screen

  

Routine Maintenance

• Added functionality to block exporting in ATRF of zero due tax reports for Trimont, client #113

• Updated the beneficiary account number for Greystone on the Funds Approval document

Bug Fixes

• Corrected an issue with submitting Refinance Dialog Notes

• Corrected an issue where users could not download CL Adds files from the Manage Add Requests screen

• Corrected XTR approval logic to address cases where the additional amount is greater than the original amount 

• Corrected an issue where Refund Logs could not be generated or downloaded  

• Added an error message for users attempting to add a Dialog Note when their email address does not match the address in the database

Please contact us if you have questions.