> For the complete documentation index, see [llms.txt](https://docs.himaxwell.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.himaxwell.com/release-notes/2026-release-notes/july-8th-2026-release-notes.md).

# July 8th, 2026 Release Notes

### Summary 

* [QuickPricer Refinements](#quickpricer-refinements) 
  * [Additional search fields for OB](#additional-product-search-fields-and-filters-for-optimal-blue)
  * [Editing borrower facing product names](#editing-borrower-facing-product-names)
  * [Monthly taxes, insurance, and expenses calculation updates ](#housing-expenses-escrows-and-factor-calculations)
  * [Added User Level Credentials for EPPS](#added-epps-as-a-p-and-pe-for-user-level-credentials-management)
* [Automated Document Renaming ](#automated-document-renaming)
* [Bugs & Support ](#bugs-and-support)

### QuickPricer Refinements

#### Additional Product Search Fields and Filters for Optimal Blue

We enhanced our Optimal Blue integration to support additional search and filters to support non-conforming products and advanced pricing searches. 

<figure><img src="/files/sYaboLW8HPxk3A6bfn58" alt=""><figcaption></figcaption></figure>

The **advanced search fields** include:

* Product Types Filter (pictured above)
* AUS (if specified)&#x20;
* Buydown&#x20;
* Prepayment penalty&#x20;
* DSCR ratio&#x20;
* Income verification type &#x20;
* Interest only loans

Most of these fields will be null or default values unless specficied during the product search process.&#x20;

#### Editing Borrower Facing Product Names

We added a feature that allows the LO to edit the product name that will be displayed to the borrower to omit potentially sensitive or confusing information for borrowers like investor names or speciality programs.&#x20;

<figure><img src="/files/e7ul67OxdWvI0kUFf5yL" alt=""><figcaption></figcaption></figure>

* **Default Name:** The default product name displayed will be: *Term + Ammortization type + Loan Program* example *15 Year Fixed Conforming*.&#x20;
* **Editing Name:** The LO will be able to click **edit pencil icon** to edit the name as they wish to display it to the borrower.&#x20;
* **Internal Product Name:** The internal loan program name will still be visible in the lender hub view only so the LO can quickly differentiate between loan products.&#x20;

#### Housing Expenses Escrows & Factor Calculations&#x20;

We added a feature that allows the LO to enter Housing Expenses for things like Taxes, Insurance and other monthly housing expenses. In this the LO can specify the period frequency for payments and automatically calculate the monthly expense amount as well as Escrows reserves required by the borrower.&#x20;

This allows the LO to provide a more accurate view of both monthly payment and total case required during closing.&#x20;

<figure><img src="/files/ZapTkecqYkGnkMwRHYna" alt="" width="375"><figcaption></figcaption></figure>

<figure><img src="/files/emzPEyMbc0OCSLnL0qA8" alt="" width="375"><figcaption></figcaption></figure>

#### Added EPPS as a P\&PE for User Level Credentials Management&#x20;

We’ve enhanced the Encompass Product & Pricing Serivces integration to support credentials at the individual Loan Officer (LO) level. Previously, credentials could only be configured at the site or branch level.

For organizations using the [**QuickPricer integration**](/platform-overview/lender-hub/quickpricer.md), product options can now be returned based on each LO’s specific credential settings. This enables more accurate pricing results and better alignment with compensation plans.

<figure><img src="/files/7w5PYESHyZP7e7MkFPa2" alt=""><figcaption><p>Org admins with a P&#x26;PE integration can now access an integrations page to manage Pricing credentials at a user level as necessary. </p></figcaption></figure>

If your organization uses EPPS and would like to bring your credential management down to the user level for product and compensation management please reach out to **<help@himaxwell.com>** to set up a migration discussion.&#x20;

#### Automated Document Renaming

To reduce manual document classification processes for LOAs and Processors we are now automatically renaming documents by doctype, user uploaded and date so it's easier for your team members to identify documents within the POS and LOS experience.&#x20;

Example&#x20;

**bank\_statement\_Mary\_Homeowner\_06\_30\_26.jpg**

<figure><img src="/files/KhkT6w72S75uWapu4viD" alt=""><figcaption></figcaption></figure>

#### Bugs & Customer Support Issues

* Resolved an issue to **ignore text case sensitivity of borrower application links**. So if a borrower was sent an application link that contained capitalization of the the Loan Officer name e.g. visiondemo.JohnOBrien.com the borrower will still be redirected to the correct site.&#x20;
* **Made "Financial Institution" field required in Assets** task. We've updated the Financial Institution field so it's required so the borrower will need to enter their institution e.g. Wells Fargo, USAA, Chase, etc. when they are entering their account information.
* **Updated individual and joint credit authorizations data push** to Encompass
* Resolved co-borrower name displayed on joint credit reports&#x20;
* Updated the **start application link to redirect to the Loan Officer landing page** when a landing page is present. If no landing page is present, it will direct to the beginning of the loan application flow.&#x20;
* Resolved an issue to **remove duplicate products returning from QuickPricer** product searches.&#x20;
* Resolved multiple MLM Login issues for organizations migrated to a new gateway in Meridian Link.&#x20;