Released: June 5, 2026

What's new

Left navigation changes

Several navigation labels have been updated to match how teams move through the Hub. View Reports is now two separate tabs: Profit Sharing and Reports. Small Businesses is now SMBs. Capital Accounts is now Capital. The referral entry is now Referral Form and Referral Tracking (admin only). Marketing Tools is now Marketing.

Reporting: Data view removed, Profit Sharing tab added

The Data tab is no longer a standalone item. Most data from that view is available in the SMB and Payments tabs. A new standalone Profit Sharing tab has been added, showing profit share information for your program separately from the general Reports tab.

FI domain verification and front line banker email authorization

The domain verification step and the toggle for enabling front line banker emails to SMBs from the Hub are now two separate controls. The FI Admin can verify a domain independently, then decide separately whether to allow front line bankers to send emails to customers directly from the Hub. Once a domain is verified, Configure Email is on by default. Admins can turn it off if they want to restrict email sending to admins only. Admins can always send emails from the Hub regardless of how that toggle is set.

Frontline Banker: lead submission form and Progress Center updates

The lead submission form has been moved to the top of the Frontline Banker landing page. Legacy training information has been removed. In the Progress Center, the list of small business leads is now at the top of the page, with supporting information below.

Small Business Detail view redesign

The SMB Detail View has been redesigned to surface more information at a glance. Contact information fields now include click-to-copy functionality. Tabs have been renamed for consistency across the Hub. Static SMB alert messages have been removed. A Status Guide now appears as a pop-up from the Status Check box, giving context for each status level. A high-level summary of SMB payment metrics has been added to the overview.

Table filter chips and sticky headers

Tables across the Hub now show a running list of the filters currently applied as filter chips. Table headers remain visible while scrolling through data.

Light mode updates

Small design refinements have been made for light mode users.

Real-time user management

When a Hub user is added or removed, the change is reflected immediately without requiring a browser refresh. 

CSV export for user management

Admins can now export their full Hub user list to a CSV file, making it easier to manage users outside the Hub. The export includes additional columns: Date added, Last login, and Total logins.

Quick role changes

Admins can change a user's role directly from a dropdown in the Users list, without leaving the page.

Role details at a glance

A new role details view shows exactly what each role, Admin, Read Only, and Front Line Banker, can access across Settings, the Hub, and Tools. Admins can check this any time they need to confirm what a given role can or cannot do.

Data export respects hidden columns

Columns an admin has hidden in the Payments or SMB tables will no longer appear in CSV exports of those tables. Hidden stays hidden, whether you're viewing the table or exporting it.

Why does it matter?

Running an effective small business program takes tools that work the way your team works. This release reflects what we’ve heard from financial institutions using the Hub and what we’ve seen in how their teams engage with it every day. We made targeted improvements to navigation, workflows, and key views so the Hub better matches the way your program runs. We’ll keep listening and keep building, because the goal is to give you the tools you need to manage and grow your program with confidence.