This release introduces multiple triggers in Automation Builder**,** expands Plaid Identity Verification** **capabilities across the Lending Portal and Marketplace, and includes usability improvements designed to simplify everyday loan origination and account opening workflows. ## **Multiple Triggers in Automation Builder** [Automation Builder](doc:automation-builder#triggers-general) now supports **multiple triggers** within a single workflow, allowing automations to start from different events using **OR **logic. This enhancement reduces configuration time, simplifies management, and enables more advanced automation scenarios.

You can now: - Configure up to **10 triggers** within a single automation - Trigger an automation when **any **configured trigger is executed (OR logic) - Configure each trigger independently Existing single-trigger automations continue to work without any changes.

## **Manual Custom Decline Reasons** Applications can now be declined using a [custom reason](doc:loan-products-workflow-statuses#how-to-edit-final-statuses) in addition to the configured decline reason list. You can now: - Select **Other **when moving an application to rejection status. - Enter a custom decline reason. - View the custom reason directly in the application header as **Other (Custom Reason).** - This provides greater flexibility when documenting decline decisions that do not fit predefined categories. This provides greater flexibility when documenting decline decisions that do not fit predefined categories. ![](https://files.readme.io/f9f773384b6866e6646397e001d938f038e1062176455bc9953279ee8e618e47-LOS_-_Applications_-_Application_-_Reject2x.jpg) ## Marketplace Updates

Plaid Identity Verification
Plaid Identity Verification helps lenders verify applicant identities and reduce fraud during the application process.

DigiFi now supports [**Plaid Identity Verification**](doc:plaid) across both the Lending Portal and Marketplace.

A new** Plaid Link Identity Verification **widget can be added to Lending Portal pages, allowing borrowers to complete identity verification directly within the application flow.

Additionally, the new **Plaid Identity Verification (Retrieve Results)** integration template retrieves the status and verification results from completed sessions, making it easy to incorporate identity verification into automated workflows and decision strategies. ### PandaDoc & Docusign Improvements
Signed documents generated through [**PandaDoc **](doc:pandadoc)and [**Docusign**](doc:e-signature-docusign-integration) now use an improved naming format that includes the document template name. For example:
_Signed - Loan Agreement - _{Envelope ID}_.pdf_

This makes it easier to identify and distinguish signed documents when multiple agreements are stored on an application. ### Dealertrack Integration Enhancements
The [Dealertrack ](doc:dealertrack)field mapping has been expanded with additional analyst information. New optional mapping fields include: - Analyst Name - Analyst Phone - Analyst Fax - Analyst Email These values are now included when sending decision requests to Dealertrack, providing additional lender contact information as part of the integration.

Changelog