NoteSmith® - Loan Servicing Software

Loan Servicing Software

What's New

Stay up to date with the latest features and improvements in NoteSmith.

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What's New For NoteSmith 2026

Release Schedule: The new annual version is available to first time customers starting in November and to renewal subscribers in January.

New, revised, or updated for NoteSmith, NoteSmith Pro, and NoteSmith Net

📋 Tax & Compliance Features

  • Updated IRS Form 6252 to meet current requirements
  • Updated IRS FIRE e-filing file generation for 1099-A, 1099-C, 1098, and 1099-INT
  • Print revised 1096, 1098, 1099-A, 1099-C, 1099-INT B copies on blank paper; print A copies on IRS forms
  • The new 2026 NoteSmith can submit files or fill in the new IRS forms due January 2026

⚙️ Integration & Usability

  • New "Balances" custom report for simplified data export for analysis and external reporting (such as LTV reports)
  • Minor changes based on user feedback to improve usability -- for example in the Deactivation procedure

🛠️ Support & Installation

  • Updated Technical Support reporting for improved technical support
  • Download the complete future year Flash Drive from Help, Technical Support near year end, receive Installation Guide and Media Key by email
  • Technical support is available weekends in January for installation issues and importing older data

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