The CS Broker Danube 6.0 Release focuses on making day-to-day work easier and faster. This update gives teams more control over submissions and Opportunities, improves how lender integrations work, and makes Line of Credit deals easier to manage in one place.
As deal volume grows, small issues slow teams down. CS Broker Danube 6.0 removes many of those roadblocks so deals can move forward faster while keeping data clean and accurate.
New CS Broker Features
1. Lender-Specific Submission Email Settings
Admins can now choose a specific Org-Wide Email Address for each lender. This allows submissions and lender emails to come from different branded or team-specific email addresses, instead of always using the same sender. For example, one lender can receive emails from a general submissions address, while another can receive emails from a funding or operations address.
If no lender-specific email is selected, CS Broker continues using the default email set in Broker Settings. This gives teams more control over how communication looks and feels, without changing how submissions work or adding extra steps.
2. Configurable Opportunity Naming
Danube 6.0 gives teams more control over how Opportunities are named in CS Broker. Admins can now turn automatic Opportunity naming on or off without affecting other automation in the system.
This is useful for teams that follow specific naming rules, rely on custom reports, or want Opportunity names to match internal processes. Instead of changing how your team works to fit the system, CS Broker can now follow the structure your business already uses.
3. Preserve ISO on New Opportunity Creation
When creating a new Opportunity from an existing one, CS Broker can now automatically copy the ISO. With this option enabled, teams do not need to reassign ISOs manually when deals move forward or change structure.
This helps prevent missed or incorrect ISO attribution and keeps referral and commission data accurate. It is especially helpful for teams that work with multiple ISOs or create several Opportunities from the same merchant.
4. Merchant Portal URL on Submissions
CS Broker now allows lender Merchant Portal URLs to be saved directly on the Submission record. For lenders that offer merchant-facing portals, these links can be added to layouts for quick and easy access.
This makes it simple to view the merchant’s application or offer status without searching through emails or logging into separate systems. Keeping these links on the Submission record ensures all lender-related access stays organized and easy to find.
Lender API Releases
1. Line of Credit Workflow API Integration
CS Broker Danube 6.0 enhances the Line of Credit workflow with live connectivity via API that supports the full deal lifecycle with exclusive lenders in our API library. From submission and near-instant pre-approval through offer selection, draw handling, and funding, Line of Credit deals can now be managed entirely within a single workflow.
This update removes the need to rely on external portals or manual tracking as deals progress. Pre-approval decisions are typically returned within seconds, helping teams move from initial interest to decision faster while keeping all activity and data centralized in CS Broker.
2. Bitty Advance Integration Improvements
The Bitty Advance integration has been updated to provide clearer and more reliable status updates. CS Broker now correctly identifies declined applications, including duplicate submissions and other submission errors, so teams are no longer left guessing about what happened.
More detail is now saved directly on the Submission record, including decline reasons and error messages. This provides better visibility into lender responses and helps teams quickly decide whether to fix an issue, resubmit, or move the deal in a different direction.
3. Idea Financial Application Updates
For Idea Financial, applications can now be edited and resubmitted directly from the Submission record. Teams can review application details, correct business or owner information, and submit updates without starting a new application from scratch.
This makes it easier to fix small mistakes, reduces back-and-forth with lenders, and helps keep application data accurate. As a result, deals can move forward faster while avoiding duplicate submissions and unnecessary delays.
Upgrade Guidance
Upgrade to CS Broker Danube 6.0 to support growth without added complexity. The latest improvements make it easier to manage lender communication, keep data accurate, and run Line of Credit deals in one place as your business scales.
FAQs
Q1: What does the Line of Credit Workflow API Integration support?
It supports the full Line of Credit process, including submission, near-instant pre-approval, offer selection, draw handling, and funding.
Q2: Can Opportunity naming be changed without turning off automation?
Yes. Opportunity naming can now be turned on or off without affecting other automation.
Q3: How does ISO preservation work on new Opportunities?
When enabled, the ISO from the original Opportunity is automatically copied to the new Opportunity.
Q4: Can Idea Financial applications be edited after submission?
Yes. Existing applications can be updated and resubmitted directly from the Submission record.
