For AI agents: visit https://docs.canopyservicing.com/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.
Jump to Content
Canopy
GuidesAPI ReferenceRelease Notes
Log InCanopy
Release Notes
Log In
GuidesAPI ReferenceRelease Notes
January 6th, 2026
Added

Introducing Reconciliation in Canopy

November 17th, 2025
Improved

Canopy Extending Support for Advances

October 27th, 2025
Fixed

Uploaded Documents Now Persist Across Master Account, Originator, and Owner Orgs

October 6th, 2025
Added

Introducing the new Installments OS Experience (Beta)

August 14th, 2025
Added

Organization-Level Access Controls

August 11th, 2025
Added

New Calculation Endpoint for TILA Compliance

August 4th, 2025
Improved

Quality of life improvements to Controlled Processing

July 28th, 2025
Fixed

Update to Data Direct's refresh logic

July 21st, 2025
Added

Data Direct Payoff Amounts and Unaccrued Interest Fields

July 21st, 2025
Added

Update Line of Credit Transaction Interest Rate

1 of 3