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 2025

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

🚀 Performance & Display Enhancements

  • Enhanced usability with high-resolution displays (greater than 2000 pixels wide such as Microsoft Surface Pro and similar laptops, and high-performance monitors such as 2K, 4K, and Ultra-High-Definition displays)
  • Increased program speed and reduced waits during program startup and Help

📋 Tax & Compliance Features

  • Updated IRS FIRE e-filing file generation for 1099-A and 1099-C (in addition to 1098 and 1099-INT)
  • Print entire revised 1096, 1098, 1099-A, 1099-C, 1099-INT payor/payee B and C copies on blank paper; print A copies on IRS forms
  • Only the new 2025 NoteSmith can submit files or fill in the new IRS forms due January 2025
  • Updated Bankruptcy Form 410A to match current requirements

⚙️ Integration & Usability

  • Increased limits for data exported from NoteSmith® for import into Intuit QuickBooks
  • Minor changes based on user feedback to improve usability and enhance reporting

🛠️ Support & Installation

  • 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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Get the latest features and improvements with NoteSmith 2025.