Platform

Getting Started with the Realfinity Platform

• How to Login

Getting Started with HomeDashboard for Clients

• Welcome to HomeDashboard
• Your Dashboard
• Loan Summary
• Loan Application (URLA)
• Client Dashboard - Loan Opportunities
• Client Dashboard - Education

FAQs

• How do I setup my social media login?
• Understanding the Loan Timeline
• Pre-Qualification vs. Pre-Approval: What’s the Difference?
• What is the Difference Between a Soft and Hard Credit Pull?

Release Notes

• Realfinity Platform Release - 08.27.2024