Realfinity Platform Release - 02.20.2025

Modified on Thu, 22 May at 6:25 PM

New Features

Pre-Licensed Agent/ DLR Onboarding

  • Auto-creation of pre-licensed when they reach a point in CRM/Hubspot
  • Training tracker for pre-licensed Users
  • Users automatically convert to fully licensed users when licensing is complete

Updates

Email Improvements

  • Email notifications integrated to improve onboarding communication

Bug Fixes

Email

  • Missing email icon issue on mobile devices.
  • Investigated and fixed issue where emails for DLRs were not persisting.

Pricing

  • Fixed logic for calculating and displaying the target rate adjustment.

Start Loan Application

  • Resolved issue where loan applications could not be started if the document request field was missing.

User Profile

  • Fixed bug where user profile was not loading properly on mobile views.

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