Realfinity Platform Release - 01.05.2025

Modified on Thu, 22 May at 6:25 PM

New Features

HD 2.0 Initiative

  • Client Home Page

  • Send a Message to DLR

  • Mortgage Calculator

  • To-Do List Task Items

  • Property Info Component

  • Refinance Opportunities Component

  • Review Quotes Component

  • Today's Mortgage Rates Component

Application Enhancements

  • Pricing Scenario for Owned Properties

  • Associate DLR with a CK (both ML and FE)

  • Public API for Loan Application Creation

  • Agent profile cleanup

  • Update the unread count in the header

Data & Integration

  • NFM Offboarding: NFM data purging

  • E-consent custom field updates

  • Added DSCR to Task Sets

  • Created Owned Property record post-closing

Updates

Bug Fixes

Loan Vault

  • Downloadable customer copy of credit reports

Email

  • Signature website link updates

Loan Application

  • Fixed issues with the City field and “Applies To” visibility

  • Prevented errors during external client registration

  • Fixed Address field and missing SSN in credit modal

  • Corrected pricing UI DTI value pass-through

  • Fixed bug when creating loans via DLR (dropdown visibility)

  • Resolved issues with saving opportunities to Cosmos DB

Interface & Layout

  • Fixed misaligned “Archive Loan” icon

  • Corrected UI spacing, renamed action buttons

  • Fixed missing client name on client page

  • Enabled Terms & Agreements modal submission

  • Fixed rendering for large email content and burger menu

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