Updates
MeridianLink Integration Enhancements
Included Student Loans and Auto Leases in Liabilities
Credit score now updates when running credit reports
Ability to download a customer copy of the credit report
Loan Vault Upload
Users can now upload Terms and Agreements files into the loan vault
Client View Improvements
The email icon was removed from the client view to reduce confusion
Transactional Email Update
Unsubscribe ID is excluded from transactional emails
Bug Fixes
Credit Report
Prevented second credit report requests
Resolved Submit button issues
SSN is no longer pre-populated
POS / Application Flow
Terms and Agreements now editable for 6-piece info entries
Redirect to Loan Pipeline after submitting
RESPA now only shows when all required fields are complete
UI/UX Bugs
Fixed missing email on the widget in the mobile client view
Enabled clickable client names for loans via 6-piece info
Converted state field to dropdown; added missing previous address
Large email content issues resolved
Email send error resolved
Duplicates from BCC emails eliminated
Upcoming
Home Dashboard 2.0
Nov 2024
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We're completely reworking the landing pages for all Clients and Users to make them dynamic based on their most important information! |
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In-Platform Disclosures
Q4 2024
Borrowers will be able to sign and view their initial disclosures within Realfinity.
Spanish translation
Q1 2025
The client dashboard and loan application. ¡En español!
DLR Onboarding
Q1 2025
An entry point for realtors seeking to become DLRs (Dual-Licensed Realtors) to complete tasks and track their progress toward licensing.
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