New Features
The VaultThe Vault allows the processing team and you to share documents with your borrowers! These documents will remain available for their records in perpetuity. |
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Credit Report TaskOnce the loan application is submitted, a credit report task will appear, prompting the user for their card and required information. The report will automatically be pushed into the loan file and The Vault. |
Updates
RFMail
RFMail Inbox push notificationsWherever you are in the app, your email icon will update when a new message arrives. No more need to refresh! |
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Email ValidationEmail addresses in the To, CC, and BCC fields will validate when you exit the field and use Tab or Enter. |
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Bug Fixes
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Client Pipeline Actions (bugfix)
All actions on the client pipeline page now work as expected. |
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Upcoming
Home Dashboard 2.0
Nov 2024
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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