Realfinity Platform Release - 11.07.2024

Modified on Thu, 22 May at 6:29 PM

New Features

The Vault

The Vault allows the processing team and you to share documents with your borrowers! These documents will remain available for their records in perpetuity.

Credit Report Task

Once 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 notifications

Wherever you are in the app, your email icon will update when a new message arrives. No more need to refresh!

Email Validation

Email addresses in the To, CC, and BCC fields will validate when you exit the field and use Tab or Enter.

Bug Fixes

  • Reply all, now correctly replies to all
  • Missing inbox items for very long emails
  • Sent folder list view now shows the recipient instead of the sender

 

Client Pipeline Actions (bugfix)

All actions on the client pipeline page now work as expected.

 

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!

 

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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