Realfinity Platform Release - 10.22.2024

Modified on Thu, 22 May at 6:26 PM

Updates

Inbox notifications

DLRs will now get an email notification to their login email of unread messages within 15 minutes of receipt.

Login

The username and password fields have been removed from the login screen.

Loan Application

Processor and Assistant dropdowns have been removed.

 

Pricing Enhancements and Bug Fixes

HELOC-specific fields and dynamic field display

 

Upcoming

 

Credit Report Task

Oct 2024

Clients will automatically be assigned a task to run their credit after completing their loan application. They will have the option for soft or hard if a prequal, or require a hard if a full 1003.

 

Loan Vault

Nov 2024

Documents for your borrower's records, including signed disclosures.

 

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!

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