Realfinity Platform Release - 10.08.2024

Modified on Thu, 22 May at 6:26 PM

New Features

Enhanced Pricing Results

Ineligible products

Quickly identify why certain products aren't displayed in your results

Adjustments

See loan-level product adjustment (LLPA) to identify how the rate could be improved or what discounts are being applied.

 

*not all products and scenarios will have adjustments

Notes and Notices

It contains assumptions and important details about the loan product. You can use it to verify that you have the right product.

 

Archive Loan Application

Hide loan applications from your pipeline view.

From the pipeline
In the loan application

 

Updated Features

Client Login Link

Updated look and feel

Added to Loan Application

 

Agent Profile

Reorganize the public profile page

Added a historic rates widget

Simplified Profile Settings

  • See your mail.rfm.io email address
  • Removed unnecessary settings
  • Added QR code for DLR public page

 

Email

Email Icon

Shows the unread count as part of the icon

Opens in a new tab

Enhanced recipient validation

 

 

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