Realfinity Platform Release - 09.24.2024

Modified on Thu, 22 May at 6:26 PM

New Features

Simplified Pricing

Pricing Search

The most important fields have been placed front and center.

Pricing Results

We now have two ways of viewing pricing results:

Best - A single result for each product with a rate at par, and plus/minus one point.

All - Our classic view, redesigned. Coloring has been added, along with more columns and fee details.

Best

All

 

LOS Auto Submission - 6 Pieces of Information

Auto-submission of a RESPA (ALIENS) loan when completed by a licensed loan originator (LO).

If RESPA is triggered by an LO and left inactive for 15 minutes, then it will automatically be submitted to the Loan Origination System (LOS) for disclosure.

When the LO exits the page they will be prompted to submit if RESPA has been triggered.

 

Rate comparison widget

A market average rate comparison widget has been added to the realfinity homepage showing how our rates compare to the market average.

 

Update Website

The best of the Realfinity (realfinity.io) and RFM (rfm.io) sites have been combined into one! Mortgage rates and the Dual-License Realtor (DLR) are front-and-center. Take a look for yourself!

 

 

Updated Features

  • Processor access to Client Details page and pricing scenarios
  • Mortgage calculator fixes
  • Admin access to Optimal Blue (OB) User fields
  • Email
    • Signature template matches company template
    • Slider for resizing editor

 

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