The latest release includes enhancements to the Realfinity POS (Point of Sale) and 1003 Loan Application.
New Features
Email Solution Enhancements
Email Interface Page (DLR Only)
Overview: This update introduces a dedicated email interface page for dual-licensed realtors (DLR) within the Realfinity Platform. The new page supports composing messages, sorting, and searching through communications.
Benefits: It provides a streamlined communication tool directly within the platform, reducing the need for external email tools. It allows for easier organization and tracking of borrower communications.
Functionality: Users can compose and send messages, upload attachments that link directly to loan files, and sort/filter messages by client. The email icon on the navigation bar will display the number of unread emails.
SSO Logins
Overview: Added Single Sign-On (SSO) functionality for seamless access to the email solution.
Benefits: Simplifies the login process for users, enhancing security and user experience.
Updated Features
Optimal Blue Integration
Optimal Blue v4 Pricing Scenario
Overview: This release replaces the Lender Price with the Optimal Blue v4 pricing engine. The update affects the pricing scenario, quick pricer, debt consolidation, cashout calculator, and AWR/RFM.IO.
Benefits: Enhances accuracy and efficiency in loan pricing and scenario analysis, benefiting agents and clients alike.
Functionality: Users can generate pricing scenarios, calculate debt consolidation options, and calculate cash-out with the new Optimal Blue v4 engine.
Quick Pricer
Overview: Introduced a Quick Pricer tool accessible from the staging account, allowing users to rapidly generate pricing results.
Benefits: Facilitates quick and accurate loan pricing estimations.
Debt Consolidation and Cashout Calculator
Overview: Updated tools for debt consolidation and cash-out calculations, now leveraging the Optimal Blue v4 engine.
E-Consent Implementation
E-Consent Workflow
Overview: E-consent is now required before a user can access the loan application, ensuring compliance and transparency. The system asks for e-consent from the client or agent (on behalf of the client) at the start of the loan application process.
Benefits: Ensures that all parties consent to electronic communication and document handling, enhancing legal compliance and user trust.
Functionality: Agents and clients must provide consent before proceeding with the loan application. This process applies to both the short and full loan applications.
Client and Agent Views
Overview: Differentiated views and processes for agents and clients when giving e-consent, ensuring the correct information is captured based on the user's role.
Benefits: Tailors the consent process to the specific needs of agents and clients, reducing friction and improving accuracy.
Functionality: Clients are prompted for e-consent when accessing the loan application for the first time, while agents provide consent on behalf of clients when necessary.
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