Added
10 months ago by Anna Kravets
We have added a new action, "Send Invitation to Borrower Portal," in the Automation Builder, allowing borrowers to be automatically invited to the portal to track their application progress. Additionally, we have improved the existing "Offer Selection" portal element, which now includes a configuration for offer titles.
Added
11 months ago by Anna Kravets
We've added a digital intermediary portal with customizable pages and the ability to invite multiple users associated with a single intermediary. Additionally, we've added several new page elements that allow you to add your own HTML/CSS to your digital lending portals, enhancing their branding and styling. These include a custom CSS stylesheet and HTML footer that are applied to all portal pages, as well as a Custom HTML element, which allows you to add HTML blocks to individual pages.
Added
11 months ago by Anna Kravets
We have introduced language settings for Digital Lending Portals and automated emails. We have also released minor bug fixes and UI improvements.
Added
12 months ago by Anna Kravets
We have introduced the ability to customize the landing page of the Standard Borrower Portal, allowing you to tailor it to your specific needs. This update includes new portal elements exclusive to the landing page, such as "Text + Button" and "Button." Additionally, you can add "Text Columns" to emphasize key details about your business or process. Lastly, we have introduced the ability to retrieve files from integrations, such as reports in PDF format, streamlining the credit report review process and making it more user-friendly for non-technical users.
Added
12 months ago by Anna Kravets
We’ve introduced the ability to use standard system fields, such as Application ID, Application Date, and more, across the DigiFi platform (in addition to the existing ability to access variables). Users can now incorporate these system fields into calculations, integrations and decisions, making workflows more efficient. Additionally, we have added Plaid integrations and the Plaid Link widget to the integration marketplace. Plaid Link is also now available as a new element for portal pages.
Added
about 1 year ago by Anna Kravets
We’ve incorporated customer feedback to improve the default user flow on Standard Borrower Portals, and now allow applicants to begin applications before creating their account. Additionally, we’ve added a new portal element, "E-Signature," and introduced a new integration in the Integration Marketplace: "Google Analytics."
Added
about 1 year ago by Anna Kravets
We have added an integration marketplace that allows you to populate integration templates from a list of available vendors directly into your loan product. Additionally, we have revamped the structure of the document management features within the loan product. Lastly, we have released minor bug fixes and UI improvements.
Added
about 1 year ago by Anna Kravets
We've added a new Content-Type to Data Integrations, Multipart/Form-Data, which allows you to transfer files through data integrations. Additionally, we've added support for XML requests without requiring conversion to JSON. Lastly, we have released minor bug fixes and UI improvements.
Improved
about 1 year ago by Anna Kravets
We have released minor bug fixes and UI improvements.
Added
about 1 year ago by Anna Kravets
A new trigger, "When an application document is uploaded," has been added to the Automation Builder. Additionally, we have added labels to application documents. Lastly, we have released minor bug fixes and UI improvements.