To help loan officers prioritize and view their clients, we created a new view specifically for the pipeline, where users can customize their pipeline views, filter by client data, and sort by different attributes.
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Refinance Support in Product
Built a tool that can advise users on when to ReFi and what different ReFi scenarios could mean for their situation.
Hemlock application flags
Created a system of warnings to flag potential or known issues regarding a client’s application to the Hemlock user.
Hemlock financial profile
Created a view for Hemlock users to review their clients’ financial data, at any stage of the homebuying process.
Support Soft Pulls in Elroy
Allows users to do a soft credit pull in the pre-approval and application products, with the ability to upgrade to a hard pull when/if necessary.
Hemlock pre-approvals view
Created a view in Hemlock for users to view past and current pre-approval requests and results.
Refinance Rates Table
Launched a refinance compatible rates table for consumers in both the embeddable rates widget and client portal.