January 4, 2023 Release Notes

Velocify Integration

Effective with this release, clients that use Velocify as their CRM can connect it with Revvin to generate Velocify leads whenever applications are created in Revvin. Revvin will update Velocify whenever new relevant information is added to the application by the Borrower in Revvin.

• Value to Clients: Increase the LO productivity.

• Leveraging this Feature: Clients that are using Velocify should contact us at [e-mail] to let us know if this is something they want to have added to their Revvin Platform.

Enhancement to Total Expert Integration

With this release our system provides an extra layer of security to our integration with Total Expert. From now on, registration and verification will be requested by email to the borrower. We do this in order to prevent unauthorized third parties from collecting PII data from the application.

• Value to Clients: Increase security.

• Leveraging this Feature: This feature is available by default with this release for our Clients who use Total Expert.

Lender Portal Changes

Pipeline - Enhancements to Status Column

From this release on, our Clients that use the Pipeline Status column have the option to make one of the status the default status. This default status will be applied to all new applications whenever they show in the Pipeline.

Example of Status Column in Pipeline

• Value to Clients: Increase LO Productivity.

• Leveraging this Feature: Clients that are using the Pipeline Status in their Pipeline should contact us at [e-mail] to let us know if this is something they want to have setup.

Enhancements to Overview Tab

From this release onwards the LO will be able to see, in the Overview Tab, an extract of the latest activity tracked in the Activity log. This will allow better control of the tasks realized by him/her or by the borrower.

Example of Activity Log in Overview Tab

• Value to Clients: Increase LO Productivity.

• Leveraging this Feature: This feature is available by default with this release for our Customers that are using the Overview Tab feature.

Borrower Portal Changes

Enhancements to CoBorrower Task customizations

With this release Clients will be able to add tooltips to two questions in the Co-Borrower Tasks. These questions ask the Borrower whether or not their Co-Borrower is their spouse and whether or not they want to complete the Co-Borrower's part of the application for them. Our Clients are able to edit the text of these questions as well as the tooltips (if they want to add any) for each of these questions.

Example of the questions that can now have tooltips

• Value to Clients: Improve Borrower's Experience.

• Leveraging this Feature: Clients that want to add these tooltips to their Borrower Flow should contact us at [e-mail].

Enhancements to PreFill Address field

With this release, Clients that use our PreFill Address Field in their Borrower Flow can add a warning to let their Borrowers know if they have entered a Property Address that is not part of their Licensed States.

Example of State Validation

• Value to Clients: Improve Borrower's Experience as well as Increase LO Productivity

• Leveraging this Feature: Clients that want to add these state validation to their Borrower Flow should contact us at [e-mail].