We're thrilled to unveil some exciting updates in our latest release.
Our brand new Simulator gets new powerful features and improvements. Plus, we’ve fine-tuned the Interest Rate Breakdown and Documents features, and implemented key fixes that elevate your user experience.
Agent Portal updates
What’s New?
New features and upgrades in the new Simulator (public beta) — ADVISORY
A huge shoutout to our beta testers — your invaluable feedback has been instrumental. Within just two weeks of our launch, you have created almost 150 simulations, and we're just warming up. This release introduces:
- See and edit detailed costs.
- Simulate a Bridge Loan.
- Adding the property collateral option for better LTV.
- A revamped bar chart for LTV and DTI that's both sleek and more precise.
Nico dives deeper into these updates here!
If you haven't joined our public beta yet, book a slot to get started or provide feedback.
Streamlined the Interest Rate Breakdown — FULFILMENT
You reported the hassle of matching the rates back to the original pricing sheet from the lenders. We heard you! We’ve now simplified the breakdown, and removed the “Automatic charges & discounts” and renamed Base Rate to “Rate before discounts”.
Our itsme & beID integration gets more fields! — FULFILMENT
Say goodbye to manual data entry. When inviting your clients to enter their data through itsme or beID, we can now also populate:
- Gender
- ID card number
- ID card expiration date
- Nationality
- City of birth
We are working on allowing your clients to enter more information through the Borrower Portal so that you don’t have to. Stay tuned!
🤷🏻♀️ More transparent document rejection — FULFILMENT
Clients can now see the reason their document was rejected, eliminating the need for back-and-forth emails and calls.
️ Key Fixes & Improvements
- Adding new properties in a snap. All property purposes are now available to you in the quick-creation modal
What’s Next
We’re continuously listening to your feedback and here are some upcoming improvements:
- Activation
- Improve the security of your borrowers’ private information with Two Factor Authentication (2FA).
- Retain your borrowers in your online journey by showing them clear directions and paths that address all their needs.
- Provide borrowers with a fully desktop-responsive tool.
- Empower your communication with borrowers thanks to powerful automated emails. Get it personalised and enriched with boosting information such as the best rate.
- Advisory
- A first version of the ‘product selection’ step in the new Simulator.
- The ability to simulate a ‘buy-out’ scenario
- The ability to simulate a ‘refinancing’ scenario
- Fulfilment
- Manage your lender-specific IDs inside your new Profile page.
- Send verified documents to the lender via email using password-protected encryption.
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