Loan Officer Dashboard & Faster Insights #
A new AI dashboard for loan officers, quicker plan insights, and a range of reliability and privacy improvements.
05 Jul 2026
Feature
Improvement
Fixed
Security
🆕 New
- Loan Officer Dashboard. A new home base for loan officers that brings your pipeline, opportunities, and clients-needing-attention into one view, with stat cards that deep-link straight into a filtered client list.
- AI assistant in the dashboard. Ask questions about your pipeline and clients in a built-in chat — search clients, get a quick pipeline summary, or draft a check-in — with a fast ⌘K command palette for finding clients. The assistant only ever surfaces your own assigned clients.
- Smarter client filtering. New lead-score and "date added" filters power one-click views like "hot leads" and "new this week."
- Download your data and delete your account. Homebuyers can now export their data as a file and permanently delete their account and all associated information from account settings.
- Refreshed onboarding chat. The homebuying onboarding experience is now powered by a new engine that shows guidance and insights as clean, ordered cards alongside the conversation.
✨ Improved
- Plan insights load about three times faster. Generating your plan insights now takes roughly 5 seconds instead of ~16, so you see guidance sooner after adjusting your plan.
- Sharper lead scoring. Lead scores now better reflect a buyer's real financial fit and current engagement, and profiles with too little information are clearly marked as "insufficient data" instead of showing a misleading score.
- Neighborhood picking across metro areas. You can now choose neighborhoods that belong to the same metro region (for example, across the greater Washington, DC area), and typed locations are validated so mismatched places are caught early.
- Cleaner agent dashboard. Client list rows now stay a consistent height, and the neighborhoods column fits neatly on one line.
🐛 Fixed
- Timeline insights update on the spot. After you complete or undo a timeline step, the "Good to know" insight now refreshes on its own instead of requiring a page reload.
- No more garbled chat replies. Fixed an issue where background insight generation could bleed fragments into your Homebuyer AI chat responses.
- Dashboard navigation works on the first click. Fixed a bug where moving between dashboard pages could bounce you back, and new chat conversations now appear in your history immediately.
🔒 Security
- Behind-the-scenes security and performance improvements.