Meet Your New Loan Officer Dashboard #
A smarter home base for loan officers, with an AI assistant grounded in your own pipeline.
14 Jul 2026
Feature
Fixed
🆕 New
- Ask Further, your new AI assistant, answers questions about your own pipeline and clients right in the dashboard, with replies that stream in live. It surfaces client details, drafts you can copy, and one-click links to open matching clients in your table.
- A new Home page gives you an at-a-glance view of your pipeline by timeline, plus quick-view cards for opportunities and clients that need attention — each one deep-links straight into a filtered client list.
- Find anyone or anything fast with the new ⌘K command palette: search clients, pull up recent ones, or start a question to Further from anywhere.
- New client filters for lead score and date added make it easy to zero in on your hottest leads or everyone new this week.
🐛 Fixed
- Navigating between Home, Chat, and Clients now works on the first click, with no more bouncing back to your client list.
- New conversations now appear in your chat history instantly and update with a title as soon as the assistant replies — no reload needed.