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July 13, 2022 Release Notes

Lender Portal Changes

Customizable Pipeline CSV

Description

Effective with this release, your MortgageHippo Lender Portal Pipeline CSV are customizable. This is a followup to the previews release , where we released the ability to choose what information your Lender Portal users can see in their Lender Portal Pipeline.
When your pipelines are not customized, the CSV will mirror the columns on the pipeline.
This new feature is available for the Application Pipeline and the User Management Pipeline
Application Pipeline
User Management Pipeline

Value to Lenders

Increase LO productivity, allowing a clear traceability of applications and their details.

Leveraging this Feature

Please contact your Client Success Manager if you would like to customize your CSV columns.