DOCUMENTATION HUB
  • Welcome
  • Platform
    • Platform Overview
    • Partners & Sites
    • Lender Hub Pipeline View
    • Landing Pages
    • Loan Assignment Links
    • Loan Officer Pages
    • Borrower Tasks
    • Borrower Document Uploads
    • Milestones
    • Troubleshooting Encompass eDisclosure packages
    • Testing Procedures
    • Blueprints
    • Sagas
      • Saga Methods Reference
    • Pushback Endpoints
    • Third Party Integrations
      • Credit Providers
        • CBC / Factual Data
        • Meridian Link
        • CoreLogic - CredCo
        • Informative Research
      • Loan Origination Systems (LOS)
        • BytePro
        • MortgageFlex
        • MeridianLink Mortgage
        • Encompass
      • Verification of Assets (VOA)
        • AccountChek by FormFree
        • Finicity
      • Verification of Employment/Income (VOIE)
        • The Work Number
      • Pricing Engines
        • Optimal Blue
        • Mortech
        • EPPS
        • PriceMyLoan
        • Polly
      • Payment Vendors
        • Celero Commerce (formerly Transnational)
      • AUS
        • Desktop Underwriter (DU)
        • Loan Product Advisor (LPA)
      • eSign
        • Dropbox Sign (formerly HelloSign)
        • DocuSign
        • EllieDocs
      • Fees
        • SmartFees
      • Customer Relationship Management (CRM)
        • SalesForce
        • TotalExpert
        • Velocify
      • Private Mortgage Insurance
    • Single Sign-On (SSO)
    • UI/UX Customizations
    • DNS Setup
    • Email White Labeling Setup
    • Notifications
    • Analytics
    • Pre-Qualification Letter
    • Teamwork
    • Reset Password
    • Webhooks
  • Encompass e-Disclosure Integration
  • Create Applications from Encompass Loans
  • Access Level Management
  • Lender Hub User Management
  • Reports Tab
  • API
    • API Overview
    • API Playground
  • Release Notes
    • Release Notes Overview
    • 2025 Release Notes
      • May 7th, 2025 Release Notes
      • April 9th, 2025 Release Notes
      • March 5th, 2025 Release Notes
      • February 5, 2025 Release Notes
      • January 8, 2025 Release Notes
    • 2024 Release Notes
      • December 4, 2024 Release Notes
      • November 6, 2024 Release Notes
      • October 10, New Feature Release: Task Due Dates & Notifications
      • October 2, 2024 Release Notes
      • September 4, 2024 Release Notes
      • August 7, 2024 Release Notes
      • July 10, 2024 Release Notes
      • June 5, 2024 Release Notes
      • May 1, 2024 Release Notes
      • April 3, 2024 Release Notes
      • March 11, 2024 Release Notes
      • February 6, 2024 Release Notes
      • January 24, 2024 Release Notes
      • January 10, 2024 Release Notes
    • 2023 Release Notes
      • December 27, 2023 Release Notes
      • December 12, 2023 Release Notes
      • November 29, 2023 Release Notes
      • November 15, 2023 Release Notes
      • November 1, 2023 Release Notes
      • October 17, 2023 Release Notes
      • September 27, 2023 Release Notes
      • September 6, 2023 Release Notes
      • August 16, 2023 Release Notes
      • August 15, 2023 Release Notes
      • July 27, 2023 Release Notes
      • June 27, 2023 Release Notes
      • June 7, 2023 Release Notes
      • May 17, 2023 Release Notes
      • April 25, 2023 Release Notes
      • April 4, 2023 Release Notes
      • March 15, 2023 Release Note
      • February 21, 2023 Release Notes
      • January 31, 2023 Release Notes
      • January 4, 2023 Release Notes
    • 2022 Release Notes
      • December 7, 2022 Release Notes
      • November 15, 2022 Release Notes
      • November 1, 2022 Release Notes
      • October 4, 2022 Release Notes
      • September 13, 2022 Release Notes
      • August 31, 2022 Release Notes
      • August 2, 2022 Release Notes
      • July 13, 2022 Release Notes
      • June 22, 2022 Release Notes
      • June 1, 2022 Release Notes
      • May 10, 2022 Release Notes
      • Apr 19, 2022 Release Notes
      • Mar 29, 2022 Release Notes
      • Mar 8, 2022 Release Notes
      • Feb 15, 2022 Release Notes
      • Jan 25, 2022 Release Notes
      • Jan 5, 2022 Release Notes
    • 2021 Release Notes
      • Dec 21, 2021 Release Notes
      • Nov 22, 2021 Release Notes
      • Nov 2, 2021 Release Notes
      • Oct 12, 2021 Release Notes
      • Sep 22, 2021 Release Notes
      • Aug 24, 2021 Release Notes
      • Aug 4, 2021 Release Notes
      • Jun 22, 2021 Release Notes
      • May 28, 2021 Release Notes
      • May 12, 2021 Release Notes
      • Apr 13, 2021 Release Notes
      • Mar 23, 2021 Release Notes
      • Feb 26, 2021 Release Notes
      • Feb 9, 2021 Release Notes
    • 2020 Release Notes
      • Dec 1, 2020 Release Notes
      • Nov 10, 2020 Release Notes
      • Oct 20, 2020 Release Notes
      • Sep 28, 2020 Release Notes
      • Sep 13, 2020 Release Notes
      • Aug 17, 2020 Release Notes
      • Jul 30, 2020 Release Notes
      • Jul 13, 2020 Release Notes
      • May 28, 2020 Release Notes
      • May 5, 2020 Release Notes
  • Client Resources
    • Client Resources Overview
    • Third Party Integrations Overview
    • Maxwell Onboarding Overview
    • Support Portal Quick Reference
    • Lender Hub User Management
    • Duplication of Applications
  • Broker Origination System (BOS)
    • Borrower Tasks in the Lender Hub
    • Exporting Client Documents from the Lender Hub
    • Exporting the MISMO 3.4 from the Lender Hub
    • Reset Password
  • Maxwell Business Intelligence
    • Data Dictionary
Powered by GitBook
On this page
  • Lender Hub - Net Promoter Score + User Feedback
  • DocuSign Integration Enhancement - eSign for non applicants
  • Enhancements to Batched Notifications
  • Improvements to CCing team members in notifications
  • Lender Milestones UI Changes
  • Status Bar UI Changes
  • New CSV Column with Agent Assignment Links
  1. Release Notes
  2. 2023 Release Notes

August 16, 2023 Release Notes

PreviousSeptember 6, 2023 Release NotesNextAugust 15, 2023 Release Notes

Last updated 1 year ago

Lender Hub - Net Promoter Score + User Feedback

With this release Lender Hub users will be asked to share their feedback about the Lender Hub. This information will be collected in 2 different formats: NPS Survey and Feedback

  • NPS Survey: At certain points during the user flow, the platform will display an popup to the user to asking them to provide the answer to the following question: "Would you recommend this platform to others?"

  • Feedback: At certain points during the user flow, the platform will display an popup to the user to asking them if they are happy with the platform.

We will use HotJar to implement both NPS and Feedback features.

  • Value: Gathering feedback from our users

  • Leveraging this Feature: This will be turned on for all clients with the release.

DocuSign Integration Enhancement - eSign for non applicants

Starting with this release, clients that use DocuSign will be able to generate eSign requests to users outside of Revvin. This is an enhancement to the already existing E-Sign Custom Task feature. Lender Hub users will have the option to enter an email address for a person that is not an applicant but whose signature is needed in order to proceed with an application.

  • Value: Improving the Borrower and Lender experience, simplifying the experience for non users related to applications started in Revvin.

Enhancements to Batched Notifications

With this release clients will be able to see changes related to the way our system batches notifications. From now on notifications will be batched in a different way. The goal is minimizing the amount of notifications agents receive without loosing any important updates.

Starting with this release notifications that are set to batch will be sent to agents batched based on the notification type (this is the previous behavior) as well as by the application. From now on, agents will receive individual notifications for each application that will contain multiple updates.

  • Value: Improving the Lender Hub user experience.

Improvements to CCing team members in notifications

In a previous sprint we added a feature to one specific notification profile. This feature allowed that this particular notification was sent to a user, and the assigned team was CC'd on that notification. With this release that option has been extended to all notification profiles, making it simpler for the team to notify the full team and not just the primary agent on notifications.

  • Value: Improving the Lender Hub user experience.

Lender Milestones UI Changes

With this release the UI for Lender Milestones tab in the Lender Hub will be different. The main changes are that the platform now will display the Milestone that is marked as Active.

Additionally, now clients can choose how the milestones are updated: arbitrary or sequential mode.

  • The arbitrary mode allows for marking milestones as active or completed in any order without affecting others (this is the default option).

  • With the sequential mode, when a milestone is marked as completed or active, all those that precede it are also treated as completed.

  • Value: Improving the understanding of the Milestones mapping.

Status Bar UI Changes

With this release the Status Bar that pop-up whenever an integration is running or a process is being completed looks different.

  • Value: Improving the Lender Hub user experience

  • Leveraging this Feature: These changes will take place with the release. No action is required from clients to turn this on.

New CSV Column with Agent Assignment Links

From this moment on Lender Hub admins will be able to see all the assignment links of all the users as a new column when downloading the user CSV. Note that a user can have multiple links, in this case the links will be separated by commas, in the same column.

  • Value: Improving the Lender Hub user experience

  • Leveraging this Feature: These changes will take place with the release. No action is required from clients to turn this on.

Leveraging this Feature: Clients that already use DocuSign through Revvin on will see this change immediately after the release. Clients that want to start using DocuSign should contact .

Leveraging this Feature: Clients that already have batched notifications on will see this change immediately after the release. Client that want to start using batched notifications should contact .

Leveraging this Feature: Clients that want their whole team copied in a notification should contact .

Leveraging this Feature: The main changes will take place with the release and will be available for all clients that have this tab in their Lender Hub. Clients who want to start using the sequential mode should contact .

support@revvin.com
support@revvin.com
support@revvin.com
support@revvin.com
Feedback popup
Feedback popup
Option to add or edit external signers
External signers
View from the Milestones tab
View from the Overview tab
The arbitrary mode
The sequential mode
In-Progress bar
Success bar
Error bar