Release Notes - Sept 3rd 2025

🌟 TOP HIGHLIGHT 🌟:

MMI Now Sets the Standard for Agent Data Accuracy

Agent data has always been one of the most difficult challenges in the industry. Unlike Loan Officers—who are regulated with a single national ID—agents often appear under multiple IDs across different boards, with inconsistent or incorrect information. This results in duplicate profiles, inaccurate production numbers, and messy insights.

MMI has now solved this problem. Through extensive data engineering and proprietary unification methods, we now consolidate agent records across boards into a single, accurate profile. This process eliminates duplication, surfaces verified contact information, and ensures production and wallet share analytics truly reflect the agent—not fragmented versions of them.

What does this mean for you?

MMI is now the only platform that delivers clean, unified, and accurate Agent data at scale, setting a new industry standard. This breakthrough not only improves the quality of individual profiles but also transforms the accuracy of the insights and analytics built on top of them.

Other Data improvements include:

• Loan Transaction Type Simplification Loan transactions are now categorized into three streamlined groups—Purchase, Refinance, and Equity. This replaces the previous granular buckets, improving accuracy and reducing classification errors.
• Listing Alerts Enhancement Listing alerts have been updated with improved notification capabilities, helping you stay on top of market activity more effectively.

MMI Data Center

Lender Profile (BETA)

The new Lender Profile BETA View is now live.

The updated design mirrors the modern Loan Officer Pages, giving you a cleaner and more intuitive way to review lender details. You can continue to toggle between the BETA and Legacy views at any time.

Agent Profile (BETA)

The new Agent Profile BETA View is now available.

This refreshed layout organizes agent information in a clearer, more accessible format and aligns with the updated Loan Officer and Lender Profiles. You can continue to toggle between the BETA and Legacy views at any time.

Profile Navigation Enhancements

You can now move between related profiles with a single click. Loan Officer Profiles include a direct link to the associated Lender Profile, making it faster to see the broader picture of a lender’s activity.

Agent Profiles also include a link to the associated Office, helping you quickly connect agent performance with their office context. This enhancement is available today in the Legacy view and will be coming soon to the BETA view.

Pathways Home (BETA)

VCard Download

Added a VCard (.vcf) download button on Property Pages Allows borrowers to save Loan Officer contact info directly to their devices

Fallback Disclaimer

Property Pages now display a default disclaimer if one has not been set by an Admin Ensures consistency across pages until customized.

Default Disclaimer: "This property information is provided for educational purposes only and should not be considered financial or investment advice. Property values, market data, and calculations displayed are estimates and may not reflect actual market conditions. Consult with qualified professionals before making financial decisions. To customize this disclaimer, contact your administrator to update settings.”

Digest Pre-Send Validation

Pre-send validation now ensures all required components are in place before you send a digest. This includes having your profile image uploaded, CTAs configured in Pathways Settings, and your company logo added in Branding. These checks help you deliver professional, polished digests every time, without missing key elements.

Admin Override for CTAs

Admins can now enable a toggle that allows Loan Officers to add their own CTAs directly in their User Profile for Property Pages. This makes it easy for LOs to include personal links—such as their application link—while still giving Admins control over overall branding and compliance.

For more information on Pathways Home, check out our help article HERE.