Data Center

🌟 TOP HIGHLIGHT 🌟

Dynamic Lists for Loan Officers

Recruitment just got a major upgrade. Until now, building loan officer lists meant exporting static files that were outdated the moment they were created. Every time the market shifted, you had to start over.

Dynamic Lists changes that. You can now create living lists of loan officers that automatically update based on your chosen filters. Define your criteria once — role, state, tenure, lender roster, production, or transaction details — and the list keeps itself current. When a new loan officer meets your filters, they appear automatically; when one falls out, they’re removed.

Here’s what makes Dynamic Lists so powerful:

• Always up to date — lists refresh automatically as records change.
• Smart filtering — target by role, geography, production levels, lender details, or transaction history.
• Flexible actions — export lists, push them into your CRM in just a few clicks.

Dynamic Lists transform recruiting from a manual task into a continuous strategy. Instead of working with static snapshots, you now have a tool that delivers clean, accurate, and actionable data — giving you more time to focus on outreach and results.

Learn more here: Dynamic Lists

Default Permissions for Team Members

Onboarding just got simpler. Company admins can now establish default permission sets that apply automatically to new team members. 

Whether you’re creating role-based templates or adjusting individual settings, this feature ensures that every user starts with the right access. No more gaps in basic permissions—your team is set up correctly from the very first login.

Export All Past Transactions

Your history is now at your fingertips. From My Mortgages > All Past Transactions, you can export your entire book of business into a spreadsheet. 

This makes it easy to review performance, create internal reports, or upload your records into other systems. Instead of digging through scattered data, you now have one clean file that contains it all.

Pathways Home (BETA)

State-Specific Compliance Disclaimers

Compliance is easier than ever in Pathways Home. Admins can now choose between a standard SAFE-compliant disclaimer (with state-specific language built in) or create their own custom disclaimer using a growing library of variables. This flexibility ensures every communication includes accurate, compliant details—tailored to your organization’s needs.

Pre-Populated Communication Actions

Borrowers can now connect with loan officers in fewer steps. When a borrower clicks the email or SMS icon on a loan officer card within a Property Page, their device will open a pre-populated message that’s ready to send. This creates a seamless communication flow and reduces the friction between browsing a property and reaching out to a professional.

Expanded Disclaimer Variables

We’ve enhanced the disclaimer variable table in Pathways Home to include even more customization options. This expansion gives admins the flexibility to craft compliance language that matches their unique needs, making disclaimers both accurate and adaptable.

🐞 Bug Fixes & Improvements

This sprint also included a series of behind-the-scenes fixes designed to improve accuracy, reliability, and day-to-day performance across MMI.

• Interest rate sources have been updated for greater accuracy.
• Loan officer results now include addresses for better visibility.

• CTA functionality on Property Pages works as expected. 

   

With these enhancements, MMI continues to deliver cleaner data, greater control, and smoother workflows—helping you work smarter and move faster.