Jacob Boyle

  Faster Path to Your Data What's New Lead Store downloads in order history — Grab your leads directly from any past order, and filter by loan amounts up to $30M.   Push Loan Officers to Your ...

What is Data Center SSO?Single sign-on (SSO) lets a user get into Data Center without typing a separate Data Center password. Instead they sign in with an account they already have, and Data Center...

What is Data Center SSO?Single sign-on (SSO) lets a user get into Data Center without typing a separate Data Center password. Instead they sign in with an account they already have, and Data Center...

  Release Notes  ·  May 21st, 2026This release brings the Loan Officer profile to parity with the legacy view, adds executive-level lender insight, and continues to make the connections between Dat...

  Release Notes  ·  April 29th, 2026This release is about bringing the MMI platform closer together. The apps you use every day feel more unified, your data moves more easily between them, and the ...

 Data Center includes a persistent top navigation bar that gives you quick access to connected apps, account settings, and your profile from any page. This article explains what has changed, where ...

 This release brings powerful new search and filtering tools to Data Center, real-time borrower engagement intelligence to Pathways Home, and important messaging and workflow improvements across Bo...

We’re excited to share several improvements across the MMI platform designed to make your workflow smoother, faster, and easier to navigate. This release focuses on profile usability, navigation im...

Dynamic Lists can now automatically send Loan Officers to your CRM webhook or to Bonzo. The Sync Settings Once configured, the system will keep your selected destination, campaign or pipeline stage...

Profiles now allow you to customize how sections appear, making it easier to organize the information you use most often. Instead of viewing sections in a fixed order, you can rearrange them, hide ...