I am new to the Realfinity Origination Platform and I have found it very user friendly. It is easy to upload documents and sends out emails to the client when we are in need of a document.

I have been working in real estate for about 5 years and have used several platforms in that time. Finding a platform that actually makes my job easier instead of more complicated is a rare thing. The Realfinity platform is something new and innovative designed specifically for that. It helps me manage both sides of my business as a Real Estate Agent and Loan Officer without having to jump between different systems. Everything is in one place which saves me a lot of time and helps me keep everything better organized. The Home Dashboard is my favorite feature as it allows the client to go on their own, do calculations, see updated and historical interest rates. Also, the fact that the client can have their own portal with access to their property value and loan options is a huge plus. Before, I would get a lot of calls from clients asking me what was next, what stage of the process they were in, what documents they needed, etc. Now they can log in and see everything for themselves. It makes them feel more in control and makes my life easier too.

What I like the most about Realfinity Origination Platform is its simplicity and precise information. You get it right and simple. Easy to navigate and multiple convenient links throughout each page, facilitating access any information quickly and efficiently