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Plaid Now in DigiFi: Unlock Financial Insights for Smarter Decisions

Plaid Now in DigiFi: Unlock Financial Insights for Smarter Decisions

The latest DigiFi platform release brings impactful updates to enhance the lending process for lenders and borrowers alike. With the introduction of Plaid integration and enhanced functionality for leveraging standard application field values, this update enables lenders to streamline workflows, make more informed decisions, and provide borrowers with a seamless

Borrower Portal Experience: What’s New

Borrower Portal Experience: What’s New

DigiFi’s latest platform updates are here, bringing new functionality, improved integrations, and enhanced online borrower experiences. With tools like an E-Signature element powered by Docusign and a seamless Google Analytics integration, managing and optimizing your borrower portal has never been easier. Here’s a breakdown of what’s new

Marketplace: A New Hub for Seamless Integrations

Marketplace: A New Hub for Seamless Integrations

We’re thrilled to unveil Marketplace, a powerful addition designed to streamline how you connect with key vendors and enhance your product offerings. DigiFi’s Marketplace provides an array of integrations across multiple categories, allowing you to easily discover, implement and customize tools that fit your business needs. Whether you&

New in Data Integrations: File Transfer & XML Integrations Enhancements

New in Data Integrations: File Transfer & XML Integrations Enhancements

We’re happy to share a new addition to our data integrations functionality: File Transfer using Document Labels. This enhancement makes it easier to transfer documents alongside application data to external systems. Now, users can leverage a new content type, multipart/form-data, to send files more efficiently within data integrations.

Document Management: New Tools to Organize and Automate

Document Management: New Tools to Organize and Automate

Two new features are now available to improve your document management and workflow automation. Whether you're organizing large volumes of documents or optimizing your processes, these updates will help simplify and streamline your work. Let’s explore what’s new. Document Labels: Easy Categorization and Organization Managing documents

Improved Application Layouts & Section Permissions

Improved Application Layouts & Section Permissions

We’re excited to share some updates that have been in the works at DigiFi! These changes are designed to improve how you navigate and manage your applications, making your experience smoother and more intuitive. Here’s a closer look at what’s new. Enhanced Application Details View One of

Enhanced Lending Security with Loan Product Access Permissions

Enhanced Lending Security with Loan Product Access Permissions

We’re happy to announce our latest platform enhancement, Loan Product Access Permissions, which empowers DigiFi users to fine-tune who has access to each loan product, aligning with your team's specific roles and responsibilities. The Need for Tailored Access Consider a scenario where different teams within your organization

Right on Time: Enhance Your Automations with Time Delays and Status Conditions

Right on Time: Enhance Your Automations with Time Delays and Status Conditions

We're thrilled to introduce a powerful enhancement to Automation Builder that will help you transform how you manage lending workflows: Time Delays in Automations. This new feature lets you strategically time automated actions, providing greater control and flexibility over your processes. What are Time Delays in Automations? Time

Introducing Configurable Automatic Retries for Data Integrations

Introducing Configurable Automatic Retries for Data Integrations

Ensuring seamless data flow and minimizing disruptions are crucial challenges in managing data integrations. One common issue users face is dealing with temporary network or server errors that can cause requests to fail. To address this, we're excited to introduce a new feature on our platform: Automatic Retries

Improved Application Assignment: Load Balancing

Improved Application Assignment: Load Balancing

We are happy to announce the release of our enhanced automatic team member assignment options! This feature, which is now located within the Automation Builder, offers an expanded list of application assignment options designed to optimize your team’s workflow and improve its efficiency. Whether you're looking to

Portal Pages Builder: Your No-Code Digital Lending Portal

Portal Pages Builder: Your No-Code Digital Lending Portal

DigiFi’s goal is to make portal setup as flexible and fast as possible enabling every user to create their own borrower portal that works seamlessly with DigiFi, ensuring top-notch service for their clients. With that in mind, we’re excited to announce a major enhancement to our standard digital

Unwavering Security: DigiFi's SOC 2 Type II Compliance

Unwavering Security: DigiFi's SOC 2 Type II Compliance

At DigiFi, security is core to everything we do. In the high-risk industry of online loan origination, maintaining the highest security standards is key to protecting our clients' data and fostering trust among their borrowers. With that in mind, we’re proud to announce the successful completion of our

Task Management: Discover Updated Tasks Feature

Task Management: Discover Updated Tasks Feature

Managing tasks efficiently is a key to success in loan origination. While the DigiFi platform provides an array of tools to automate various processes, we understand that certain aspects require your close attention. Whether it's gathering application data, verifying borrower details, meeting regulations, or collaborating with diverse teams,

Standard Digital Lending Portals: Now with Test & Prod Modes

Standard Digital Lending Portals: Now with Test & Prod Modes

We understand the importance of ensuring that every update and improvement to your digital lending portal meets the highest standards before it reaches your borrowers. It's not just about preventing errors - it's about delivering a seamless and reliable user experience. With this in mind, we&

Unleashing the Power of AI-Driven OCR with DigiFi's Synthetiq Integration

Unleashing the Power of AI-Driven OCR with DigiFi's Synthetiq Integration

In today's fast-paced world, businesses thrive on data. The ability to quickly extract clean and accurate information from documents is a game-changer, and that's where DigiFi's integration with Synthetiq - an AI-driven OCR solution - comes into play. Let's explore how you

Introducing the "Lookup Table" Module: Simplifying Decision-Making

Introducing the "Lookup Table" Module: Simplifying Decision-Making

In the ever-evolving landscape of lending, the ability to make quick and accurate decisions is paramount. Enter the "Lookup Table" module, a powerful addition to DigiFi Decision Engine that simplifies the complex task of evaluating loan eligibility based on predefined values. In this blog post, we'll

September 2023 - New Feature Review

Product Updates

September 2023 - New Feature Review

We are thrilled to share some exciting updates we have made to the DigiFi platform in the last month. Flexible Table Limitations We have listened to your feedback and are happy to announce that we have introduced a more flexible approach to tables with large data sets. Previously, there was

August 2023 - New Feature Review

Product Updates

August 2023 - New Feature Review

Single Sign-On This month we announced the introduction of Single Sign-On (SSO) here at DigiFi. With this new feature, you can now access your accounts using credentials from other identity management services, eliminating the need to remember multiple usernames and passwords for various systems. Our SSO is integrated with Security

Streamlining Access with Single Sign-On (SSO): DigiFi's Latest Feature

Streamlining Access with Single Sign-On (SSO): DigiFi's Latest Feature

In today's digital landscape, where individuals often navigate a myriad of applications and websites, ensuring seamless access without compromising security has become a critical concern. Enter Single Sign-On (SSO), a powerful authentication solution that simplifies user access while maintaining robust data protection. In this post, we'll

July 2023 - New Feature Review

July 2023 - New Feature Review

As July has come to an end, we are excited to highlight some of the new features on our platform that have been recently implemented. These features aim to enhance your data organization and improve your overall user experience. Let’s take a quick look at them: Table Variable The

Introducing The Table Variable

Product Updates

Introducing The Table Variable

We are excited to announce the release of our latest feature, the table variable. This new data type allows users to store and use groups of data with multiple similar parameters directly within the platform. With the table data type, users have full control over the content in the table.

Reviewing the Features Released in June 2023

Product Updates

Reviewing the Features Released in June 2023

We hope you're finding value in our platform, and as always, we are committed to enhancing your experience by regularly adding new features and improvements. This month, we were thrilled to introduce you to our latest addition – Conditional Formatting. Moreover, we'd like to give you a

Reviewing the Features Released in May 2023

Product Updates

Reviewing the Features Released in May 2023

This month, we were thrilled to introduce two new features that should help streamline your work processes: Editing Data Types and Document Generation. 1. Editing Data Types We understand the importance of flexibility and reliability when working with data. Hence, we introduced a new feature that allows you to edit

Cover Fillable PDFs

Fillable PDFs: A Comprehensive Guide for Efficient Document Generation in DigiFi

Introduction In today's fast-paced business environment, we understand that a lot of clients are constantly working with documents to manage their applications and data. As many industry professionals know, finding a tool that can efficiently automate this aspect of the process can be challenging. The ideal solution involves

Reviewing the Features Released in April 2023

Product Updates

Reviewing the Features Released in April 2023

We hope this April 2023 DigiFi update finds you well and enjoying Spring! In April, we released a major new version of the DigiFi platform which included a brand-new “Testing” mode, an upgraded platform dashboard, major improvements to the decision engine and a lot of other improvements. These updates received