New in DigiFi: More Ways to Organize, Find and Verify - for More Efficient Loan Origination

We're always impressed by how our customers creatively use labels to organize tasks, tag documents, add clarity to applications and much more. Labels might be small, but they’re mighty when it comes to keeping everything on track - and you’ve told us just how valuable they are. So we listened, and built more ways to make labels work even harder for you.

Over the past few weeks, we’ve rolled out several updates based on your feedback, including a new "Get Labels" API method and new automation options for task labels. We’re now excited to introduce the next wave of enhancements in the labeling experience and some other exciting updates.

Better and Faster Label Visibility

We’ve made labels easier to see, filter and use in your everyday views. Now, full label names are visible in the table view and if you assign lots of them, seeing them all is just a hover away!

This improvement has been added across:

• Applications Table
• Tasks Table
• Documents Table

Brand-New Documents View

Finding the right document just got faster and more intuitive with the brand-new tiles view in the Application Documents section.

• Previews for image and PDF files – Visually scan documents at a glance.
• Filter by labels – Zoom in on exactly what you need by filtering with your custom labels.

Whether you're managing a few key files or navigating dozens of documents, the new view helps you get there faster, with less clicking and more clarity.

Manage Document Labels Automatically

We’re introducing a new Automation Builder Action: Assign Document Labels

With this new action, you can now:

• Assign a specific label to a document
• Unassign all labels from a document
• Unassign a specific label from a document
• Unassign all and assign new labels to a document in one go

This gives you full control to keep your documents up-to-date and well-organized – without manual work.

New Integrations in DigiFi’s Marketplace: IDology

We’re also excited to expand our Marketplace with new integrations to make identity verification easier and more powerful.

Now available:

• IDology ExpectID
• IDology ExpectID Email
• IDology ExpectID Mobile

These integrations give you additional ways to verify customers and strengthen your onboarding and compliance processes.

We’re continuing to explore new ways to enhance the DigiFi platform based on your suggestions. Got feedback or a feature you’d love to see? We’re all ears - drop us a note!