This month’s updates include enhanced task tracking, accelerated pricing calculations, faster refis with lien linking control, and a smoother rate lock and disclosure experience.
Each feature improves speed, precision, and visibility across key workflows, helping originators move from application to close with less friction.
Task badges now display how long each task has been outstanding, overdue, or how long it took to complete.
What it means for you:
Pre-approvals and product runs are now significantly faster, enabling loan officers to structure and compare scenarios with greater speed and responsiveness.
What it means for you:
Loan officers can now link liabilities from the credit report directly to the subject property, even if borrowers missed this step during the application. This makes it easier to identify existing mortgages and accurately structure refinance scenarios.
What it means for you:
Disclosures are now created automatically as a task upon rate lock, streamlining the path to rate lock and reducing wait times for disclosure generation.
What it means for you:
We’ve refined Pylon’s API to improve reliability, clarity, and transparency across key workflows.
Enhanced disclosure tracking: disclosure packages are now displayed in chronological order, and you can view the full history of every disclosure run for better visibility and auditability.
Clearer error handling: Loan officer assignment errors now display specific messages when a license is expired or invalid in a state.
Improved loan collaboration: The new contributor API allows multiple participants such as loan officers, wealth advisors, and real estate agents to work together on a single deal, simplifying data entry and borrower task management.
» Trent discusses the future of mortgage on Chrisman Commentary
» Pylon is going to MBA Annual 2025 in Las Vegas. Stop by booth 1013 and say hello!