DigiFi

DigiFi's latest platform updates are live! Today we released our latest platform update, which featured two enhancements designed to streamline your origination workflows, eliminate repetitive work, and save your team valuable time. Here’s what’s new in the platform today: 🔹 Seamlessly Change the Primary Applicant: You can now promote any co-applicant to be the primary applicant without losing the work you’ve already done. Behind the scenes, borrower and co-borrower variables will automatically swap, intelligent alerts will remind your team to review existing tasks, and portal access is securely updated. 🔹 Faster Table Editing with "Edit Row": Managing complex tables just got a lot easier. Our new dedicated "Edit Row" panel pulls an entire table row into a focused, easy-to-read form view, simplifying data entry and management right where you are already working. Read the full breakdown on our blog! 👇 https://lnkd.in/e7mQ8k8e

We're thrilled to partner with Prism Data to bring their market-leading cash flow analytics to the DigiFi Integration Marketplace! 🚀 DigiFi's customers now have seamless access to Prism's CashScore® and other solutions directly within their existing origination workflows, with no custom integration required. The Prism’s CashScore® delivers an average 30% improvement in predictive performance when combined with traditional credit scores. By leveraging Prism's data and score within DigiFi, lenders can make more confident decisions, increase approval rates, and continue accelerating growth. Check out the announcement from Prism below. 👇

We’re excited to announce the latest updates to DigiFi's platform, which continue our journey to helps originators accelerate growth. These updates focus on making origination smoother, more flexible, and more powerful. Here is a quick breakdown of what’s new in DigiFi: 🔹 Conditional Portal Elements: Create smarter digital lending experiences by dynamically showing or hiding elements based on specific conditions. 🔹 Enhanced Legal Consents: We've added rich text editing for clearer content formatting and the option to seamlessly link to external legal consents. 🔹 New Marketplace Integrations: We’ve expanded our data ecosystem to include financial insights from Prism Data, compliance-focused document automation from DocMagic, and deeper reporting options via CRS Credit API. These features are live and ready to give banks, credit unions, and lenders better UI control, stronger compliance, and additional integration options to deliver seamless experiences to your customers. Read the full breakdown on our blog: https://lnkd.in/gixxCkcP

New Release: Communication & Task Templates! 🚀 We’re excited to introduce Communication Templates and Task Templates, alongside an enhanced visual layout for tasks. These major updates focus on helping teams work faster, reduce duplication, and stay organized as they grow. Here's what’s new: 🔹 Communication Templates: Reusable email and text messages. 🔹 Task Templates: For complex recurring tasks in the lending process. 🔹 Task Split-View: View task details and reference documents side-by-side. 🔹 Task Data Layouts: Validation, formatting, and other options for task data. Read the full breakdown here: 👇 https://lnkd.in/dqiEXB8S

DigiFi's latest release is live! We’re bringing you new ways to streamline applicant onboarding, boost accuracy, and automate your workflows: 🔹 Enhanced AI Agent: Process larger documents faster with upgraded image compression. 🔹 Intermediary Invites: Brokers and dealers can now send direct application links to borrowers for seamless handoffs. 🔹 Global Address Search: An upgraded Google Places integration for highly accurate, multi-region address handling. Read the full breakdown on our blog: https://lnkd.in/eH67jacw

Exciting news! 📣 PandaDoc e-signatures are now available in the DigiFi platform. Our shared goal is simple: help teams move faster by removing manual, paper-based processes. Lenders can now choose PandaDoc as their e-signature provider directly from DigiFi's marketplace, allowing for seamless document automation from loan agreements to disclosures. Read our latest blog to learn more about how this partnership can be leveraged to drive better experiences for your lending and deposit account applicants: https://lnkd.in/dZuvWAGg

Over the past few weeks, we’ve rolled out several updates focused on helping teams scale faster, automate more, and work seamlessly every day. Here’s what’s new: 🔹 Autonomous AI Agent: AI Agents can now run tasks automatically, without in-session confirmations required. This enables smoother, end-to-end automation while maintaining full transparency. 🔹 Dynamic HTML Document Generation: You can now create documents using HTML-based templates, giving you greater flexibility over layout, styling, and dynamic data. 🔹 Files Multi Upload: Upload multiple files at once, track progress, and continue working while uploads run in the background. Explore these features at https://blog.digifi.io/ and please get in touch with any questions!

DigiFi Platform Updates: Champion-Challenger to Improve Decisioning (and more!) We’ve rolled out exciting new capabilities to help lenders, banks and credit unions optimize their automated decisioning, stay compliant, and work faster within DigiFi. 🔹 Champion–Challenger Testing: A/B Testing and Shadow Testing to experiment with confidence. 🔹 Enhanced Table Workflows: Faster filtering, sorting, and analysis for structured data. 🔹 LexisNexis Bridger Integration: Built-in sanctions screening and financial crime intelligence. From experimentation to compliance, this release helps origination teams move faster, without sacrificing control. Read the full update here: https://lnkd.in/dcmGvyRJ

New in DigiFi’s Marketplace: Expanded Integrations & Real-Time Data Access Our integration marketplace continues to expand! We’re introducing new partners, deeper integrations, and enhanced capabilities across core banking, data infrastructure, and financial connectivity tools. With this release, DigiFi's digital origination platform now offers: 🔹 Quiltt real-time banking data, enabling secure access to balances and transactions directly during the application process. 🔹 Jack Henry core banking & loan servicing integrations, facilitating end-to-end account, loan, and application management. 🔹 Enhanced Plaid + Prism Data access for expanded financial insights that enrich credit and risk assessments. 🔹 Gestalt integration for unified data warehousing, reporting and advanced analytics. These integrations are designed to support modern lending and automated workflows, and we’re excited to help our customers enhance their origination processes with the products these companies offer. 👉 Explore the full details in our blog: https://lnkd.in/dex2uTUY

Happy Holidays from all of us at DigiFi! 🎄✨ As the year comes to a close, we want to thank our customers, partners, and teammates for your trust, collaboration, and support throughout 2025. Wishing you a joyful holiday season and a healthy, successful year ahead! - DigiFi Team