Open house follow-through
Create a private visitor link, a printable QR sign, an approved flyer, and editable follow-up materials—without automatic messages being sent.
New tools and improvements that help loan officers and Realtors prepare clear client conversations, organize deal work, and move faster inside LoanSide.
The Realtor Tools workspace now brings the newest workflows together in clear groups. Each tool starts with the details you enter, produces an editable draft or organized plan, and keeps the final review with the Realtor.
Create a private visitor link, a printable QR sign, an approved flyer, and editable follow-up materials—without automatic messages being sent.
Turn verified listing details into launch copy, a preparation checklist, factual activity reporting, and a working seller-proceeds estimate.
Prepare a tour, capture a buyer’s priorities, compare properties or offers, and keep decision notes organized without declaring a universal winner.
Many of the latest Realtor workflows can save drafts to the signed-in LoanSide account, so work can be reopened across devices when account saving is available.
The homepage search description now leads with LoanSide’s all-in-one toolbox for mortgage loan officers.
Settings now confirms when a reset email is being sent and explains the next steps for choosing a new password.
The Mortgage Payoff tool now confirms when its print options are opening and explains how to save the illustration as a PDF.
Buying Power and Mortgage Payoff are now available directly from the dashboard for faster borrower conversations.
Visitors using Turbo DPA without an account can now start a free trial or sign in directly from the program finder.
Repeated taps no longer interrupt the DPA results window, and Close is now available at both the top and bottom of the list.
State and County choices now confirm each selection immediately and explain when the Florida county list is available.
The homepage now ends with a choice to start the 14-day trial or watch the Marketplace Turbo walkthrough first.
The homepage now lets visitors watch the one-minute Marketplace Turbo walkthrough before installing the extension.
Turbo DPA now offers a prefilled county-entry request when a selected Florida county does not yet have a local program listed.
The Marketplace Turbo setup guide now includes a direct Chrome Web Store link in its first-use checklist.
Florida counties with a local Turbo DPA program entry are now marked directly in the county menu.
Turbo DPA now clearly identifies statewide-only results when a selected Florida county has no local program entry yet.
The Loan Officer overview now explains official-source DPA lists and opens the finder directly.
The Tools catalog now explains Turbo DPA’s statewide coverage, Florida county option, and official-source program names.
The product tour now makes clear that Turbo DPA program names come from official state or county sources.
The Pricing hero now offers a direct product-tour link alongside the free-trial action.
The pricing page now ends with a clear choice to start the 14-day trial or view a real client comparison first.
The Turbo DPA section of the product tour now opens the live finder, matching the other product examples.
The product tour now states the 14-day, no-card trial right next to its final action, with a dedicated Turbo DPA trial link.
Turbo DPA now shows how many program names are in each selected client-ready list.
The Loan Officer Tools workspace now clearly explains that Turbo DPA includes statewide program lists across all 50 states, with Florida county programs where listed.
Each client-ready DPA list now includes a direct link to its official state or county source for a quick final check.
The signup screen’s sample shortcut now opens LoanSide’s polished public comparison example.
Visitors can now start a free trial or check pricing from the top of the public comparison example.
The public loan-comparison example now explains that a 14-day trial does not require a card before visitors start their own workflow.
The pricing page now includes a confirmed loan-officer quote and a direct path to inspect a real LoanSide comparison.
The pricing section now makes LoanSide’s real, automatically updated early-access count easier to spot.
The homepage feedback section now introduces LoanSide’s founder and links directly to the story behind the product.
The homepage no longer shows a stale number if the live early-access count cannot load; the real count still updates automatically when available.
Each customer quote now links directly to the relevant LoanSide example or Marketplace Turbo installation page.
Customer quotes now clearly indicate that the featured names, roles, and companies were shared with permission.
LoanSide now sends page and click activity immediately, helping keep analytics complete when visitors move quickly between pages.
The homepage product preview now opens a real client comparison example, so visitors can inspect the output before starting a trial.
The About page now introduces the person behind LoanSide with a real founder photo, a clear reason for building the product, and a direct LinkedIn connection.
The public Realtor overview now gives visitors a clear look at the open-house workflow before they begin a trial.
The comparison and open-house examples now give visitors a clear path to start a trial or browse every LoanSide workflow example.
The public Loan Officer overview now shows the simple state, county, and client-ready-message flow behind Turbo DPA.
The pre-approval example now gives visitors a clear path to start a trial or browse all LoanSide workflow examples.
What’s New now reserves the Latest badge for the newest update and labels earlier entries as released.
The pricing page now explains the first 14 days in three straightforward steps: start, use a real workflow, then decide.
The public product tour now shows how Turbo DPA turns a state search into a clean, client-ready program-name list.
The public Tools page now helps Loan Officers and Realtors narrow the catalog to their own workflows with one clear choice.
The Loan Officer Tools workspace now gives six clear starting points for common borrower conversations, from buying power to refinancing.
The public Tools page now highlights Turbo DPA, making the state and county program finder easier to find.
Turbo DPA can now copy a clear state or county program message with the official source and verification reminder included.
Refinance Break-Even can now copy the payment change, entered costs, cash-out, and estimated break-even for a borrower conversation.
Seller Credit Optimizer can now copy the three separate credit paths and their key assumptions for a borrower conversation.
Affordability / Buying Power can now copy a plain-language estimate with the purchase price, payment, and assumptions reviewed.
Cash-to-Close Calculator can now copy a clear borrower message with entered costs, credits, and the estimated funds needed.
Extra Payment / Mortgage Payoff now compares several monthly principal amounts at once and lets you load any option into the illustration.
Loan officers can now copy a short, plain-language payoff note for a client after reviewing an illustration.
Extra Payment / Mortgage Payoff now explains the cash-access, return-risk, and future-lump-sum tradeoffs behind each illustrated option.
Loan officers can now copy a clear payoff-options summary, including assumptions and the required hypothetical-return disclosure.
Extra Payment / Mortgage Payoff now includes one-tap $500, $1,000, $1,500, and $2,000 monthly-principal scenarios.
The payoff tool now compares extra principal with a hypothetical save/invest path, including a crossover point, chart, milestones, and future lump-sum illustration.
Client-facing comparisons now scroll cleanly on smaller screens and show borrowers how to view every option.
LoanSide’s client-comparison example now shows borrowers how to swipe sideways to see every loan option on a smaller screen.
On phones and smaller tablets, LoanSide’s public header now keeps the brand, sign-in path, and free-trial button together on one clear row.
After requesting a password-reset email, LoanSide now keeps a clear inbox reminder on the sign-in page and makes it easy to resend the link.
The free-trial sign-up page now follows your selected color mode, including its form, pricing details, and trust notes.
The sign-in page now matches LoanSide’s dark-blue design with a clearer, more focused sign-in card.
The homepage now shows a real Turbo DPA program-list preview, including Florida Hometown Heroes, with a direct path into the finder.
Signed-in LoanSide pages now keep navigation compact and swipeable on smaller screens instead of wrapping it into crowded rows.
The About page now gives the founder panel more visual depth and makes the LoanSide origin story easier to read.
The price card now makes it immediately clear that the trial includes full access and does not require a card to start.
The Realtor Tools workspace now highlights common starting points for open houses, seller updates, and buyer planning.
The Loan Officer Tools workspace now highlights the three most common starting points: compare options, prepare a letter, or find DPA programs.
The homepage now gives visitors direct access to real comparison, pre-approval, and open-house examples before they start a trial.
LoanSide’s homepage now clearly presents the workspace as one toolbox for comparisons, pre-approvals, DPA programs, Realtor workflows, and AI-assisted drafts.
The homepage now uses brief, reduced-motion-aware transitions that make the product view and next steps feel more polished.
The homepage now gives its real LoanSide comparison and its two next steps a more polished, easier-to-scan presentation.
Buttons and cards now share a more consistent shape, spacing, focus state, and visual depth throughout LoanSide.
The dashboard now has a clearer starting point, calmer spacing, and consistent workspace cards so the next step is easier to find.
Your saved color preference now follows you through the dashboard, tools, client pages, and public site pages.
The Marketplace Turbo screen now links directly to its Chrome Web Store listing and includes simple install and LoanSide sign-in instructions.
Turbo DPA now guides loan officers through state, an optional county, and a client-ready list. The primary action names the selected location before opening its program list.
The Marketplace Turbo playbook now describes the LoanSide workflow in its own terms and no longer references outside products.
Password-reset emails now open a dedicated page where you choose and confirm a new password. LoanSide no longer reports a password change before you enter one.
Turbo DPA now includes verified statewide program lists for all 50 states. Loan officers can select a state, open a clean program-name list, copy it into a client conversation, and check the linked official source. Florida now also includes verified county programs for Alachua, Baker, Bay, Bradford, Miami-Dade, Broward, Brevard, Charlotte, Clay, Collier, Columbia, DeSoto, Duval, Flagler, Gadsden, Gilchrist, Glades, Gulf, Hamilton, Hardee, Hendry, Hernando, Hillsborough, Indian River, Jackson, Lake, Lee, Leon, Levy, Madison, Manatee, Martin, Nassau, Okeechobee, Palm Beach, Pasco, Pinellas, Polk, Santa Rosa, Sarasota, Seminole, St. Lucie, Suwannee, Taylor, Union, and Walton.
LoanSide now records a subscription start only after Stripe confirms it, including the monthly or annual billing choice. This keeps conversion reporting tied to real payment events.
LoanSide now records completed trial sign-ups in its product analytics, helping the team measure real account starts without treating ordinary page visits as conversions.
Visitors who are not ready to start today can now choose to receive LoanSide pricing and product updates. The form asks for an email only with clear consent and does not collect borrower information.
The first section of the About and Pricing pages now offers direct actions to start the free trial or sign in, so visitors can move forward without hunting for the next step.
LoanSide Pro now offers a $99 annual option alongside the $9.99 monthly plan. Annual billing saves $20.88 each year, with the same 14-day free trial and no long-term contract.
The pricing section now shows a privacy-safe count of active and trialing early-access mortgage professionals. It updates automatically as the count changes.
New LoanSide vs MLO Engine and LoanSide vs Mortgage Coach pages make it easier to compare pricing visibility, client-ready comparisons, and workflow fit. The site also now includes clearer payment handling, FAQ search data, a mobile-sized product preview, and an AI-readable product guide.
LoanSide now includes structured search data for the software, pricing, founder page, and visible pricing questions to help search engines understand the site.
A dedicated Pricing page now explains the 14-day trial, the $9.99 monthly plan, included tools, and common questions before signup.
A new About page explains why LoanSide was built, the product standards behind it, and how to connect with founder Raymond Rivera on LinkedIn.
The homepage now includes approved quotes from three LoanSide users about creating clear comparisons and preparing Marketplace listings without spreadsheet-email or manual copy-paste work.
The homepage and social sharing preview now show an actual LoanSide comparison with Conventional, FHA, and VA scenarios side by side.
The homepage now shows a privacy-safe count of active and trialing LoanSide accounts without exposing names, contact details, or borrower information.
The homepage now offers a client example, clearer pricing context, answers on calculations and data handling, a visible Chrome Web Store signal, and improved search discovery files.
When both an account-saved plan and device backup exist, Past Client Follow-Up now restores the newer version to protect recent local edits.
Past Client Follow-Up now creates a device-only backup while plan details are edited.
Users can now remove only the Past Client Follow-Up backup stored on the current device, without changing any private account-saved plan.
Users can now remove their private account-saved follow-up plan and its device backup after a clear confirmation step.
Completed Past Client Follow-Up plans can now be downloaded as plain-text files for review and handoff.
Past Client Follow-Up now labels its private account action as Update My Account when an account-saved plan already exists.
Showing Feedback entries can now be sorted by date before the seller summary is created, keeping the report in a clear chronological order.
Users can now remove their private account-saved Showing Feedback draft and its device backup after a clear confirmation step.
Users can now remove only the Showing Feedback backup stored on the current device, without changing any private account-saved draft.
Showing Feedback now creates a device-only backup while entries are edited and restores it when it is newer than the private account version.
Completed seller-facing Showing Feedback summaries can now be downloaded as plain-text files for review and handoff.
Showing Feedback now labels its private account action as Update My Account when an account draft already exists.
Comparison-based Marketing Kits now offer a clear one-click way to copy their connected LoanSide link alongside the QR workflow action.
Marketing Studio now points comparison-based kits to the existing QR workflow instead of implying printable QR destinations are still a future feature.
Marketing Studio can now download all generated, editable channel copy together as a plain-text file for review and handoff.
Marketing Studio now labels its account action as Update My Account when a private draft already exists, and returns to Save to My Account after that draft is removed.
Rebuilding a Marketing Studio kit now refreshes its device-only backup immediately, protecting updated copy before the account save.
After rebuilding, Marketing Studio now confirms that copy is updated and reminds users to save the refreshed kit when they are ready.
After campaign setup changes, Marketing Studio now changes the main action to Rebuild Marketing Kit so the next step is explicit.
When setup changes make generated copy outdated, Marketing Studio now clearly tells users to rebuild the kit for updated copy.
Changing a saved kit’s setup now prevents older generated copy from being restored or saved into the new campaign.
Marketing Studio now clearly identifies a new, unsaved kit and shows the same sample-draft state in local previews.
When a newer device backup is restored, Marketing Studio now explains that saving it to the account keeps that version available across devices.
When both an account draft and device backup exist, Marketing Studio now restores the newer version to protect recent local edits.
Editing generated Marketing Studio copy now updates the unsaved-change status and device-only backup automatically.
Marketing Studio drafts now preserve manual edits to generated social, email, text, and other copy when the saved kit is created again.
Marketing Studio now announces account-save, restore, and device-backup status changes to screen readers.
Marketing Studio now clearly identifies account saves, account-restored drafts, and device-only drafts awaiting account save.
Users can now remove their private account-saved Marketing Studio draft and its device backup after a clear confirmation step.
Users can now remove only the Marketing Studio backup stored on the current device, without changing any private account-saved draft.
Marketing Studio now keeps a device-only backup during editing, while the account save remains the private option for restoring work across devices.
Marketing Studio now shows when current work has unsaved changes, while local previews clearly state that their sample edits are not saved.
Marketing Studio work can now be saved privately to a signed-in account and restored later, with a same-device fallback when account saving is unavailable.
Marketing Studio now announces changing readiness and remaining-check status to screen readers, including when the kit is ready to create.
Marketing Studio now shows how many required co-branding checks remain, or confirms when the kit is ready to create.
Marketing Studio now clearly confirms when all required co-branding checks are complete and the kit is ready to create.
When required co-branding details are incomplete, the Marketing Studio kit button now names the exact next step instead of relying only on a hover message.
The Marketing Studio kit button now stays unavailable until required partner attribution, permission, and campaign approval steps are complete.
When campaign approval is the remaining step, the Marketing Studio readiness summary now takes users directly to the confirmation checkbox.
When a partner attribution detail or recorded permission needs attention, the Marketing Studio readiness summary now links directly to that partner profile.
Marketing Studio now brings campaign source, partner attribution, portrait, permission, and approval status together in one plain-language summary before kit creation.
Returning from a selected partner profile now restores the original campaign source and focus in Marketing Studio, along with the selected Realtor.
Partner profiles opened from Marketing Studio now clearly offer a return action after review, while keeping the selected Realtor attached.
Marketing Studio now pauses co-branded kit creation when a selected partner is missing a name or brokerage and directs users to complete the profile.
Marketing Studio now checks whether the selected partner has both a name and brokerage recorded before co-branded material is prepared.
Marketing Studio now links directly to the selected partner profile, which opens with that Realtor already selected for quick review before a kit is created.
Co-branded flyer previews now update their portrait label when an image cannot load and initials are shown instead.
Partner profiles now say when an image cannot load and initials are being used instead, helping users catch a broken portrait before a kit is created.
Partner profiles now explicitly show when initials will be used because no image has been selected.
Partner profiles now explain invalid or non-secure image links as they are entered, before a user tries to save.
Partner profile image links must now use HTTPS before they can be saved, helping keep co-branded portrait previews reliable and secure.
Switching from a private partner photo to an approved image link now removes the earlier private file only after the profile update succeeds.
Replacing a private partner photo with a new image format now removes the older private file after the new profile photo saves successfully.
Co-branded flyer previews now label whether the partner portrait is a private upload, an approved image link, or initials before printing or saving.
Marketing Studio now identifies the selected partner portrait source before a kit is created and supports both private uploads and approved image links in flyer previews.
Partner profiles now clearly identify whether co-branded material will use a private account upload, a standard image link, or initials.
Account owners can now remove an uploaded Realtor profile photo from private storage and clear it from the saved partner profile.
Printable co-branded flyers can now show the selected Realtor’s private profile photo without exposing the original storage file publicly.
Realtor profile photos can now be uploaded privately to the account, with owner-only access, image-type checks, and a 5 MB size limit.
Marketing Studio now clearly shows that linked comparisons can continue into the existing QR workflow.
Marketing Studio now checks a selected partner’s recorded marketing permission and asks for campaign approval when it is required.
Start a Marketing Studio kit directly from a selected Realtor partner, with their approved profile details carried into co-branded drafts and flyers.
Realtor partner details now use the matching account values for marketing permission and save privately to the signed-in LoanSide account.
Reset QR now also removes property details from the page address, so they do not return after a refresh.
The QR Builder can now clear the current property details and output to start a new destination cleanly.
The QR Builder now shows copy and print actions only after a destination is ready.
The QR Builder now shows Preview page only after a destination is ready.
The QR Builder now confirms when a destination link is copied and provides a manual-copy fallback if needed.
The QR Builder now confirms the property context when a QR destination is ready to review.
The QR Builder now creates a property QR destination automatically when comparison details are carried into it.
The QR Builder now keeps the selected comparison context and returns to its QR workflow.
The QR workflow can now return to the corresponding comparison-based Marketing Kit.
Marketing Studio’s local preview now continues into a QR workflow with neutral sample comparison details prefilled.
Marketing kits based on saved comparisons can now open the QR workflow with that comparison already selected.
Dashboard now clarifies that Recent work is stored only in the current browser.
Recent work now clearly indicates that it stays in the current browser and cannot be copied as a shareable view.
Saved Comparisons can now clear this browser’s recent-work history without changing saved comparisons.
Saved Comparisons now shows the time as well as the day for work opened today or yesterday.
Dashboard now shows when a visible comparison was opened recently.
Dashboard now links directly to the saved-comparison view filtered to work opened recently.
Saved Comparisons now includes a one-click view that shows only comparisons opened recently.
Saved comparisons now show when they were opened recently, making active work easier to spot.
Opening a saved comparison now updates Dashboard’s Continue link, even when the comparison was opened directly.
The Close client tools control now appears only while a client-tools menu is open, keeping the dashboard header focused.
Dashboard now includes a Close client tools control that collapses expanded client-tool menus and clears their session-only open state.
Expanded client-tools menus now stay open during the current dashboard visit.
Dashboard activity cards now keep common actions visible and group additional client tools into a compact menu.
Dashboard comparisons with activity needing review now link directly to a pre-sharing readiness review.
Dashboard comparisons with activity needing review now include a direct link to an editable client summary for that comparison.
Dashboard comparisons with activity needing review now include a direct link to a private meeting guide for that comparison.
Dashboard comparisons with activity needing review now include a direct link to private notes for that saved comparison.
Dashboard actions now provide clear visual and accessible feedback after copying a client link or marking activity reviewed.
Recent comparison actions now wrap cleanly on small screens, keeping dashboard controls easy to read and tap.
Dashboard cards with unreviewed activity can now clear that private review reminder directly, without changing client access.
Within dashboard attention items, revoked and expired links now appear before activity review and soon-to-expire access.
Recent dashboard comparisons now show activity and client-link attention before ordinary recent work, while keeping pins useful.
Dashboard cards for client links nearing expiration now show the remaining days, making the urgency clear before opening a record.
Client-link caution styling now appears only for access that ends within 30 days, keeping long-term scheduled links calm and clear.
Dashboard link and activity alerts now count only active saved comparisons, matching the items shown by their review links.
Recent comparisons with activity needing review now offer a direct path to prepare a private client follow-up draft.
Recent dashboard comparisons with unreviewed activity now link directly to the matching private activity queue.
Active recent comparison cards now provide a direct Copy client link action without reopening the comparison editor.
Recent comparisons with active client links now offer a direct way to open the client-facing view from the dashboard.
Recent dashboard comparisons with link access that needs attention now include a direct shortcut to their private link settings.
Recent dashboard comparison cards now identify saved work with recorded activity that still needs review.
Recent comparison cards on the dashboard now show whether their client link is active, expiring, expired, or revoked.
The dashboard can now link directly back to the last saved comparison opened on this device.
Dashboard client-link review now includes revoked, expired, and soon-to-expire links, with a direct link to the matching list.
The dashboard now shows the number of saved comparisons with recorded activity that still needs a private review.
Comparisons with unreviewed activity now show a direct private follow-up shortcut in the saved-comparison list.
Links that remain active but are scheduled to expire now use a caution color, making upcoming access changes easier to spot.
Saved Comparisons can now sort client links by access urgency, placing revoked, expired, and expiring links before active ones.
Saved Comparisons can now group expired and revoked client links into one unavailable-access review list.
Saved Comparisons now shows how many days remain before a scheduled client link expires, alongside its end date.
Saved Comparisons can now be sorted by the items opened most recently on this device, helping you resume in-progress work.
Pinned comparisons now display a clear Pinned label directly in the saved-comparison list, making priority work easier to spot.
When filters hide part of a bulk selection, Saved Comparisons now shows how many selected items remain visible in the current view.
The bulk-selection control now changes to Deselect visible after it selects the current list, making a group selection easy to undo.
In selection mode, mark recorded activity reviewed for multiple saved comparisons at once without changing client-link settings.
Saved Comparisons now offers a direct link back to the last saved comparison you opened on this device.
Saved Comparisons now shows the count of active, archived, and total saved work, with one-click shortcuts to each group.
When Saved Comparisons has no matches, a Clear filters button now returns you to the normal active-comparisons list in one step.
Saved Comparisons now explains the number of results and the filters or sorting choices shaping the current view.
Saved Comparisons now shows every active filter as a simple label that can be removed one at a time without clearing the rest.
An expandable plain-English guide now explains client links, activity review, pins, and archive status in the saved library.
Saved Comparisons keeps common sharing actions visible and groups the remaining client-workflow and organization tools clearly.
A Review card now shows how many saved comparisons have recorded activity that still needs an internal acknowledgement.
Filter Saved Comparisons to only recorded interactions that still need an internal review acknowledgement.
Mark recorded comparison activity as reviewed in the saved library, without affecting a client link or client-facing content.
Search Saved Comparisons by tag as well as by comparison name and client label to find related work faster.
Saved Comparisons keeps type, status, tag, activity, sort, and pinned settings synchronized to a compact search-free URL.
Copy a Saved Comparisons view link with its filters and sort preserved, while keeping search text out of the shared URL.
In bulk-selection mode, select every comparison in the current filtered library view with one action.
Remove one chosen tag from selected comparisons at once while retaining every other tag and saved comparison setting.
Restore several archived comparisons together after confirmation, while preserving every current client-link access setting.
Archive several selected comparisons together after a clear confirmation that their client-link settings remain unchanged.
Add one short tag to multiple selected comparisons at once while preserving every existing tag and library setting.
Select multiple saved comparisons and pin or unpin them together for faster, reversible workspace organization.
The Saved Comparisons status row now shows the number of items with recorded activity and opens that filtered view in one click.
Filter Saved Comparisons to focus only on items with recorded client interaction before reviewing the next human follow-up.
Saved Comparisons can now be sorted by newest recorded client activity to help prioritize a timely human review.
Saved Comparisons now surfaces a compact recorded-interaction count and latest activity date for comparisons with activity.
Open activity for one saved comparison from the library and carry that focused context into the private follow-up planner.
Prepare a human-reviewed client follow-up from Saved Comparisons with the right comparison selected and observed activity in view.
Open the readiness review from Saved Comparisons with the selected comparison already loaded for a focused pre-sharing check.
Start an editable, neutral client recap from Saved Comparisons with the selected comparison and its options already loaded.
Open an editable meeting guide from Saved Comparisons with the selected comparison and its options already prepared for review.
Start a private follow-up checklist from Saved Comparisons with the right comparison already selected and the checklist ready to edit.
Open private notes directly from Saved Comparisons. The selected comparison is already loaded, so meeting reminders stay with the work they support.
Add up to five short tags to each saved comparison, then filter the library by a tag to bring related scenarios into focus.
Saved Comparisons now offers a Reset view control whenever a filter, search, pinned-only setting, or sort differs from the default, clearing the saved preference and URL filters together.
Saved Comparisons now remembers your search, filters, pinned-only setting, and sort choice after a refresh. Direct dashboard links still open their intended filtered view.
The dashboard now links to a persistent Pinned only view in Saved Comparisons that can be combined with search, archive, comparison-type, and client-link filters.
Active pinned comparisons now appear before ordinary recent work on the dashboard and carry a clear Pinned badge. Archived records remain outside the recent list.
Saved comparisons can now be pinned and unpinned, with a Pinned first sorting option for keeping priority scenarios easy to find.
Restoring an unavailable archived comparison now offers a choice between preserving its current link state or restoring it with a reactivated client link and cleared stale expiration.
Comparisons with available client links can now be archived and revoked in one confirmed action. Already unavailable links keep the simpler archive workflow.
LoanSide now explains how archiving affects the selected client link before moving a comparison out of the active library, with a direct option to manage link access first.
Saved comparisons can now be archived for reversible cleanup and restored later. Active, archived, and combined library views keep older work organized without requiring permanent deletion.
Revoking a client link now requires explicit confirmation and explains that the public comparison will stop loading while the saved comparison remains available for later reactivation.
Link Access now provides direct open, copy, and return actions. Open and copy are automatically disabled whenever a client link is revoked or expired.
Client link access settings now offer 7-, 30-, and 90-day expiration choices plus a no-expiration option, while preserving the custom date control.
Manage link actions now open the selected comparison’s access settings automatically, including its current expiration and active or revoked status.
Dashboard link-review alerts now open Saved Comparisons with a persistent Needs attention filter containing expired and soon-to-expire client links.
The dashboard now highlights active client links that have expired or will expire within 30 days, with a direct path to review them.
Saved Comparisons now shows totals for active, scheduled, expired, and revoked client links. Each total doubles as a one-click filter for a faster access review.
Saved Comparisons can now be sorted by the soonest client-link expiration date, with undated links placed afterward for faster access reviews.
Active client-ready comparisons can now be opened directly from the Saved Comparisons library for a final review before sharing. Revoked and expired views remain unavailable.
Saved Comparisons can now be filtered by active, scheduled-to-expire, expired, or revoked client links, making access reviews faster as the comparison library grows.
Saved Comparisons now identifies active, scheduled-to-expire, expired, and revoked client links. Unavailable links cannot be copied, and access settings are available from each comparison.
Saved Comparisons now includes a direct Copy client link action, removing the need to reopen a comparison before sharing its client-ready view.
Comparison titles can now be corrected directly from the Saved Comparisons library without reopening the full comparison workspace.
Loan officers can now remove stale or test comparisons from the Saved Comparisons library after reviewing a clear permanent-deletion warning.
The mobile homepage header now keeps a clear Log In button beside Start Free Trial, so returning LoanSide users can reach their account without navigating through the page.
Each tracked property can now open an outreach path for its assigned Realtor. Choose what happened, review an editable suggested response, copy it yourself, and save the next touch to the private Partner Follow-Up Planner. The refreshed first-outreach template uses a buyer-demand angle while keeping all names, company details, and property information as editable placeholders.
Start with an all-in monthly payment budget to estimate purchase price, loan amount, P&I, taxes, insurance, HOA, mortgage insurance, down payment, lender/title/recording costs, initial escrow, and estimated cash to close. Selecting a state applies a Census-based effective property-tax starting point; local title and settlement estimates remain editable.
The comparison workspace now clearly shows whether a record is not saved yet, has unsaved changes, is saved, or is an unsaved duplicate.
The saved-comparisons library can now be ordered by the most recently updated record or by name, alongside its existing search and comparison-type filter.
Saved Comparisons now includes a Duplicate as new action. A copy opens with the same assumptions and a new title, while the original saved comparison remains unchanged.
The templates page now offers a clear blank-comparison option, better selection guidance, consistent card actions, and direct access to saved comparisons while preserving its review reminder.
The comparison start screen now links directly to the existing strategy templates, helping users begin from a common structure before entering verified loan details.
Dashboard and Loan Officer Tools now include a direct Saved link, keeping the comparison library within reach from the main signed-in workspaces.
The comparison workspace now includes a Saved link in its navigation, so users can return to their comparison library without first opening the dashboard.
A new private Saved Comparisons page now lets users search and filter their saved records by name, client label, and comparison type, then reopen one directly. The dashboard now links to the full library.
Recent Comparisons now identifies each saved record as a property comparison or a loan-strategy comparison before it is opened.
The comparison workspace now labels the saved-record name clearly and explains that it appears in the dashboard’s Recent Comparisons list, making saved work easier to recognize later.
Signed-in users can now reopen up to three recently updated saved comparisons directly from the dashboard, with the title, client label, and most recent update date shown at a glance.
The comparison workspace now explains the two available paths before setup: compare several properties or compare loan strategies for one property. Each path keeps the focus on clear tradeoffs—not a universally best option.
Signed-in users can now search common Loan Officer and Realtor workflows directly from the dashboard, including comparisons, open-house tools, buyer planning, listing work, and refinance analysis.
The private dashboard now gives new members three practical first steps: create a comparison, choose a Loan Officer or Realtor workspace, and complete their branded profile.
The three generic workflow examples are now available together in a public Product Tour, so visitors can see the comparison, pre-approval, and open-house experiences in one place.
A generic public example now explains the reviewed pre-approval letter workflow, including live review, approved delivery options, and the need to verify all terms and disclosures before use.
A generic public example now shows the Realtor open-house flow from a private visitor link and printable QR sign through editable follow-through planning, without real property or contact information.
Visitors can now view a generic, clearly labeled illustration of the client-ready comparison layout before starting a trial. It contains no personal information and is not a quote or Loan Estimate.
The public Tools catalog now includes a quick finder for terms such as open house, refinance, and buyer, alongside Loan Officer and Realtor filters.
Visitors can now browse a concise public catalog of Loan Officer and Realtor workflows, filter by audience, and open the detailed product overviews before starting a trial.
A new public page outlines LoanSide’s core loan officer workspace: branded comparisons, pre-approval letters, affordability and cash-to-close planning, refinance and seller-credit illustrations, and borrower follow-through tools.
A new public overview page explains the 23-tool Realtor workspace before sign-up, including practical workflows for open houses, listings, sellers, buyers, transactions, and past-client care.
The LoanSide homepage now explains the full workspace more clearly, including loan officer comparisons and pre-approval workflows, Realtor tools for listings, buyers, sellers, and open houses, marketing workflows, and private saved work where available.
Seller Net Sheet drafts can now be saved privately to the signed-in LoanSide account and reopened across devices, with a same-device fallback if account saving is temporarily unavailable.
Buyer Property Scorecard drafts can now be saved privately to the signed-in LoanSide account and reopened across devices, with a same-device fallback if account saving is temporarily unavailable.
Buyer Tour Planner drafts can now be saved privately to the signed-in LoanSide account and reopened across devices, with a same-device fallback if account saving is temporarily unavailable.
Listing Content Kit drafts can now be saved privately to the signed-in LoanSide account and reopened across devices, with a same-device fallback if account saving is temporarily unavailable.
Open House QR Sign drafts can now be saved privately to the signed-in LoanSide account and reopened across devices, with a same-device fallback if account saving is temporarily unavailable.
Open House Lead Capture now keeps recent event links in a private Saved Open Houses area, so signed-in users can reopen or copy earlier visitor forms without recreating them.
Listing Activity Report drafts can now be saved privately to the signed-in LoanSide account and reopened across devices, with a same-device fallback if account saving is temporarily unavailable.
Past Client Follow-Up Planner drafts can now be saved privately to the signed-in LoanSide account and reopened across devices, with a same-device fallback if account saving is temporarily unavailable.
Closing Handoff Kit drafts can now be saved privately to the signed-in LoanSide account and reopened across devices, with a same-device fallback if account saving is temporarily unavailable.
Transaction Timeline Planner drafts can now be saved privately to the signed-in LoanSide account and reopened across devices, with a same-device fallback if account saving is temporarily unavailable.
Buyer Consultation Planner drafts can now be saved privately to the signed-in LoanSide account and reopened across devices, with a same-device fallback if account saving is temporarily unavailable.
Listing Launch Checklist drafts can now be saved privately to the signed-in LoanSide account and reopened across devices, with a same-device fallback if account saving is temporarily unavailable.
Showing Feedback drafts can now be saved privately to the signed-in LoanSide account and reopened on another device, with a same-device fallback if account saving is temporarily unavailable.
Realtor tools are now grouped by workflow, searchable, labeled Available, and easier to open with larger mouse and keyboard targets. This quality pass also improves page descriptions, footers, authentication consistency, form labels, fair-housing guidance, and printed offer comparisons.
Compare a current mortgage with a proposed refinance, including monthly principal-and-interest changes, transaction costs, cash-out shown separately, estimated cost-recovery timing, and a five-year payment view.
Seller-credit strategies now use a clearer guided comparison for eligible closing costs, permanent rate buydowns, and 2-1 temporary buydowns, with shortfalls and unused credit shown separately.
Create buyer-first social, email, or Marketplace copy that directs financing conversations to the loan officer, credits the listing agent, and holds the draft until listing permission is confirmed.
Prepare QR-sign wording, buyer follow-up, a Realtor-ready promotion blurb, and a coordination checklist while keeping financing and property responsibilities clear.
The private loan-officer workspace now uses a clearer three-step flow, searchable saved partner and listing records, and faster links into the next partnership action.
Plan private Realtor follow-ups with optional listing context, overdue and completed views, search and status filters, and direct access to the follow-up message-writing tool.
Carry partner, listing, and purpose details directly from the planner into an editable text-message draft, with multiple follow-up types and warm, direct, or professional tone options.
Organize two offers into a neutral seller-ready view of purchase price, estimated price less seller credit, deposits, financing, closing timing, contingencies, and other material terms—without recommending one offer universally.
Guide a listing through preparation, media, MLS, promotion, open-house, and follow-up stages with live progress, same-device draft saving, and a copyable or printable launch summary.
Create a polished printable QR sign for open-house registration, listing information, or another approved buyer destination. The destination is encoded locally in the browser instead of being sent to an outside QR-image service.
Create an itemized working estimate of seller proceeds from the entered sale price, payoff, compensation, buyer credit, settlement charges, government fees, repairs, adjustments, and other costs—without guessing local fees.
Turn verified listing views, saves, inquiries, showings, open-house visitors, offers, feedback themes, and proposed next steps into a clear copyable or printable seller update without predicting a sale.
Create a route-order property itinerary with appointment times, confirmation status, optional prices, approved listing links, and buyer-facing notes, plus copy and print options.
Compare up to three homes using the same buyer-entered criteria, ratings, strongest fits, questions, prices, and current status—without automatically declaring one property the winner.
Organize manually verified transaction milestones, target dates, responsible parties, completion status, and notes from contract to close without calculating contractual deadlines.
Turn a buyer’s stated property priorities, objective location needs, tradeoffs, questions, financing-conversation status, and agreed next steps into a clear buyer-led search brief.
Separate received, pending, and missing showing responses, preserve the reported source and observations, and create a factual seller-ready summary without automatic pricing advice.
Create a client-ready closing summary from manually confirmed appointment, access, possession, utility, and final-step details, with action items and a prominent wire-fraud safety reminder.
Plan post-closing check-ins, home anniversaries, useful resource follow-ups, and communication-preference-aware client care without scheduling or sending messages automatically.
Realtors can now create a private QR lead link for an open house. Visitor requests are saved privately to the account that created the event, with clear consent and no automatic messages.
Create editable listing, social, open-house, and flyer drafts from one set of property details. Every draft should be reviewed for accuracy before publishing.
LoanSide forms now use clearer labels, structured grids, stronger focus states, and the dark LoanSide card styling for a more polished workflow.
The Loan Officer workspace now prioritizes everyday tools, adds a quick tool finder and recently opened shortcuts, uses larger card targets, and improves dark-mode contrast for buttons and availability badges.
The pre-approval workflow now uses a clearer guided form with organized borrower, loan, and loan-officer sections while preserving the live letter preview, PDF download, and email delivery.
The calculator now uses a more guided layout with a clearer transaction-assumptions flow, polished inputs, and an easier-to-scan estimate workspace. Calculations and printable reports are unchanged.
Buying Power now has a clearer guided assumptions flow, polished input fields, and a more structured estimate workspace. The qualifying calculations and printable report are unchanged.
The Comparison workspace now introduces the two comparison modes more clearly and uses a more structured input workspace, while preserving property comparisons, loan strategies, sharing, and PDF downloads.
Rent vs. Buy now has a clearer guided assumptions flow and a more polished illustration workspace, while preserving the existing estimated timeline, calculations, and printable report.
The payoff tool now guides loan officers through the current loan and extra-principal scenario more clearly, while preserving payoff timing, interest estimates, milestones, and printable reporting.
Illustrate estimated payments if each loan strategy's rate were 0.25% or 0.50% lower or higher—without changing the entered rates. The free feature is off by default and can be included in shared links and PDFs.
Turn on deeper loan-strategy analysis for any comparison, including remaining balances and cumulative interest at 1, 3, 5, and 10 years, five-year MI/MIP paid, and estimated fee break-even timing. The feature is included at no extra charge and remains off by default.
Download polished, title-based PDFs directly from the comparison editor or a shared client link. Property and loan-strategy comparisons are both supported, with clean letter-size presentation and Print still available as a fallback.
Compare multiple financing approaches for the same property, including program, rate, term, down payment, monthly payment, cash to close, and estimated five-year cost.
Shared comparison links now present financing strategies with consistent calculations, mobile-friendly viewing, and focused callouts for important tradeoffs—without labeling one option universally best.
Saved strategy comparisons now reopen in the correct mode and restore the shared property details and financing options consistently.
Compare different ways to use seller concessions, including eligible closing costs, permanent rate buydowns using pricing you enter, and a 2-1 temporary buydown illustration.
A new workspace for mortgage sales, planning, and presentation tools built directly into LoanSide.
Loan Officer Tools and What's New are now easier to reach from the signed-in workspace.
Updated LoanSide's palette and presentation so the product feels cleaner and more consistent across the public site and application.