IntroLend Agents
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The IntroLend mortgage platform is revolutionizing how real estate agents — and their clients— source the best loan rate and terms. By fusing a superior digital mortgage experience to white glove personal assistance, borrowers get the optimum loan, in record time, with minimal stress. Completing just one online mortgage application unlocks competitive bids from our vast network of both retail and wholesale lenders. (Agents can also invite their current favorite lenders to join the platform!)
What’s more, our industry-leading platform technology keeps all stakeholders — borrower, agent and lenders — on the same page at all times. Plus, IntroLend provides a wealth of social marketing resources — helping agents grow and burnish their business in a rapidly changing marketplace. Finally, agents can become co-owners of their IntroLend chapter, to participate in RESPA-compliant mortgage profits on a quarterly basis. It’s easy to get started, so download the free IntroLend app now!
more Enhancements and bug fixes.
2.4.1 12/04/2025
Enhancements and bug fixes.
2.4.0 09/18/2025
* The default Loan Officer can now be changed upon FastTracking a customer for Refinance.
* New push notifications are sent when you receive updates about wholesale processing states.
* New timeline events for customer wholesale processing state changes.
* Bug fixes & Enhancements.
2.3.0 08/20/2025
Stability fixes
2.2.1 04/14/2025
- The My Lenders feature now supports the browsing (and favoriting) of lenders near you.
- A brand new revised Mortgage Calculator tool.
- New Frequently Asked Questions with helpful videos have been added to the menu.
- Bug fixes and enhancements.
2.2.0 04/09/2025
- Multiple investment options have been added in a new simplified investment dashboard!
- An issue with Investment Chapter branding in Pre-Approval documents has been resolved.
- The app notification badge is now cleared correctly after clearing Notifications.
- Updating your profile pic now works from the menu screen.
2.1.0 03/10/2025
Enhancements and bug fixes.
2.0.2 01/08/2025
Bug fixes.
2.0.1 12/28/2024
New look and feel
2.0.0 12/05/2024
We’re excited to introduce two new enhancements to our pre-approval feature so that it provides more transparency and flexibility for you and your clients.
NEW: Adjusting Pre-Approval Feature
- Display Co-Borrowers
- When a borrower has a co-borrower on their mortgage application, we now display the co-borrowers name directly on the pre-approval tile. This allows you to quickly see the two borrowers and tap to view their details.
- Precise Down Payment Display
- We’ve also added the ability to display the exact down payment percentage used for the borrower’s loan application. This percentage will be shown alongside the pre-approval details, so you can see the specific down payment amount at a glance.
- Furthermore, when you’re using the pre-approval feature to adjust the purchase price, the down payment percentage will update in real-time. This ensures the down payment amount scales appropriately as you increase or decrease the price.
These new features are designed to give you and your clients greater transparency and flexibility throughout the pre-approval process. We hope they’ll help you provide an even better experience for your homebuyers.
If you have any questions or feedback, please don’t hesitate to reach out to our support team.
Thank you for your continued partnership!
1.12.0 08/26/2024
What’s New:
• New Tool: Home Warranty by America’s 1st Choice Home Club (AFC)
⁃ A new tool that gives agents the ability to shop and choose a home warranty plan for their clients.
• Added Feature Carousel to Promote AFC Home Warranty
⁃ A carousel highlighting the latest features of the AFC Home Warranty product has been added.
• AFC Home Warranty Added to the Menu
⁃ Easily access the AFC Home Warranty product from the main menu, making it more convenient to use.
• Home Warranty is Now Available as a Product Selection During FastTrack
⁃ Agents can choose the home warranty product during a FastTrack session.
• Agent Custom QR Code Added to Broadcast Marketing Module
⁃ Agents’ custom QR code is also available within the Broadcast Marketing module.
• Optimized My Lenders Module
⁃ Removed unapproved lenders, various empty states, and badges.
⁃ Removed ability to invite unapproved lenders
⁃ Removed linking back to configure lenders during a FastTrack
Enhancements:
• Enhanced UI to Choose Preferred Loan Officer During FastTrack
• Renamed Finance Managers to Loan Officers
• Enhanced “Resend Code” Button During Activation Process for New Reservations
• General Bug Fixes and Performance Improvements
1.11.3 04/11/2024
What’s New:
• New Tool: Home Warranty by America’s 1st Choice Home Club (AFC)
⁃ A new tool that gives agents the ability to shop and choose a home warranty plan for their clients.
• Added Feature Carousel to Promote AFC Home Warranty
⁃ A carousel highlighting the latest features of the AFC Home Warranty product has been added.
• AFC Home Warranty Added to the Menu
⁃ Easily access the AFC Home Warranty product from the main menu, making it more convenient to use.
• Home Warranty is Now Available as a Product Selection During FastTrack
⁃ Agents can choose the home warranty product during a FastTrack session.
• Agent Custom QR Code Added to Broadcast Marketing Module
⁃ Agents’ custom QR code is also available within the Broadcast Marketing module.
• Optimized My Lenders Module
⁃ Removed unapproved lenders, various empty states, and badges.
⁃ Removed ability to invite unapproved lenders
⁃ Removed linking back to configure lenders during a FastTrack
Enhancements:
• Enhanced UI to Choose Preferred Loan Officer During FastTrack
• Renamed Finance Managers to Loan Officers
• Enhanced “Resend Code” Button During Activation Process for New Reservations
• General Bug Fixes and Performance Improvements
1.11.2 04/05/2024
What’s New:
• New Tool: Home Warranty by America’s 1st Choice Home Club (AFC)
⁃ A new tool that gives agents the ability to shop and choose a home warranty plan for their clients.
• Added Feature Carousel to Promote AFC Home Warranty
⁃ A carousel highlighting the latest features of the AFC Home Warranty product has been added.
• AFC Home Warranty Added to the Menu
⁃ Easily access the AFC Home Warranty product from the main menu, making it more convenient to use.
• Home Warranty is Now Available as a Product Selection During FastTrack
⁃ Agents can choose the home warranty product during a FastTrack session.
• Agent Custom QR Code Added to Broadcast Marketing Module
⁃ Agents’ custom QR code is also available within the Broadcast Marketing module.
• Optimized My Lenders Module
⁃ Removed unapproved lenders, various empty states, and badges.
⁃ Removed ability to invite unapproved lenders
⁃ Removed linking back to configure lenders during a FastTrack
Enhancements:
• Enhanced UI to Choose Preferred Loan Officer During FastTrack
• Renamed Finance Managers to Loan Officers
• Enhanced “Resend Code” Button During Activation Process for New Reservations
• General Bug Fixes and Performance Improvements
1.11.1 04/04/2024
What’s New:
• New Tool: Home Warranty by America’s 1st Choice Home Club (AFC)
⁃ A new tool that gives agents the ability to shop and choose a home warranty plan for their clients.
• Added Feature Carousel to Promote AFC Home Warranty
⁃ A carousel highlighting the latest features of the AFC Home Warranty product has been added.
• AFC Home Warranty Added to the Menu
⁃ Easily access the AFC Home Warranty product from the main menu, making it more convenient to use.
• Home Warranty is Now Available as a Product Selection During FastTrack
⁃ Agents can choose the home warranty product during a FastTrack session.
• Agent Custom QR Code Added to Broadcast Marketing Module
⁃ Agents’ custom QR code is also available within the Broadcast Marketing module.
• Optimized My Lenders Module
⁃ Removed unapproved lenders, various empty states, and badges.
⁃ Removed ability to invite unapproved lenders
⁃ Removed linking back to configure lenders during a FastTrack
Enhancements:
• Enhanced UI to Choose Preferred Loan Officer During FastTrack
• Renamed Finance Managers to Loan Officers
• Enhanced “Resend Code” Button During Activation Process for New Reservations
• General Bug Fixes and Performance Improvements
1.11.0 04/04/2024
Fixed Custom Chapter branding on Pre-approval letters.
1.10.2 01/16/2024
What’s New:
• New Tool - FICO® Score Planner by FICO®
New tool that gives Agents the ability to refer consumers so they can improve their credit score.
• Added a feature carousel to promote FICO® Score Planner
Carousel that highlights the latest features of the FICO Score Planner.
• FICO® Score Planner by FICO® added to the menu
Easily access the FICO Score Planner from the main menu, making it more convenient to use.
• Marketing landing page to promote FICO® Score Planner by FICO®
Agents can view the FICO Score Planner marketing landing page directly within the app's browser, so
Agents can quickly access relevant information about the planner without leaving the application.
• Consumer referral emails with sign up link
Consumer can receive an email with a signup link when Agents share the FICO® Score Planner by FICO®
• FICO® Score Planner is now available as a product selection during a FastTrack:
Agents can now choose a monetization product during a FastTrack session.
• Artwork Refresh:
Artwork throughout the app has been updated to enhance the visual experience for users.
• Hide Investment-related content for Referral Partner Agents:
Investment-related content is now hidden for users who are not eligible to participate.
Enhancements:
General bug fixes and performance improvements.
1.10.1 12/06/2023
What’s New:
• New Tool - FICO® Score Planner by FICO®
New tool that gives Agents the ability to refer consumers so they can improve their credit score.
• Added a feature carousel to promote FICO® Score Planner
Carousel that highlights the latest features of the FICO Score Planner.
• FICO® Score Planner by FICO® added to the menu
Easily access the FICO Score Planner from the main menu, making it more convenient to use.
• Marketing landing page to promote FICO® Score Planner by FICO®
Agents can view the FICO Score Planner marketing landing page directly within the app's browser, so
Agents can quickly access relevant information about the planner without leaving the application.
• Consumer referral emails with sign up link
Consumer can receive an email with a signup link when Agents share the FICO® Score Planner by FICO®
• FICO® Score Planner is now available as a product selection during a FastTrack:
Agents can now choose a monetization product during a FastTrack session.
• Artwork Refresh:
Artwork throughout the app has been updated to enhance the visual experience for users.
• Hide Investment-related content for Referral Partner Agents:
Investment-related content is now hidden for users who are not eligible to participate.
Enhancements:
General bug fixes and performance improvements.
1.10.0 12/06/2023
What’s New
• Enhanced Agent-Finance Manager Messaging
Agents can now directly communicate with Finance Managers (FMs) through in-App messages, independent of any loan application. This saves time and boosts clarity.
• General Broadcast Message Notifications for Agents
Agents can now receive important broadcast messages from their home office through in-App notifications. This ensures they stay fully informed, while providing a compelling new engagement tool for multiple stakeholders (including Broker-Owners, Finance Managers and more).
• Seamless Access to BP Notification Content
Tapping on a notification message now allows direct access to relevant content within the App.
• Enhanced FastTrack Contact Indicator
Identify FastTracked contacts easily with an improved Indicator. Sourcing and connecting with these clients just got simpler.
• Flexible FM Push Notification Settings
New Notification settings enable easy customization of general broadcast push notifications. Put your own stamp on them!
Enhancements & Bug Fixes
• iOS Crash Fix for PPM Document Generation
Resolved a crash issue on iOS when generating the PPM document for the first time.
• Clearing Unread Counts Bug Fix
When you open a conversation from Push Notifications, the red bubble now clears that indicates unread counts in the notification feed.
1.9.0 07/18/2023
Enhancements and Bug fixes.
1.8.7 05/24/2023
What’s New
• Enhanced launch screen when app is first opened.
• Refreshed imagery on Dashboard and during FastTrack flow.
• Improved usability for the Create User Profile step.
Enhancements & Bug Fixes
• Suggested Captions now exist for each Broadcast Marketing asset. Copy them to Clipboard by using "long-press" gesture (tap & hold)
• Optimized data handling of phone numbers — with and without country codes.
• General bug fixes and performance improvements.
1.8.6 05/10/2023
What’s New:
Agent’s Custom FastTrack link is now in QR code format to share and download.
5 new videos have been added to our Frequently Asked Questions (11-16).
Improved graphics and layout introduced for devices with larger displays. Sections include: My Lenders, Pre-Approvals, Broadcast Marketing, and Mortgage Calculator.
Enhancements & Bug Fixes:
We have optimized the UI for how Agent’s create and edit their User Profile.
Optimized the UI for Notification Feed.
Updated FastTrack push notification copy for reminder of unfinished FastTrack.
API updates now capture Agent's log-in date for Broker Portal usage.
1.8.5 12/12/2022
What’s New
Agents can now filter their Dashboard to view each client’s mortgage application status.
Dashboard adds a FastTrack sort by "Date" or by “Comments."
Agents can now update their client’s Purchase Intent by using a dropdown on the Customer Activity feed.
Client Purchase Intent data now displays the latest status, whether it was updated by Agent, Finance Manager or client.
New badge added to the Customer Activity feed so Agents can quickly see if their client's loan application is Active, On-hold, Closed or Funded
Enhancements & Bug Fixes
General bug fixes and performance improvements.
1.8.4 11/17/2022
What’s New
Improved graphics and layout for the Agent Dashboard and Customer Activity Feed.
Agents can now view notes from Loan Processors that are shared during the setup, underwriting, disposition management, and closing phase.
5 new videos have been added to our Frequently Asked Questions. There are now 10 video FAQs.
Reminder notification added to finish incomplete FastTracks
New notification setting added to manage reminders.
Accommodate permissions unique to OSO Referral Source Partners.
Enhancements & Bug Fixes
New support email address has been added.
User profile graphic has been updated when no photo is submitted by Agent.
Removed business phone input field during investor registration.
Updated legal disclaimers for investment levels.
Also general bug fixes and performance improvements.
1.8.3 10/17/2022
What’s New
Agents can easily distinguish between clients with active vs expired pre-approvals.
They can view pending expiration date for each pre-approval, plus instructions on what to do when it expires.
Agent dashboards will no longer show loans placed on-hold or expired more than 30 days prior.
The first five FAQs now have videos, as well as written text.
Enhancements & Bug Fixes
We have optimized the Lender configuration flow in "My Lenders" area.
Customer detail screens have been optimized by removing need to store or put customer’s address.
Streamlined language for all pre-approval related features.
1.8.2 08/30/2022
What’s New
Agents can delete their account which will permanently remove their access to the IntroLend Agent app. Upon deletion, Agents will not be able to log-in or access any previous data associated with their account.
Enhancements & Bug Fixes
Optimized the Dashboard layout for devices with larger displays.
1.8.1 06/30/2022
Enhancements and bug fixes.
more Version 2.4.1 12/04/2025
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Contacts User Content Diagnostics Data Not Linked to You The following data may be collected but it is not linked to your identity: