
June’s updates are focused on expanding integration capabilities across Loanzify POS and LHP3, while also improving the AI-powered video creation experience in Loanzify Mobile + Social Media.
TotalExpert Integration Readiness
We’re in the final stages of preparing our TotalExpert integration for deployment. Research, testing, and documentation have been completed, including verified posting of loan data and survey updates in both Loanzify POS and LHP3 environments.
Client Impact:
This integration groundwork helps support a smoother connection between Loanzify and TotalExpert for clients who use the platform for CRM, lead management, and marketing automation workflows.
Optimal Blue Pricing Engine Integration
New Optimal Blue pricing engine integration capabilities have been added to help streamline how Loan Officers and clients access real-time pricing.
Within Loanzify POS, admins can enable Optimal Blue under Settings > Integrations. Once enabled, Loan Officers can access live pricing directly from a loan record through a new Pricing tab. From there, they can complete required fields, generate pricing, make adjustments, and re-run pricing as needed.
A log of pricing requests is also captured in the Integration tab, giving teams better visibility into pricing activity.
For LHP3, platform admins can enable the integration in Settings. An external pricing page is also available, allowing clients to submit loan scenarios and view real-time pricing results.
Client Impact:
This integration helps reduce manual steps, keeps pricing activity more organized, and gives Loan Officers and clients easier access to real-time pricing information.
AI Enhancements for Video Creation
Enhanced AI-powered editing capabilities within the video creation tool.
When a Loan Officer or partner creates a video script project and records or uploads a video, the content is automatically analyzed by our AI engine. The system can then generate and render polished captions, b-roll video clips, supporting images, and visual enhancements directly into the final video.
The completed video is returned ready to share on social media, with no manual editing required.
Client Impact:
These enhancements make it easier for Loan Officers and referral partners to create polished, engaging video content in less time. With AI-generated captions, animations, and visual elements, users can produce social-ready videos without needing advanced editing skills.
We’ll continue to share updates as new enhancements become available. As always, feature availability may vary by product configuration, permissions, and integration setup.
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