Lightning Estimates: Web View and App Updates

Web View Links are now enabled

Web View Links give eligible users a borrower-facing way to share estimate information online. From a saved estimate, you can create a Web View Link, choose the loan options to show, set an expiration, and require borrower verification when needed.

Borrowers can open the link to review their estimate in a clean online view. Protected links can require verification before estimate details are shown, and unavailable, expired, or revoked links show a friendly fallback page instead of exposing estimate data.

What you can do with Web View Links

• Share borrower-facing estimate pages. Create links from saved estimates and share a public URL with borrowers.
• Control access. Set expiration rules, require verification where available, revoke links, and reactivate inactive links when appropriate.
• Refresh an existing link. Update a Web View Link with a fresh borrower-visible estimate while keeping earlier versions available in Version History.
• Track borrower activity. Review page loads, verification activity, callback requests, recent activity, and expiration details from Web View Link Details.
• Manage links in one place. Use the Web View Links page to search, filter by status, copy links, preview links, revoke access, and reactivate links.

Borrowers can also request a callback from eligible active Web View Links. Loan officers can review those requests from Web View Link Details and mark them handled.

Redesigned app experience

The main application has been redesigned to make day-to-day work easier to scan and navigate.

• New navigation. Desktop users now have a persistent sidebar, and mobile users have a drawer-style menu. Destinations are grouped under Estimates, Setup, Admin, and Account.
• Clearer Settings. Settings now has focused sections for Profile, Office Address, Web View Link, Branding, Estimate Defaults, and Security. Web View Link and Branding sections appear only where access allows.
• Dedicated Billing page. Billing is now available as a dedicated Account page instead of being mixed into Settings.
• Consistent page layouts. Pages now use clearer headers and more consistent list, table, empty, and loading states.

Estimate workflow improvements

The estimate workflow has been refreshed with clearer steps and better guidance.

• Five-step tracker. Details, Payment, Title, Fees, and Estimate now appear as a clearer step-by-step workflow.
• Better desktop setup flow. Property and loan selection are easier to work through, with clearer guidance when required details are missing.
• More relevant mortgage insurance fields. MI-related details are requested only when they are relevant to the estimate.
• Clearer action messages. Save, PDF export, and Web View Link actions now explain when an action is unavailable or waiting on autosave.
• Better organized output options. Borrower-facing output, PDF options, QR and Web options, refinance options, highlighted fields, and displayed fields are grouped more clearly.
• Comparison estimate clarity. Comparison estimates now make it clearer which loan is used for the single-loan preview and PDF, while comparison exports still include all loans.

Saved estimates and account updates

• Saved Estimates is easier to scan. Filters, recent draft visibility, badges, and Web View Link counts have been improved.
• Password changes moved to Security. Password management now lives under Settings > Security.
• Billing details are easier to review. Subscription, payment method, coupon, and invoice information are now grouped in the main app for users with billing access.
• Team billing is easier to find. Team admins can access team subscription, payment method, coupon, and invoice details from Team Billing.

These updates are designed to make sharing estimates online easier, keep borrower-facing access clearer, and make the Lightning Estimates app simpler to navigate.

Questions? Email us at [email protected].