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A new API has been added that will enable a system to search prospects by Reference ID and have returned all lead data associated to that prospect. View more info here.

Inbound Calls vs. Web Leads: Updated Controls

Users are now able to turn on or off leads based on their source method: data lead or inbound call

Before, the leads button would turn both off. There were many scenarios where Calls should be off, but web lead posts were still required to be distributed to the loan officer.

Users will now see a “Leads” and “Calls” toggle at the top.

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When a user logs out of the system, the toggles will remain in the current state (on or off) until the user logs back in. Therefore, if a user will be out of the office, they can set their toggles to “Off” while away.

When a user logs back in, both will be returned to the “On” state.

Improvements

Campaign Lead Posts: dynamic mapping templates

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