New Features/Enhancements

Highlights- Knowledge Center | Major Mobile App Release | Web Application Release 123

Knowledge Center

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Why it Matters

Take a Look at Our New Training Journeys

• Quick Start
  These videos are intended to help you get a fast start in Insellerate, demonstrating how to use key features. Each video is unique and less than two minutes. The videos are not duplicates of the role-based training. Users should complete the entire training journey for their role.

• Journey by Role
  These videos are intended to help you get a fast start in Insellerate, demonstrating how to use key features. The average time is less than ten minutes. Loan Officers | Sales Managers | Marketing Mangers | Admins.

• Journey by Topic

  Training Journey with a series of videos targeting features by topics in the system. The average time is less than ten minutes. Topics include: inSight | inFlow | inTouch | inLead | Admin.

Mobile Application Major Update v1.9.22:

Web application v123

Duplicate Management

When applying a filter in duplicate management, the filter was only applied to one of the records in the duplicate group. This enhancement applies the filters to ALL records within a group.

Original Assignee

The original assignee was displaying as the User ID. The system has been updated to display the user name.

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