New Features/Enhancements

Highlights

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

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• Journey by Role
  Start your learning journey that will focus focuses on your role in Insellerate. The average time is less than ten minutes and targets Loan Officers | Sales Managers | Marketing Mangers | Admins.

• Journey by Topic

  This training path will teach teaches you about the full feature sets within insellerate Insellerate to give you a big picture “big picture” view of the system. The average time is less than ten minutes. Topics include: inSight | inFlow | inTouch | inLead | Admin.

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• SMS

  • The SMS feature now includes a Call Now button that allows you to start a call from the SMS screen.

  • Clicking on a lead from the SMS screen will take you directly to the client’s Lead Details screen.

• Search

  • When search results are displayed, you can now see the primary agent.

• History

  • Calls placed in the mobile application will now display in the history.

  • You can filter the history to call activity to see only those calls made to the client.

  • If you have permission to listen to recorded calls, you can click on the link displayed as a time value to play back the call.

• Partners

  • You can now see associated applications in the mobile application showing all leads associated with the partner.

• Assignments

  • Users with permission to assign leads can now assign leads through the mobile application.

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