New Features/Enhancements

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Users can use user preferences to set the login screen to either the Main Dashboard or the Inflow screen.

(Update User Preference Article and User Preference Video Attach)

User Profile: Pictures available inTouch

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The picture you upload to your user profile will be available on inTouch engagements. If you are an AgentConnect client, the image will also be available in AgentConnect.

(Update User Profile Article)

Follow-Ups: Completion added to Application History

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As you mark follow-ups complete, they will show in the Application History

(Update Follow Ups Articles and videos)

inFlow: Click to Call Default Caller ID

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When a user clicks to call in Insellerate, and the caller ID field is blank, it will display the work number in the user ID to the client.

(update user profile)

inFlow: Partner Consent Bypass

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When adding a partner and the associated partner has granted consent for SMS, it will apply to all applications associated with the partner. So you can text the partner on any associated application without asking for consent again.

(SMS Articles)

Admin: Custom Queue Removal Timers

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After an application is taken from a custom queue, this enhancement will allow the administrator to define how long until a lead can be taken from any custom queue. Admins can set a timer at each custom queue level. Timers can be set in minutes and hours.

Link to custom queue article

Integrations: Mortgage Coach

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