New Features/Enhancements
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inFlow: Follow-up Due Dates added to Lead History
What does this mean to
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The additional fields added to the profile for AgentConnect can be used in inTouch Emails using tokens. To access available tokens your can use the dropdown containing a list of all fields per organization that can be used in the email body.
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Review: Not sure if should be added to release
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Loan Officers?
When setting a follow-up Loan, officers can see the follow-up due dates when you access lead history.
A screenshot shows the follow-up date
Partner Workflow: Bulk Upload to Create Partners
What does this mean for Loan Officers, Sales Managers and Admins?
Insellerate has a new bulk upload option to add your Real Estate Partners. Users with the Bulk Upload permission can use upload functionality to add Real Estate Partners in bulk so that loan officers can use the Parter Worklfow.
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Need a bulk upload how to article
Email Report: Email Details available for Column Totals
What does this mean to Marketing Managers and Sales Managers?
The email report enhancement allows you to access the email details for all the total columns displayed at the bottom of the report. This will allow you to pull up all the leads within a total population.
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SMS Report: SMS Report Details Available for Column Totals
What does this mean to Marketing Managers and Sales Managers?
The SMS report enhancement allows you to access the email details for all the total columns displayed at the bottom of the report. This will allow you to pull up all the leads within a total population.
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My Reports: All Follow-Up Report
The Created by and Assigned to fields have been added to the All Follow-Up Report.
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inLead Campaigns
What does this mean to Marketing Managers and Admins?
The screen tip to edit a Post URL you need to open a customer Support Ticket.
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? SMS Visibility Borrowers with More than One Application (I didn’t see this one)
What does it mean to Loan Officers and Sales Managers?
SMS messages will show all text exchanges between a client and partners. This includes when the client has more than one Application. You will see the messages displayed from most to least recent.
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Bugs
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Partners Duplication Check
Issue: Partners will be checked for duplicates at the branch level Issue:
Status: Resolved
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Issue:
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