New Features/Enhancements
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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
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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
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The screen tip to edit a Post URL you need to open a customer Support Ticket.
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Admin Custom Queues Using Field Views
What does it mean to
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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.
Bugs
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Issue:
Status: Resolved
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Issue:
Status: Resolved
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Issue:
Status: Resolved
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Admins?
When making edits to a custom queue, Admins can adjust Field Views that others created.
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Field View Required Fields Updates
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Required:
No Longer Required but included as standard fields when creating a Field View
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Bugs
inTouch: Primary Agent Tokens
Issue: Primary Agent tokens were not displaying accurately in emails
Status: Resolved
LOS integration to bring in Social Security Numbers
Issue: Social Security Numbers being added to Insellerate that start with 0 was missing the initial 0 passed to Insellerate.
Status: Resolved
inFlow Partner Branch Name
Issue: Partner Branch Name included data from two fields.
Status: Resolved
Email Report: View
Issue: The total row was not displaying when click on column name to sort or filter.
Status: Resolved
Bulk Upload Permission
Issue: Users with the bulk upload permission could not see the button to bulk upload Partners.
Status: Resolved