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 not in QA 1/10

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 Partner Workflow.

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Need a bulk upload how to article. It is not in QA yet?

Email Report: Email Details available for Column Totals

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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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Update reb box include assigned to

inLead Campaigns

What does this mean to Marketing Managers and Admins?

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