New Features/Enhancements

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What does this mean to Sales Managers and Admins?

A new filter is available for the Sales Manager Report. The Customer Type filter will allow you to view the results for Borrower applications or Partners.

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Marketing Report Additional Filters

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• The Loan Purpose filter will allow you to filter the results to the purpose of the loan, such as Purchase, Refinance No Cash-Out, Refinance Cash Out, Construction Permanent, and others.

  

  jira

  server	System JIRA
  serverId	afce1aff-af6f-34f7-9349-c9e9b4a5d69b
  key	KAT-14058

  Marketing Report updated article

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Preset Reports: Option to Include Inactive Users in Reports

What does this mean to Sales Managers and Admins?

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afce1aff-af6f-34f7-9349-c9e9b4a5d69bkeyKAT-14275When using Preset Reports, the system excludes inactive agents' applications when All is selected in the Team/Agent drop-down. This will remain the default option for Preset Reports. A new toggle (Include Inactive Agents) is being added to My Pipeline Preset Reports, allowing you to include inactive agents' applications.

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Tip
Pro Tip: Users can see the entirety of leads. If you want to see any reporting with all leads and any applications that were funded or are still assigned to the inactive user, they will not display.

Article updated Preset Reports Article.

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Integrations: Meridian API can Query TPO Contacts in Insellerate

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The Meridian API can be leveraged to sync with the organization’s Insellerate Partners.

organization's Insellerate Partners

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User Registration Inactive Users

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The notification showing the remaining leads assigned to the user will be broken into Primary and Secondary assignments when viewing the notification.

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Updated Article: User Registration

User Profile Additional Options (Moved to prioritize)

What does this mean to Admins?

• Local Dial Presence
  If your organization uses Local Dial Presence, you can have a toggle in the User Profile to Turn On/Off Local Presence. This toggle is permission-based and would not appear if your Organization/Role/User does not have permission. To use this feature, open a Customer Support ticket if you would like permission within your organization.

• Editable Caller ID
  The Caller ID field in the User Profile by permission can be editable. To use this feature, open a Customer Support ticket if you would like permission within your organization.

Encompass TPO fields available

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Additional fields are available to for use in the Application Panel and for inTouch Engagements.

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Partner Workflow Enhancements

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• Added Referral Partner Status Column
  Jira LegacyserverSystem JIRAserverIdafce1aff-af6f-34f7-9349-c9e9b4a5d69b
  keyKAT-14190A column was added for the Referral Partner Status to the Referral Partner Report. This will show you the status section the lead is in on the report.

  

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• Ability to Group by Column
  The Referral Partner Report results can be grouped by column. This option also exists in the Marketing Report.

  

  

  Article updates:https://insellerate.atlassian.net/wiki/spaces/INSPT/pages/edit-v2/2321907713

• Action Tools: Ability to Edit a Partner
  A new action tool is available only in the Partner Workflow. Users will be able to edit Partner information. Clicking on the Edit icon will open the Partner Registration screen for edits.

  

  Jira Legacy
  server System JIRA serverId afce1aff-af6f-34f7-9349-c9e9b4a5d69b key KAT-14467

  Article Edits: Creating a Partner in the Web Application

• Partner Duplicate Management Admin Panel (Moved out of this sprint)
  Admins will be able to review and manage duplicate Partner entries.

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Bugs

Lending QB Name Change

Issue: Lending QB name changed to Meridian Link updated throughout the system.

Status: Resolved Jira LegacyserverSystem JIRAserverIdafce1aff-af6f-34f7-9349-c9e9b4a5d69bkeyKAT-14243

Encompass TPO- Duplicate Company codes and Partners

Issue: Duplicated company codes were created during Encompass Sync.

Status: Resolved Jira LegacyserverSystem JIRAserverIdafce1aff-af6f-34f7-9349-c9e9b4a5d69bkeyKAT-14482

Server Errors when Sending Notifications

Issue: Notifications failed to send due to missing OrgId

Status: Resolved Jira LegacyserverSystem JIRAserverIdafce1aff-af6f-34f7-9349-c9e9b4a5d69bkeyKAT-14488

Referral Partner Report Error

Issue: When running the Referral Partner Report, the system was having had errors.

Status: Resolved

Referral Partner Report Grouping

Issue: The Referral Partner Report is missing the grouping feature.

Status: Resolved Jira LegacyserverSystem JIRAserverIdafce1aff-af6f-34f7-9349-c9e9b4a5d69bkeyKAT-14644

Sales Manager Report

Issue: The Internal Transfer column was not displaying results when clicking on the count number to open the lead details.

Status: Resolved Jira LegacyserverSystem JIRAserverIdafce1aff-af6f-34f7-9349-c9e9b4a5d69bkeyKAT-14662