New Features/Enhancements
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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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Review the updated article with Rebecca: Sales Manager Report .
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.
Marketing Report updated articleJira Legacy server System JIRA serverId afce1aff-af6f-34f7-9349-c9e9b4a5d69b key KAT-14058
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Preset Reports: Option to Include Inactive Users in Reports
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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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Updated Article: User Registration
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User Profile Additional Options (Moved to prioritize)
What does this mean to Admins?
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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
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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.
Article Edits: Creating a Partner in the Web ApplicationJira Legacy server System JIRA serverId afce1aff-af6f-34f7-9349-c9e9b4a5d69b key KAT-14467
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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