New Features/Enhancements

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• Ability to Archive content

  • Email Templates can be moved between active and archive. For example, Holiday templates can be active during applicable seasons the moved to the archive to help organize the library and ensure templates are kept up to date.

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Partners Universal Search

What does this mean to Loan Officers?

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Issue: When using click to call, the next activity is not automatically updating.

Status: Resolved

*AgentConnect information is added early to accommodate the varied time between standard releases.

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