New Features/Enhancements

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• Co-branded flyers and social media content

  • Users can now associate with a partner they want to co-brand with on flyers or social media documents.

  • Flyer templates need to be created by a user with Content Creator permissions.
    

    

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• Ability to add partner tokens to HTML content (flyers or social media content)
  Partner tokens are now available in the Token dropdown to add into to HTML content. This allows for dynamic content.
  

  

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When Insellerate receives a message from email providers that an email address bounced, dropped, or was designated as spam, that email will be removed from future email sends from Insellerate. This will help improve deliverability rates over time.

If a contact does make makes changes to receive your emails, then users will be able to “reactivate” the email address by changing the inTouch Action Override for the lead to Yes.

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• Property flyers and landing pages with loan pricing will automatically remove options if none exist
  If the user selects a property flyer template that includes loan pricing (via integration with your pricing engine) and no matching loan programs are identified, the flyer will automatically remove the loan option section from both the flyer and the landing page.

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Bugs

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Mobile (IOS and Android)

• User Profile Update

Issue: When users update NMLS, Work Phone, or Mobile fields, the data disappears.

Status: Resolved - Data in the fields no longer disappear when updated.

• inFlow

Issue: Users cannot change to Contacted Status.

Status: Resolved - Users are able to change to Contacted Status.

Issue: Auto-refresh Lead History with the latest update.

Status: Resolved - Lead History populates without needing to leave the lead and return to the Lead History.

• User Details

Issue: User details are not validated correctly during updates.

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Status: Resolved - The system will only save phone numbers that are ten digits.

• No KATs linked to the following issues:

  • Fix null multi-select

  • Fix lookups not having matching field value

  • Implement editable on dropdowns and multi-selects

• Calendar

Issue: The calendar event does not update properly.

Status: Resolved - New calendar item(s) populates without needing to leave the lead and return to the calendar.

Issue: Auto-refresh Lead History with the latest update.

Status: Resolved - Lead History populates without needing to leave the lead and return to the Lead History.

Issue: UI on iOS, Calendar.

Status: Resolved - The calendar date circle is now fully visible.

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Content Library

• Tags on Template
  Issue: Multiple tags selected for a template did not update.
  Status: Resolved

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• Email Unsubscribe Group
  Issue: Unable to create/associate Unsubscribe groups and populate within an email.
  Status: Resolved

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