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Sixty-five existing partner fields can now be used in applications, custom queues, inTouch, custom filters, and anywhere application fields can be included in logic. View the full list here.
Other Enhancements / Updates
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Admins/users can now set a filter or action based on the last action associated to a lead or the date that action occurred. Lead History summarizes all the actions that have occurred on a lead. Any of those in the list can be used. Review a list of all the different actions that can occur.
TPO integrations and Partner Creation API will now check for duplicates by Partner Type
When a new partner is created, the system will check for duplicates based on Partner ID (typically NMLS# or MLSID) and Partner Type. There are use cases where part
MeridianLink and LendingQB LOS
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