New Features/Enhancements
...
inFlow - Ability to Expand Pipeline Panel (Left
...
Side) to Full-Screen View
You can now expand the Pipeline Panel (left side of ) in inFlow to a full-screen view. Combine this with adding more fields and saving your view and you will have more data visible at one time. You may:
...
Click the new Expand icon
...
to expand the
...
Pipeline Panel (left side).
Click
...
on a lead and it will open in the split-screen view.
...
Click the Collapse icon to return to the split-screen view.
...
Email Report: Ability to
...
Filter by Contact
...
Type
The Email Report now enables a user to filter by Recipient recipient type:.
Borrower (Default)- This is the default.
Internal Team - These emails are sent to users in the system.
Manual Entries - these These emails are emails you manually enter entered within the inTouch set-upsetup.
Partners - these These emails are email sent to Real Estate Agents, Referral Partners, or Attorneys associated to applications.
...
Custom Queues: Ability to
...
Edit/Create Field Views in Setup
Admins can now create/edit Field Views directly in the Custom Queues set-up directly
...
setup.
...
Distribution Groups: Ability to
...
Set an
...
Exclusion List
If there are users you want to exclude from a distribution group using Role or Supervisor logic, you can now add them to an “Exclude Agents” list.
...