New Features/Enhancements

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inFlow: Bulk

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Reassignment Loan Amount

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Field Added

A The Loan Initial Amount column has been added as a column selection for bulk reassignments in Bulk Actions. You will be able to the filter selection columns available in bulk tagging.

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ICR: Internal Call Routing State Licensing Verification

When an inbound call comes in, and the use this as a filter when selecting reassignments.

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Date and Datetime Fields

The date and datetime data fields will apply consistent formatting and export structure. When these fields are displayed within the system, they will show the date and time of the current user’s system timezone. Data will convert and save to UTC format when saved in the system.

• Display Rules

  • When displaying date and datetime data as an input component, existing data will show the date and time respective to the current user’s system timezone.

• Save Rules

  • When exporting date and datetime data, data is converted based on the current user’s system timezone and converted to UTC.

Lead Distribution: Verification for State License

When verification for state licensing applies to Inbound Call Routing or Data Lead Posts, the system first looks to the property state on the lead and then to the available area code for a phone number. If the system finds a matching application or prospect where the property state is blank but where a phone number is present, the system will use the caller’s area code to drive the distribution of the lead. If both home and mobile numbers are available, the logic will prioritize the home number.

Examples:

• As an Inbound Call Routing user, when the system finds a matching application or prospect by phone number and when the PropertyState is null, the system should use the caller’s area code to derive the state for Distribution state license verification.

  • Inbound call with no lead data: Routing isbased on the caller’s area code.

  • Inbound call with lead data and property state: Routing isbased on the property state if the lead exists in the system. Match based on the callerID of the borrower to existing applications.

  • Inbound call with lead data, but property state

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• • is blank: Routing is based on the area code of the callerID of the inbound call.

  • Inbound call with lead data, but no property state, and callerID is blocked: The call is routed to everyone. State licensing is not applied to the call.

• A Data Lead Post (non-Inbound Call Routing) where the property state is blank but a phone number exists. We will use area code to determine the state. The property state field will be updated in the lead and the logic for the order will be home then mobile if there are two phone numbers.

  • Lead post - lead with property state: Routing is based on the property state.

  • Lead post - lead with no property state: Check the phone number area code (home to mobile).

  • Lead post - lead with no property state or phone numbers: The lead is routed to Unassigned Leads.

Admin Custom Queues and My Pipeline Filters Allow Edits

Users can now Currently, custom filters are not editable. This enhancement will allow users to modify the list of fields used in the custom queues and My Pipeline Field Views.

Nightly Batch Process Enhancement

For clients with professional services including configuration to allow for SFPT batch updates, the system was enhanced to monitor batch errors and retry the uploads.

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Bugs

Scroll barsBars

Issue: The scroll bars on some screens were overlapping.

Status: Resolved

insightinSight: App Created Date Filter

Issue: When  The dates were not correctly saved when selecting a date range for the Application Create Date, the dates were not correctly saved. This impacted reports where the Application Create Date was used as the filter.

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Issue: On the Engagement Report, the column for the Email Body was not displaying the email content.

Status:  Resolved

inTouch: Task Flows

Issue: inTouch was allowing a task to be created without selecting at least one campaign or status filter.

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Removing a Referal Partner from a Lead

Issue:  When trying to remove a referral partner from a lead, use the X on the screen. It clears the field but does not remove the referral partner.

Status: ResolvedReview: INS2864