Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

What is new, and what is coming for Insellerate? Listen to a webinar replay to ensure you take full advantage of all the new features we release and see the vision for where we are heading.

What you will see in the webinar:

  • January February release review and demo of new or enhanced features

    • Partner Bulk Uploads

    • inFlow: Follow-Up dates added to lead history

    • inFlow Application Panel only shows available actions

    • Email and SMS Report totals column count will open up Lead Details

    • My Reports: All Follow-Up report columns added for Created By and Assigned To

    • Custom Queues: Ability to adjust field views even if you didn’t create them

    • AgentConnect: User disclaimers are mapped for use

    • TPO Encompass Field Mapping

    Review of the February release highlights
    • Workflow:

      • Ability to group sections by column in the pipeline panel

      • Action tool to edit Partners

      • Referral Partner Report

        • Ability to group sections by column

        • The Referral Partner status column added

  • AgentConnect

    1. Property Panels display the MLSID

    2. Manual Flyers allow you to send flyers to the Real Estate Partner directly

  • InTouch Primary Agent option in email templates

    • Removed primary agent check box

    • Added the primary agent as the default the From Email

    • Ability to add user-level disclaimers

  • My Pipeline

    • Include inactive applications Toggle

  • Review of upcoming roadmap

...