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Content Library Compliance Reporting
Flyer Download History Report
A new report has been added to show which flyers have been downloaded, when, and by whowhom. This can be used to understand activity or for compliance. The report can be exported and will include a link in the .csv that will open a copy of the downloaded report. See the Flyer History Report article for details.
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Email Report:
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Users can now upload a logo for partner companies and branches to use in signature blocks or co-branded Content Library templates. See the Creating a Partner in the Web Application article for details.
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New Filters: Ability to Filter on Borrower and Co-Borrower Email Addresses
Users with inTouch and Custom Filter access can now create filters based on the Borrower and Co-Borrower Email fields. Read the Filters Setup article for more information on how to define filter logic.
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Preferences: Define Font, Color, and Size for inTouch and Workflow Pages
Users with access to inTouch and Workflow pages can now define the font type, color, and size to improve the usability for users with vision impairment. Users can set these definitions in the Preferences section. See the Preferences article for details.
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SMS Enhancement: User Must be Assigned to a Lead to Send SMS
Per customer feedback, users must still be assigned to a lead/application to send new SMS messages. The SMS text box will be grayed out if a user opens the SMS text box but is no longer assigned to the lead.
For example, if a user is assigned to a lead and has an SMS conversation with the contact but the lead is re-assigned to someone else, the original owner will no longer be able to send SMS messages to the contact.
See the SMS article for details.
Email Task Creation: Email “From” View Permissions Updated
When a user is creating an email task from the Content Library, in Step 3 the user can define the From, To, CC, and BCC for the emails. The From dropdown will now only show people the user has permission to view. This will mimic the logic in the Team/Agent dropdown.
Read the Team/Agent Dropdown or Content Library: Emails articles for more detailed information on each feature.
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Added Link to Email in Exported .csv
The exported Email Report will now include a link to a web version of the email sent. This will assist with compliance requests as needed.
Task Management Page: Added Completed Date Column
The completed date/time is now available on the Task Management report for the Content Library. This will be the actual time the task was completed by Insellerate.
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Mobile Application
The following updates are live in the mobile application v 1.13.7 (157).
“TPO Only” Permission
This new permission disables the user’s ability to take any actions on a borrower’s application. All borrower-related information is “View Only.” This is for TPO teams that are focused on engaging brokers and brokerage companies.
Link to Lead Detail from SMS
The name at the top of an SMS thread is now a link to the Lead Detail.
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Notification Bug Fix
The sound/vibrate notification for a new SMS or lead was not working on iOS. This has been resolved.