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What does this mean for Loan Officers, Sales Managers, and Admins?

Insellerate has a new bulk upload option to add your real estate Partners. Users with the Bulk Upload permission can use upload functionality to add real estate Partners in bulk so that loan officers can use the Partner Workflow.

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titleSee changes to required fields for Field Views

Required fields:

  • Lead Name

  • Application ID

No longer required but included as standard fields when creating a Field View:

  • Primary Officer

  • Campaign

  • Status

  • Created Date

  • Branch

    Image RemovedImage Added

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Bugs

inTouch: Primary Agent Tokens

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