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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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Added Link to
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Email in
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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:
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Added Completed Date
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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
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The following updates are now live in the mobile application v 1.13.7 (157).
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“TPO Only” Permission
This new permission
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disables the user’s ability to take any actions on a borrower’s application. All borrower-related
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information is
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“View Only.” This is for TPO teams that are focused on engaging brokers and brokerage companies.
Link to Lead Detail from SMS
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The name at the top of
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an SMS thread is now a link to the Lead Detail.
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Notification Bug Fix
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The sound/vibrate notification for a new SMS or
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lead was not working on
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iOS. This has been resolved.