New Features/Enhancements
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Content Library
Social Media (BETA - Coming soon)
What does it mean to Loan Officers, Marketing Managers, and Managers?
Introducing an exciting addition to our content libraryContent Library! Our new feature enables users to create captivating social media posts for their Facebook Business Page effortlessly. Users can easily tailor their posts to suit their preferences with the option to include images and customizable content. Depending on their permissions, users may be able to edit the post before pushing it live. Whether you want a user wants to share instantly or schedule for a future date and time, the choice is yours. Simplify your theirs. This powerful tool allows users to simplify their social media presence and maximize engagement with this powerful tool.
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Related Articles:Content Library Navigation Content Library Options- Tasks | Email | Fylers | Social Media Creating | Editing Content Creating Content using Document Upload - Static
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The content editor has been updated to allow users to search for merge tags. This is available in the Content Library and inTouch.
Merge Tags: Ability to Searchsearch
Anchor Links: Hyperlinks in emails to take readers to specific paragraphs within an email
Video: Links to TikTok option
Banners: Orientation Options options for Veriticlevertical, Squaresquare, and Horizontalhorizontal
HTML Block: copy Copy in HTML from your design software
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Related Articles: Creating Content Using the Regular Editor
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External Contact Referral Partner Company |
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Bugs
Encompass TPO Branches and Contacts
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Meridian Link TPO
Issue: Meridian Link is not creating contacts.
Status: Resolved
Alerts Failing to Update
Issue: Alerts are failing to update.
Status: Resolved
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Status: Resolved
AgentConnect
Subject Line when When using Email to Agent
Issue: The “From” message needs to show the Loan Officer information.
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My Archive
Issue: Search and Sorting sorting of users is causing error messages.
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Issue: The mobile application was not allowing outbound calls.
Status: Resolved
*AgentConnect information is added early to accommodate the varied time between standard releases.