New Features/Enhancements

Highlights

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Knowledge Center | Major Mobile App Release | Web Application Release 123

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Knowledge Center

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Why it Matters

Take a Look at Our New Training Journeys

• Quick Start
  These videos are intended to help you get a fast start in Insellerate, demonstrating how to use key features. Each video is unique and less than two minutes. The videos are not duplicates of the role-based training. Users should complete the entire training journey for their role.

• Journey by Role
  These videos are intended to help you get a fast start in Insellerate, demonstrating how to use key featuresStart your learning journey that focuses on your role in Insellerate. The average time is less than ten minutes . and targets Loan Officers | Sales Managers | Marketing Mangers | Admins.

• Journey by Topic

  Training Journey with a series of videos targeting features by topics in This training path teaches you about the full feature sets within Insellerate to give you a “big picture” view of the system. The average time is less than ten minutes. Topics include: inSight | inFlow | inTouch | inLead | Admin.

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Mobile Application Major Update - App version v1.9.22 (126)

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Why it Matters

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We understand that being able to manage your leads from anywhere can make the difference in getting a deal complete.

• SMS

  • The SMS feature now includes a Call Now button

  click. Click on lead will take them to the lead

• Assignment: This applies to Users with the Assign permission to assign a lead to another agent

• Search: The search functionality will now display the primary agent for the lead

• History: If you make a call, it will display in the call history. You can filter the call activity and listen to recorded calls based on your permission to listen to call recordings.

• Partners:

  • that allows you to start a call from the SMS screen.

  • Clicking on a lead from the SMS screen will take you directly to the client’s Lead Details screen.

• Search

  • When search results are displayed, you can now see the primary agent.

• History

  • Calls placed in the mobile application will now display in the history.

  • You can filter the history to call activity to see only those calls made to the client.

  • If you have permission to listen to recorded calls, you can click on the link displayed as a time value to play back the call.

• Partners

  • You can now see associated applications in the mobile application

  . Show

  • showing all leads associated with the partner.

• Assignments

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• • Users with permission to assign leads can now assign leads through the mobile application.

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Web Application v123

Duplicate Management

When applying a filter in duplicate management, the filter was only applied to one of the records in the duplicate group. This enhancement applies the filters to ALL records within a group.

Original Assignee

The original assignee was displaying as the User ID. The system has been updated to display show the user name.

User Profile Update

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Additional fields were added in anticipation of future featurefeatures.

User Registration Update

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Order of fields being redesigned. AgentConnect is being piloted by some clientsSome clients are piloting AgentConnect. If you have this feature enabled, users will see an additional section on the right-hand side of the screen.

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Bugs

Open Lead CAP Cap Exceeded

Issue: Users did not display an error when they attempted to “Take” leads beyond their set lead cap. The following error displays: “The daily open lead cap has been reached. Please try again tomorrow.”

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MY Pipeline

Issue: The system was allowing allowed users to remove required fields from reports; therefore, these reports were not working.

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