New Features/Enhancements
Highlights
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Login: New Login Process
What does it mean for all Insellerate users?
You can continue to use your last email and password to log in to Insellerate. If you have any issues logging in, follow the password reset process.
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Preview:
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inTouch: Inactive Paths Do Not Count Toward Your Allotted Total
What does it mean for all Marketing Managers and Admins?
Now when a path is marked 'Inactive,” it will not count toward your total of 35 allowed paths.
User Preferences:
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Borrower Default Type
What does it mean for Loan Officers and Sales Managers?
In the User Preference section, you can now set the inFlow default to either show the Customer or the Partner view.
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inFlow: Partners Other Field Customization
What does it mean for Loan Officers, Sales Managers, and Admins?
When an organization uses an Other Field for a Partner, that field will show the custom name in inFlow and inTouch engagement tokens. Visibility to the custom field name will improve the user experience by seeing the category name for the data contained in the field.
inSight: Referral Partner Report
What does it mean for Loan Officers, Sales Managers?
You can now see the Primary Agent as a column in the Referral Partner Report.
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Bugs
inSight: Call Recordings
Issue: Ring Central calls were not playing back entire calls.
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