New Features/Enhancements
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inFlow: Follow-
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Up Due Dates
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Added to Lead History
What does this mean to Loan Officers?
When setting a follow-up Loan, loan officers can see the follow-up due dates when you access lead history. A screenshot shows Hover over the follow-up date not in QA 1/10to display the date and time it is due.
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Partner Workflow: Bulk Upload to Create Partners
What does this mean for Loan Officers, Sales Managers, and Admins?
Insellerate has a new bulk upload option to add your Real Estate real estate Partners. Users with the Bulk Upload permission can use upload functionality to add Real Estate real estate Partners in bulk so that loan officers can use the Partner Workflow.
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Email Report: Email Details
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Available for Column Totals
What does this mean to Marketing Managers and Sales Managers?
The email report Email Report enhancement allows you to access the email details for all the total columns displayed at the bottom of the report. This will allow you to pull up all the leads within an entire population.
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SMS Report: SMS Report Details Available for Column Totals
What does this mean to Marketing Managers and Sales Managers?
The SMS report Report enhancement allows you to access the email SMS details for all the total columns displayed at the bottom of the report. This will allow you to pull up all the leads within an entire population.
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My Reports: All Follow-Up Report
The Created by and Assigned to fields have been added to the All Follow-Up Report.
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Update reb box include assigned to
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inLead Campaigns
What does this mean to Marketing Managers and Admins?
The screen tip for editing a Post URL , you need to open a customer Support Ticket.
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now reads Use this URL to post leads from the third-party lead provider associated to the campaign. Create a ticket at support.insellerate.com to set up permissions for the lead provider to POST to the URL.
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Admin Custom Queues Using Field Views
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When making edits to a custom queue, Admins can adjust Field Views that others created.
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Field View: Required Fields Updates
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Required fields:
No Longer Required longer required but included as standard fields when creating a Field View.:
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Bugs
inTouch: Primary Agent Tokens
Issue: Primary Agent tokens were not displaying accurately in emails.
Status: Resolved
LOS integration to bring in Social Security
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numbers
Issue: Social Security Numbers numbers being added to Insellerate that start with 0 “0” was missing the initial 0 “0” passed to Insellerate.
Status: Resolved
inFlow Partner Branch Name
Issue: Partner Branch Name included data from two fields.
Status: Resolved
Email Report: View
Issue: The total row was not displaying when clicking on a column name to sort or filter.
Status: Resolved
Bulk Upload Permission
Issue: Users with bulk upload permission could not see the button to bulk upload Partners.
Status: Resolved
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Bugs for AgentConnect
Search
Issue: Manual Listing Search bar was not working.
Status: Resolved
Manual Flyer Property Overview
Issue: The Manual Flyer, Property Overviewcharacter limit, did not match the Listing Search.
Status: Resolved
Manual Listings Required Fields
Issue: Flyers created through the listing search did not require Bath and HOA.
Status: Resolved