New Features/Enhancements
Highlights
User Preferences: Users can set the Main Dashboard, inFlow-Borrowers, Partners, or My Pipeline as the default main screen.
What does it mean for all Users in Insellerate?
Users can use user preferences to set the login screen to either the Main Dashboard or the Inflow screen.
(Update User Preference Article and User Preference Video Attach, update the main screen comments in main dashboard video)
User Profile: Pictures available inTouch
What does it mean for Loan Officers, Sales Managers, and Marketing Managers?
The picture you upload to your user profile will be available on inTouch engagements. If you are an AgentConnect client, the image will also be available in AgentConnect.
(Update User Profile Article add a reference to inTouch Summary that data from user profile can be used in engagements)
Follow-Ups: Completion added to Application Lead History
What does it mean for Loan Officers and Sales Managers?
As you mark follow-ups complete, they will show in the Application History
(Update Follow Ups Articles and videos)
inFlow: Click to Call Default Caller ID
What does it mean for Loan Officers, Sales Managers?
When a user clicks to call in Insellerate, and the caller ID field is blank, it will display the work number in the user ID to the client.
(update user profile)
inFlow: Partner Consent Bypass
What does it mean for Loan Officers, Sales Managers?
When adding a partner and the associated partner has granted consent for SMS, it will apply to all applications associated with the partner. So you can text the partner on any associated application without asking for consent again.
(SMS Articles)
Admin: Custom Queue Removal Timers
What does it mean forAdmins?
After an application is taken from a custom queue, this enhancement will allow the administrator to define how long until a lead can be taken from any custom queue. Admins can set a timer at each custom queue level. Timers can be set in minutes and hours.
Link to custom queue article
Integrations: Mortgage Coach
What does it mean for all Insellerate users?
We are mapping and bringing in new fields for clients that use Mortgage Coach. If you are using Mortgage Coach and want to integrate with Insellerate, talk to your Customer Success Manager or open a ticket with Customer Support.
Additional available fields
Program 1 Application Program Id
Program 1 Category Id
Program 1 Rate Type Id
Program 1I interest Only
Program 1 Loan Term In Months
Program 1 Amortization Term In Months
Program 1 Doc Type
Program 1 PrePayment Penalty
Program 1 Total Other 800 Fees
Program 1 Offer Description
Program 1 Canned Text
Program 1 Customized Message To Borrower
Program 1 Offer 1 Application Program Offer Id
Program 1 Offer 1 Transaction Type
Program 1 Offer 1 Loan Amount
Program 1 Offer 1 Interest Rate
Program1 Offer 1 Discount Points
Program 1 Offer 1 LockTerm
Program 1 Offer 1 PI Payment
Program 1 Offer 1 MI Payment
Program 1 Offer 1 Down Payment
Program 1 Offer 1 Down Payment Option
Program 1 Offer 1 APR
Program 1 Offer 1 Origination Fee
Program 1 Offer 1 Origination Fee Option
Program 1 Offer 2 Application Program Offer Id
Program 1 Offer 2 Transaction Type
Program 1 Offer 2 Loan Amount
Program 1 Offer 2 Interest Rate
Program 1 Offer 2 DiscountPoints
Program 1 Offer 2 LockTerm
Program 1 Offer2 PI Payment
Program 1 Offer 2 MI Payment
Program 1 Offer2 DownPayment
Program 1 Offer 2 Down Payment Option
Program 1 Offer 2 APR
Program 1 Offer 2 Origination Fee
Program 1 Offer 2 Origination Fee Option
Program 1 Offer 3 Application Program Offer Id
Program 1 Offer 3 Transaction Type
Program 1 Offer 3 LoanAmount
Program 1 Offer 3 InterestRate
Program 1 Offer 3 DiscountPoints
Program 1 Offer 3 LockTerm
Program 1 Offer 3 PI Payment
Program 1 Offer3 MIPayment
Program 1 Offer 3 DownPayment
Program 1 Offer 3 Down Payment Option
Program 1 Offer 3 APR
Program 1 Offer 3 OriginationFee
Program 1 Offer 3 Origination Fee Option
Program 2 Application ProgramId
Program 2 Category Id
Program 2 Rate Type Id
Program 2 Interest Only
Program 2 Loan Term In Months
Program 2 Amortization Term In Months
Program 2 Doc Type
Program 2 Pre Payment Penalty
Program 2 Total Other 800 Fees
Program 2 Offer Description
Program 2 Canned Text
Program 2 Customized Message To Borrower
Program 2 Offer 1 Application Program Offer Id
Program 2 Offer 1 Transaction Type
Program 2 Offer 1 LoanAmount
Program 2 Offer 1 InterestRate
Program 2 Offer 1 DiscountPoints
Program 2 Offer 1 Lock Term
Program 2 Offer 1 PI Payment
Program 2 Offer 1 MI Payment
Program 2 Offer 1 Down Payment
Program 2 Offer 1 Down Payment Option
Program 2 Offer 1 APR
Program 2 Offer 1 Origination Fee
Program 2 Offer 1 Origination Fee Option
Program 2 Offer 2 Application Program Offer Id
Program 2 Offer 2 Transaction Type
Program 2 Offer 2 Loan Amount
Program 2 Offer 2 Interest Rate
Program 2 Offer 2 Discount Points
Program 2 Offer 2 Lock Term
Program 2 Offer 2 PI Payment
Program 2 Offer 2 MI Payment
Program 2 Offer 2 Down Payment
Program 2 Offer 2 Down Payment Option
Program 2 Offer 2 APR
Program 2 Offer 2 Origination Fee
Program 2 Offer 2 Origination Fee Option
Program 2 Offer 3 Application Program Offer Id
Program 2 Offer 3 Transaction Type
Program 2 Offer 3 LoanAmount
Program 2 Offer 3 InterestRate
Program 2 Offer 3 DiscountPoints
Program 2 Offer 3 LockTerm
Program 2 Offer 3 PI Payment
Program 2 Offer 3 MI Payment
Program 2 Offer 3 Down Payment
Program 2 Offer 3 Down Payment Option
Program 2 Offer 3 APR
Program 2 Offer 3 Origination Fee
Program 2 Offer 3 Origination Fee Option
Program 3 Application Program Id
Program 3 Category Id
Program 3 Rate Type Id
Program 3 Interest Only
Program 3 Loan Term In Months
Program 3 Amortization Term In Months
Program 3 Doc Type
Program 3 Pre Payment Penalty
Program 3 Total Other 800 Fees
Program 3 Offer Description
Program 3 Canned Text
Program 3 Customized Message To Borrower
Program 3 Offer 1 Application Program Offer Id
Program 3 Offer 1 Transaction Type
Program 3 Offer 1 Loan Amount
Program 3 Offer 1 Interest Rate
Program 3 Offer 1 Discount Points
Program 3 Offer 1 Lock Term
Program3 Offer 1 PI Payment
Program 3 Offer 1 MI Payment
Program 3 Offer 1 Down Payment
Program 3 Offer 1 Down Payment Option
Program 3 Offer 1 APR
Program 3 Offer 1 Origination Fee
Program 3 Offer 1 Origination Fee Option
Program 3 Offer 2 Application Program Offer Id
Program 3 Offer 2 Transaction Type
Program 3 Offer 2 Loan Amount
Program 3 Offer 2 Interest Rate
Program 3 Offer 2 Discount Points
Program 3 Offer 2 LockTerm
Program 3 Offer 2 PI Payment
Program 3 Offer 2 MI Payment
Program 3 Offer 2 Down Payment
Program 3 Offer 2 Down Payment Option
Program 3 Offer 2 APR
Program 3 Offer 2 OriginationFee
Program 3 Offer 2 Origination Fee Option
Program 3 Offer 3 Application Program Offer Id
Program 3 Offer 3 Transaction Type
Program 3 Offer 3 LoanAmount
Program 3 Offer 3 Interest Rate
Program 3 Offer 3 DiscountPoints
Program 3 Offer 3 Lock Term
Program 3 Offer 3 PI Payment
Program 3 Offer 3 MI Payment
Program 3 Offer 3 Down Payment
Program 3 Offer 3 Down Payment Option
Program 3 Offer 3 APR
Program 3 Offer 3 OriginationFee
Program 3 Offer 3 Origination Fee Option |
Bugs
DATA IE
Issue: The Property Profile-Total Stories returns an inaccurate number based on decimal placement in the data.
Status: Resolved
ICR: Caller ID
Issue: When a client calls an ICR number the caller ID is not constantly populating accurately
Status: Resolved
Lead History & Email Report: Content Preview
Issue: In the lead history and email report, the content preview was not correctly displaying the hyperlinks.
Status: Resolved
Admin: Custom Queue Column Order
Issue: Admins could not save the order of columns to display in a Custom Queue.
Status: Resolved
Admin: Branch Branding Associations
Issue: Insellerate allowed a branch to be associated with more than one brand.
Status: Resolved
inTouch: Retry causing duplicate emails to be sent
Issue: Retry emails were shipped to all that met the criteria, not just failed emails, so clients were getting duplicate emails
Status: Resolved
inTouch: Task Filters
Issue: Adjusting some filters would only save the last option selected.
Status: Resolved