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Release Notes 137- 2/23/23

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New Features/Enhancements

Highlights

Review:

KAT-14480 - Getting issue details... STATUS

Sales Manager Report: Ability to Choose Customer Type

What does this mean to Sales Managers and Admins?

KAT-12752 - Getting issue details... STATUS -Customer Type

A new filter is available for the Sales Manager Report. The Customer Type filter will allow you to view the results for Borrower applications or Partners.

Review the updated article with Rebecca: Sales Manager Report .

Marketing Report Additional Filters

What does this mean to Marketing Managers?

  • The Property State filter will allow you to filter the results for the property state of the applicants.

  • The Primary Agent filter will display the results based on the Team or Agent.

  • The Loan Purpose filter will allow you to filter the results to the purpose of the loan, such as Purchase, Refinance No Cash-Out, Refinance Cash Out, Construction Permanent, and others.


    KAT-14058 - Getting issue details... STATUS Marketing Report updated article

Preset Reports: Option to Include Inactive Users in Reports

What does this mean to Sales Managers and Admins?

KAT-14275 - Getting issue details... STATUS

When using Preset Reports, the system excludes inactive agents' applications when All is selected in the Team/Agent drop-down. This will remain the default option for Preset Reports. A new toggle (Include Inactive Agents) is being added to My Pipeline Preset Reports, allowing you to include inactive agents' applications.

Pro Tip: Users can see the entirety of leads. If you want to see any reporting with all leads and any applications that were funded or are still assigned to the inactive user, they will not display.

Article updated Preset Reports Article.

Integrations: Meridian API can Query TPO Contacts in Insellerate

This functionality will be available on 2/28/23.

What does this mean to Admins?

The Meridian API can be leveraged to Sync with the Organization’s Insellerate Partners.

KAT-14333 - Getting issue details... STATUS

I did not update the article didn’t think it necessary need to review it with Rebecca: /wiki/spaces/INSPT/pages/2306277407

User Registration Inactive Users

What does this mean to Admins?

The notification showing the remaining leads assigned to the user will be broken into Primary and Secondary assignments when viewing the notification.

KAT-14055 - Getting issue details... STATUS

Updated Article: User Registration

User Profile Additional Options (can’t get this to work- working with Eric)

What does this mean to Admins?

  • Local Dial Presence
    If your organization uses Local Dial Presence, you can have a toggle in the User Profile to Turn On/Off Local Presence. This toggle is permission-based and would not appear if your Organization/Role/User does not have permission. To use this feature, open a Customer Support ticket if you would like permission within your organization.

  • Editable Caller ID
    The Caller ID field in the User Profile by permission can be editable. To use this feature, open a Customer Support ticket if you would like permission within your organization.

KAT-14412 - Getting issue details... STATUS

Encompass TPO fields available

What does this mean to Marketing Managers and Admins?

Additional fields are available to use in the Application Panel and for inTouch Engagements.

 See additioinal fields

  • External Contact Referral Partner Branch

  • External Contact Referral Partner Branch Link

  • Partner Branch Name

  • Partner Branch Channel Type Ids

  • Partner Branch Tpo Id

  • Partner Branch Branch Code

  • Partner Branch Owner Name

  • Partner Branch Phone

  • Partner Branch Email

  • Partner Branch Website Url

  • Partner Branch NMLS ID

  • Partner Branch City

  • Partner Branch State

  • Partner Branch Address 1

  • Partner Branch Postal Code

  • Partner Branch Loan Product Type Ids

  • Partner Branch Loan Purpose Type Ids

  • Partner Branch Organizational Name

  • Partner Branch Approval Status Id

  • Partner Branch Sales Representative User Id

  • Partner Branch Link

  • Partner Branch Approval Status Name

  • Partner Branch Channel Type Names

  • Partner Branch Loan Product Type Names

  • Partner Branch Loan Purpose Type Names

KAT-14464 - Getting issue details... STATUS

Partner Workflow Enhancements

What does this mean to Loan Officers, Sales Managers, and Admins?

Referral Partner Report Updates

  • Added Referral Partner Status Column
    KAT-14190 - Getting issue details... STATUS
    A column was added for the Referral Partner Status to the Referral Partner Report. This will show you the status section the lead is in on the report.

  • Action Tools: Ability to Edit a Partner
    A new action tool is available only in the Partner Workflow. Users will be able to edit Partner information.

    KAT-14467 - Getting issue details... STATUS

  • Partner Duplicate Management Admin Panel
    Admins will be able to review and manage duplicate Partner entries.

KAT-14474 - Getting issue details... STATUS

Bugs

Lending QB Name Change

Issue: Lending QB name changed to Meridian Link updated throughout the system.

Status: Resolved

KAT-14243 - Getting issue details... STATUS

Encompass TPO- Duplicate Company codes and Partners

Issue: Duplicated company codes were created during Encompass Sync.

Status: Resolved

KAT-14482 - Getting issue details... STATUS

Server Errors when Sending Notifications

Issue: Notifications failed to send due to missing OrgId

Status: Resolved

KAT-14488 - Getting issue details... STATUS

Referral Partner Report Error

Issue: When running the Referral Partner Report, the system was having errors.

Status: Resolved

Referral Partner Report Grouping

Issue: The Referral Partner Report is missing the grouping feature.

Status: Resolved

KAT-14644 - Getting issue details... STATUS

Sales Manager Report

Issue: The Internal Transfer column was not displaying results when clicking on the count number to open the lead details.

Status: Resolved

KAT-14662 - Getting issue details... STATUS

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