Skip to end of banner
Go to start of banner

AgentConnect Release Notes - 5/10/24

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

Version 1 Next »

Highlights

Review All Release Notes to see all of the system enhancements we have implemented.

These release notes are specific to AgentConnect and the ability to partner with real estate agents and create property flyer and landing pages with loan program options. Read more articles about AgentConnect

Now provides access to over 95% of MLS listings nationally

Insellerate has expanded our MLS listing data

Simplified Process to Connect with Realtors

Several enhancements were completed to improve the invite and signup process for Realtors:

  1. Loan Officer will be copied on the invite the Realtor receives.

  2. No images are required by Real Estate Agent to sign up.

  3. Loan Officer will be notified when the invite had been accepted.

  4. Loan Officer can edit all Real Estate profiles (Linked Properties and Manual).

  5. Loan Officers can quickly share via email any newly created flyer

Improved Flyer Creation Process

  1. Users can easily preview flyer templates before selection.

  2. Add the “Open House” date and time to a flyer

  3. When creating a manual flyer, users will be able to select from both manually created realtors and shared (synced) realtors for flyer / landing page co-branding.

  4. New “Preview” feature for Static Flyers

New Admin Controls

  1. Set the “Default Loan Programs” at the org level so users no longer need to define.

  2. Any user moved to “Inactive” in Insellerate will become inactive in AgentConnect

  3. MyArchive report will show all activity and enable admin to download with a link to the flyer for Compliance requests.

  • No labels