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Release 123- 8/16/2022

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New Features/Enhancements

Highlights- Knowledge Center | Major Mobile App Release | Web Application Release 123

Knowledge Center

Why it Matters

Take a Look at Our New Training Journeys

  • Quick Start
    These videos are intended to help you get a fast start in Insellerate, demonstrating how to use key features. Each video is unique and less than two minutes. The videos are not duplicates of the role-based training. Users should complete the entire training journey for their role.

  • Journey by Role
    Start your learning journey that will focus on your role in Insellerate. The average time is less than ten minutes and targets Loan Officers | Sales Managers | Marketing Mangers | Admins.

  • Journey by Topic

    This training path will teach you about the full feature sets within insellerate to give you a big picture view of the system. The average time is less than ten minutes. Topics include: inSight | inFlow | inTouch | inLead | Admin.

Mobile Application Major Update- App version v1.9.22 (126)

Why it Matters

We understand that being able to manage your leads from anywhere can make the difference in getting a deal complete.

  • SMS

    • The SMS feature now includes a Call Now button to allow you to start a call from the SMS screen

    • Clicking on a lead from the SMS screen will take you directly to the client lead details screen

  • Assignments

    • Users with permission to assign leads can now assign leads through the mobile app

  • Search

    • When search results are displayed, you can now see the primary agent

  • History

    • Calls placed in the mobile app will now display in the history

    • You can filter the history to call activity to see just calls made to the client

    • If you have permission to listen to recorded calls, you can click on the link displayed as a time value to play back the call

  • Partners

    • You can now see associated applications in the mobile application showing all leads associated with the partner

Web application v123

Duplicate Management

When applying a filter in duplicate management, the filter was only applied to one of the records in the duplicate group. This enhancement applies the filters to ALL records within a group.

Original Assignee

The original assignee was displaying as the User ID. The system has been updated to show the user name.

User Profile Update:

Additional fields added in anticipation of future feature

User Registration Update:

Order of fields being redesigned. Some clients are piloting AgentConnect. If you have this feature enabled, users will see an additional section on the right-hand side of the screen.

Bugs

Open Lead CAP Exceeded

Issue: Users did not display an error when they attempted to “Take” leads beyond their set lead cap. The following error displays: “The daily open lead cap has been reached. Please try again tomorrow.”

Status: Resolved

MY Pipeline

Issue: The system allowed users to remove required fields from reports; therefore, these reports were not working.

Status: Resolved

Mobile App:

Issue:  Leads taken through the mobile application were not counted in the lead caps.

Status: Resolved

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