New Features/Enhancements

Highlights

inFlow: Open Leads Take Permissions

What does this mean to Sales Managers?

New permissions were added to prevent the loan officer, the primary lead, from being unable to Take the lead out of Open Leads. Contact Customer Support to add this permission.

Admin: User Registration Additional Fields

What does this mean to Admins?

A new section, Script Fields added below Third Party Information. Admins will have eight additional fields for internal use. These fields can be customized to add information for users with custom names and can be displayed in sections in the application panel.

Bugs

Encompass TPO

Issue: The Encompass TPO is not creating some branches and is incorrectly assigning some contacts.

Status: Resolved