New Features/Enhancements
Highlights
Content Library
What does this mean to Loan Officers?
Co-branded flyers and social media content
Users can now associate with a partner they want to co-brand with on flyers or social media documents.
Flyer templates need to be created by a user with Content Creator permissions.
What does this mean to Content Creators?
Ability to add partner tokens to HTML content (flyers or social media content)
Partner tokens are now available in the Token dropdown to add to HTML content. This allows for dynamic content.
Remove Bounced, Dropped, and Spam Email Addresses Automatically
What does this mean to Loan Officers?
When Insellerate receives a message from email providers that an email address bounced, dropped, or was designated as spam, that email will be removed from future email sends from Insellerate. This will help improve deliverability rates over time.
If a contact makes changes to receive your emails, then users will be able to “reactivate” the email address by changing the inTouch Action Override for the lead to Yes.
Custom Queues
Ability to preview additional lead data prior to “Taking” the lead
Custom Queue admin tool adding a new setting that will allow the user to preview additional information for a lead they are not able to view. User can “Take” the lead from the popup window as well. Goal: some clients will call leads in Custom Queues before “Taking” the lead. This allows them to know more about the lead pre answer. Once the lead answers, they select “Take” and will have full control over the lead. They do not want to “Take” the lead if no one answers.
Note: the row you are viewing will now also remain highlighted so you can remember where you are.
Admins: Admins can turn this feature on / off within the Custom Queue settings. Default is off.
AgentConnect Updates
Property flyers and landing pages with loan pricing will automatically remove options if none exist
If the user selects a property flyer template that includes loan pricing (via integration with your pricing engine) and no matching loan programs are identified, the flyer will automatically remove the loan option section from both the flyer and the landing page.
Bugs
Mobile (IOS and Android)
User Profile Update
Issue: When users update NMLS, Work Phone, or Mobile fields, the data disappears.
Status: Resolved - Data in the fields no longer disappear when updated.
inFlow
Issue: Users cannot change to Contacted Status.
Status: Resolved - Users are able to change to Contacted Status.
Issue: Cannot auto-refresh Lead History with the latest update without leaving and returning to the lead.
Status: Resolved - Lead History populates without needing to leave the lead and return to the Lead History.
User Details
Issue: User details are not validated correctly during updates.
Status: Resolved - The NMLS field was updated to max ten characters and won’t allow users to type after the limit is reached.
Issue: The phone number is formatted incorrectly.
Status: Resolved - The system will only save phone numbers that are ten digits.
Calendar
Issue: The calendar event does not update properly.
Status: Resolved - New calendar item(s) populates without needing to leave the lead and return to the calendar.
Issue: The date circle on the calendar was not fully visible for iOS users.
Status: Resolved - The calendar date circle is now fully visible.
Content Library
Tags on Template
Issue: Multiple tags selected for a template did not update.
Status: Resolved
Searching for Tags
Issue: Tags previously showed only for the creator of the content for the Search dropdown.
Status: Resolved
Creating new content not displaying the Merge Tag section
Issue: The Content Library Creation Merge Tags section did not show up unless inTouch 3.0 Creation was opened first.
Status: Resolved
Email Unsubscribe Group
Issue: Unable to create/associate Unsubscribe groups and populate within an email.
Status: Resolved
*AgentConnect information is added early to accommodate the varied time between standard releases.