New Features/Enhancements

Highlights

inFlow: Follow-Up Due Dates Added to Lead History

What does this mean to Loan Officers?

When setting a follow-up, loan officers can see the follow-up due dates when you access lead history. Hover over the follow-up to display the date and time it is due.

Open

Partner Workflow: Bulk Upload to Create Partners

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

Insellerate has a new bulk upload option to add your real estate Partners. Users with the Bulk Upload permission can use upload functionality to add real estate Partners in bulk so that loan officers can use the Partner Workflow.

Open

Email Report: Email Details Available for Column Totals

What does this mean to Marketing Managers and Sales Managers?

The Email Report enhancement allows you to access the email details for all the total columns displayed at the bottom of the report. This will allow you to pull up all the leads within an entire population.

Open

SMS Report: SMS Report Details Available for Column Totals

What does this mean to Marketing Managers and Sales Managers?

The SMS Report enhancement allows you to access the SMS details for all the total columns displayed at the bottom of the report. This will allow you to pull up all the leads within an entire population.

Open

My Reports: All Follow-Up Report

The Created by and Assigned to fields have been added to the All Follow-Up Report.

Open

inLead Campaigns

What does this mean to Marketing Managers and Admins?

The screen tip for editing a Post URL now reads Use this URL to post leads from the third-party lead provider associated to the campaign. Create a ticket at support.insellerate.com to set up permissions for the lead provider to POST to the URL.

Open

Admin Custom Queues Using Field Views

What does it mean to Admins?

• When making edits to a custom queue, Admins can adjust Field Views that others created.
  
  

  Open

  

   

• Field View: Required Fields Updates

Bugs

inTouch: Primary Agent Tokens

Issue: Primary Agent tokens were not displaying accurately in emails.

Status: Resolved

LOS integration to bring in Social Security numbers

Issue: Social Security numbers being added to Insellerate that start with “0” was missing the initial “0” passed to Insellerate.

Status: Resolved

inFlow Partner Branch Name

Issue: Partner Branch Name included data from two fields.

Status: Resolved

Email Report: View

Issue: The total row was not displaying when clicking on a column name to sort or filter.

Status: Resolved

Bulk Upload Permission

Issue: Users with bulk upload permission could not see the button to bulk upload Partners.

Status: Resolved

Bugs for AgentConnect

Search

Issue: Manual Listing Search bar was not working.

Status: Resolved

Manual Flyer Property Overview

Issue: The Manual Flyer, Property Overviewcharacter limit, did not match the Listing Search.

Status: Resolved

Manual Listings Required Fields

Issue: Flyers created through the listing search did not require Bath and HOA.

Status: Resolved