New Features/Enhancements

Highlights

inFlow: Application Panel Activity Visibility

What does this mean to Loan Officers and Sales Managers?

If a user is not permitted to complete an action, that action will not display in the drop-down list.

Open

TPO Encompass Field Mapping

What does this mean to Admins?

Insellerate now can bring in TPO fields. To use TPO mapped, contact your Customer Success Manager.

AgentConnect User Disclaimer

What does this mean to Loan Officers and Sales Managers?

AgentConnect can now use a User Level Disclaimer as a reference for landing pages and flyers.

Bugs

inFlow: Lead History Email Previews

Issue: Email previews were not bringing the client-level details into the emails, like the Home Report.

Status: Resolved

SMS Report

Issue: The SMS Report appears in UTC. It should show the user's time zone.

Status: Resolved

AgentConnect: Inaccurate Image Upload

Issue: The headshots and logo image updates for flyers were not accurately updated.

Status: Resolved

AgentConnect: Realtor Screen

Issue: After entering the required information, the system disabled the Save and Continue button.

Status: Resolved

AgentConnect: Landing Page Contact

Issue: When a user is adding information to submit to the loan officer or real estate agent, the Submit button is not sending the information.

Status: Resolved