New Features/Enhancements

Highlights

Internal Call Routing Enhancement

What does this mean to Loan Officers and Marketing Managers?

The tracing of attempted users during the Internal Call Routing process has been enhanced to trace better the users that were attempted during an inbound call.

Global Session Timeout

What does this mean to Organizations and Admins?

Organizations will have the ability to set system-level timeouts. Organizations will have the option to set the global system timer between 10 minutes and 6 hours. Users will still receive time-out notifications for upcoming timeouts.

inTouch Content Library: Enhancements

What does this mean to Loan Officers and Marketing Managers?

• Test Emails

A new button was added to Step 1 of the Task Creation process. A Send a Test Email was added to enable users to send a test email to see how the content is displayed before sending it out to the selected audience.

Open

• Edit Content

An Edit Content option is available for the Content Library. Users can edit the email template in Step 1 of the Task process by clicking the ‘pencil’ icon. Depending on the user’s permissions, the content may or may not need additional approvals. The history of the template versions is stored in an Insellerate.

Open

Bugs

inSight

• inSight - SMR V2 Value Display Inconsistency

• inSight: Marketing Report

• inSight: User Status Report

Main Dashboard Funded

Issue: Funded numbers are not displayed in the Main Dashboard's Funded section.

Status: Resolved

Open Lead Takes

Issue: When a user takes the lead, the Assigned and Open Take counters are not updating.

Status: Resolved

Advanced Webphone

• WebPhone hiding screen functionality

inTouch - Content Library

Content Library Pilot

• Pending Approval Email

• Content Library: Step 2 Audience Selection

• Content Library: Task Send Default Time