June Release and RoadMap Webinar

What is new, and what is coming for Insellerate? Listen to a webinar replay to ensure you take full advantage of all the new features we release and see the vision for where we are heading.

What you will see in the webinar:

• May Release

  • Internal Call Routing: improved tracing of attempted inbound calls.

  • Content Library:

    • Send Test Emails

    • Edit Emails based on permissions. Users can edit subjects and content.

  • Open leads

    • Option to restrict primary leads from taking their own leads.

  • User Registration

    • Organizations have access to 8 customizable fields

  • Global Session Timer

    • Organizations can adjust reminders and timeout options between 10 min and 6 hours.

• June Releases

  • AgentConnect:

    • Equal Housing and Equal Lender Logos displayed on co-branded flyers and landing pages

    • Ability to manage partners: Edit and Archive manually entered partners.

  • Content Library:

    • Task Decline Notes

    • Restrict Editing created content

  • ICR Notifications

    • Ability to toggle off the call details

  • User Status Report

    • Manager of User and Role of User columns added

• Webphone Live

• Customer Success Centers: Live

• Review of upcoming roadmap

Stay Informed

We will send out invites to the monthly webinar about a week in advance through notifications in the Insellerate application. The replays will always be available to you in the Help Center.

We look forward to seeing you on the next call!