New Features/Enhancements

Highlights

Content Library

What does this mean to Loan Officers?

• Expired Task Requests

  • When a task is sent in for approval, the system will decline the task and notify the requestor if it is not approved before the scheduled time.

  • Tasks may expire if scheduled out more than 60+ days. If you receive this notice, re-schedule this post.

Open

What does this mean to Content Creators?

• Ability to Archive content

  • Email Templates can be moved between active and archive. For example, Holiday templates can be active during applicable seasons the moved to the archive to help organize the library and ensure templates are kept up to date.

Open

Partners Universal Search

What does this mean to Loan Officers?

A new column can be added as an option to the universal search, Status; this will allow you to see if the Partner is a prospect or active partner. This option will need to be turned on to use it.

Bugs

Content Library

• HTML Editor

Issue: When trying to add Merge Tags, the reference to the data shows no data found.

Status: Resolved

• Task Management Reporting

Issue: If the task's name is longer than 64 characters, the data is not reflected in the reporting.

Status: Resolved

• Task Management: Audience Selection

Issue: Users should be able to select multiple clients using the checkbox selection in the far left column.

Status: Resolved

• Edits by Task Approvers

Issue: When a Task approver makes edits to the task, it should not change the task created.

Status: Resolved

• Content Library Permissions

Issue: Some content that is visible based on permissions would not allow task creation.

Status: Resolved

• View Email (Preview)

Issue: The preview feature for the email directs users to the HTML editor rather than the email preview.

Status: Resolved

• PDF Uploads

Issue: Some PDF uploads would not process due to a permissions conflict.

Status: Resolved

inTouch:

• Primary Agent Drop Down

Issue: When using the filters in the Task Template, if you update the Primary Agent, the drop-down clears and does not pull back the leads that fit the filters.

Status: Resolved

• Handlebars that reference currency

Issue: When returning data on currency, sometimes it displays negative numbers. Now it will return 0.

Status: Resolved

inFocus Alerts

Issue: Alert notes and due dates are not able to update for Priority Alerts

Status: Resolved

AgentConnect

• Issue: Realtor’s company name is missing from Shared Flyers.

Status: Resolved

• Issue: Realtor’s Company Name and Logo not displaying on Static Flyers.

Status: Resolved

• Issue: Single Sign-on was not transferring users right into AgentConnect.

Status: Resolved

• Issue: The search option added allows users to search for manual listings by MLS Listing #.

Status: Resolved

https://insellerate.atlassian.net/browse/KAT-15175 https://insellerate.atlassian.net/browse/KAT-15530

Mobile Application

Issue: The team Agent drop-down filter is not working.

Status: Resolved

inFlow: Click to Call

Issue: When using click to call, the next activity is not automatically updating.

Status: Resolved

*AgentConnect information is added early to accommodate the varied time between standard releases.