New Features/Enhancements

Highlights

Content Library

What does this mean to Loan Officers?

• Co-branded flyers and social media content

  • Users can now associate with a partner they want to co-brand with on flyers or social media documents.

  • Flyer templates need to be created by a user with Content Creator permissions.
    
    

    Open

    

    
    
    

What does this mean to Content Creators?

• Ability to add partner tokens to HTML content (flyers or social media content)
  Partner tokens are now available in the Token dropdown to add to HTML content. This allows for dynamic content.
  
  

  Open

  

Remove Bounced, Dropped, and Spam Email Addresses Automatically

What does this mean to Loan Officers?

When Insellerate receives a message from email providers that an email address bounced, dropped, or was designated as spam, that email will be removed from future email sends from Insellerate. This will help improve deliverability rates over time.

If a contact makes changes to receive your emails, then users will be able to “reactivate” the email address by changing the inTouch Action Override for the lead to Yes.

Custom Queues

• Ability to preview additional lead data prior to “Taking” the lead
  What does this mean for Admins?
  A new Custom Queue feature allows users to preview additional information in a popup window for a lead that they are not permitted to view. This feature is only available to users if the admin sets the Preview Lead Info toggle to Yes in the Custom Queue settings. The popup window also allows users to Take the lead if the Take Button toggle is set to Yes.
  
  

  
  
  What does this mean for Loan Officers?
  If a user calls a lead in Custom Queues before Taking the lead, this new feature provides them with the opportunity to learn more about the lead before the call is answered. Users can preview additional information in a popup window for a lead that they are not permitted to view. Once the lead answers, the user can select Take and has full control over the lead. If the lead does not answer, the user is not required to Take the lead. The popup window also allows users to Take the lead if the admin set the Take Button toggle to Yes.
  
  

  
  Note: The selected row remains highlighted while the user is viewing that lead. Admins can turn this feature on/off within the Custom Queue settings. The default setting is Off.
  
  

AgentConnect Updates

• Property flyers and landing pages with loan pricing will automatically remove options if none exist
  If the user selects a property flyer template that includes loan pricing (via integration with your pricing engine) and no matching loan programs are identified, the flyer will automatically remove the loan option section from both the flyer and the landing page.

Bugs

Mobile (IOS and Android)

• User Profile Update

• inFlow

• User Details

• Calendar

Content Library

• Tags on Template
  Issue: Multiple tags selected for a template did not update.
  Status: Resolved

• Searching for Tags
  Issue: Tags previously showed only for the creator of the content for the Search dropdown.
  Status: Resolved

• Creating new content not displaying the Merge Tag section
  Issue: The Content Library Creation Merge Tags section did not show up unless inTouch 3.0 Creation was opened first.
  Status: Resolved

• Email Unsubscribe Group
  Issue: Unable to create/associate Unsubscribe groups and populate within an email.
  Status: Resolved

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