New Features/Enhancements

Highlights

AgentConnect: Now Integrated with Mortech Pricing Engine

AgentConnect now allows users to select pricing programs for property flyers and websites from the Mortech pricing engine. This is in addition to the existing Optimal Blue integration.

For more information on how to leverage this integration, please contact Insellerate Customer Support or your Customer Success Manager.

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Content Library

Content Tags: Only Show Active Tags in Dropdown

The Tag filter will only show tags that are actively in use and already associated to a template.

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Task Management Page: Adding Preview for Past Social Media Posts

Users can now preview/view the social media post that is associated with the task.

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Email Report: Ability to Select Multiple Branches to Filter Report

The Email Report historically only allowed for All or One branch at a time to be selected for filtering. Users can now select multiple branches for the Email Report.

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Fields and Data

Partner Branch Website field: Users can now add a partner branch website when creating branches. This is in addition to the partner individual website.

Loan Term field: The loan term fields will now accept up to 999 months. The field was previously designed as a Loan Term Years field but some third-party systems can only send months.