New Features/Enhancements

inFlow - Ability to Expand Pipeline Panel (Left Side) to Full-Screen View

You can now expand the Pipeline Panel (left side) in inFlow to a full-screen view. Combine this with adding more fields and saving your view and you will have more data visible at one time. You may:

• Click the new Expand icon to expand the Pipeline Panel (left side).

• Click on a lead and it will open in the split-screen view.

• Click the Collapse icon to return to the split-screen view.
  
  

  Open

  

  Expand Button

  
  
  

  Open

  

  Full-Screen View of Pipeline Panel

  
  
  

  
  
  

Email Report: Ability to Filter by Contact Type

The Email Report now enables a user to filter by recipient type.

1. Borrower - This is the default.

2. Internal Team - These emails are sent to users in the system.

3. Manual Entries - These emails are manually entered within the inTouch setup.

4. Partners - These emails are sent to Real Estate Agents, Referral Partners, or Attorneys associated to applications.

Custom Queues: Ability to Edit/Create Field Views in Setup

Admins can now create/edit Field Views directly in the Custom Queues setup.

Distribution Groups: Ability to Set an Exclusion List

If there are users you want to exclude from a distribution group using Role or Supervisor logic, you can now add them to an “Exclude Agents” list.