New Features/Enhancements

inLead Campaign Editing

Edit button moving to the left side of the screen for easier access when editing campaigns.

Open

inTouch Now Mapping Branch Information to the Sender

Currently, the communication will reference the branch information from the Primary  Agent when using InTouch. This enhancement will pull the branch information based on the sender of the InTouch communication.

inLead Improved Data Integrity During Campaign Uploads

Lead data posted into Insellerate will now enforce accurate values for the Loan Type and Loan Purpose Type. Lead providers were sending bad data so additional filters and logic have been put in place to handle this more effectively.

User Profile will Hide the On/Off Toggle for SMS, Email, and RVM

The User Profile will automatically hide the inTouch On/Off toggles for SMS, Email, and RVM from the user.  A new User Preference selection will allow entitled users to update these settings. Please contact Insellerate Support to enable selected users to view the marketing controls in their User Profiles.

Open

SMS Consent for External Contacts/Partners

SMS consent for an external contact/partner now will only be required once. If the external contact/partner is added to a new application the consent will transfer automatically.

Inbound Call Routing:
All Agents are Unassigned when Existing Lead is Won by Another Agent

When a user wins a call via Inbound Call Routing for an existing lead in the system, the winner will be auto-assigned as the primary agent. All other former users assigned will be removed.

Campaign and User Level Lead Caps

Currently, Campaigns and User Level Leads Cap show zero (0) if no lead cap has been defined which can cause confusion. The enhancement removes the zero (0) and will show blank for Campaign and User Lead Caps when no defined lead cap exists. If a user/admin updates the lead cap to zero (0), then no leads will be distributed to the campaign or individual user.  

Open

Open

Bugs

Content Management

Issue: If the inTouch On/Off toggle updates, the system removes the agents from the content.

Status: Resolved

inTouch Filters

Issue:  When trying to remove a single inTouch filter, all selected "Status and Activities" were removed.

Status: Resolved

Post Date

Issue: The post date was showing up in the incorrect date format.

Status: Resolved

inSight Internal Call Routing Reporting

Issue: When a call comes into a Primary Agent on an account that goes unanswered and moves to a forwarding number, those calls were incorrectly being reported as Routed to Primary Agent.

Status: Resolved. These calls will now report as Missed Calls.

New Lead Notifications

Issue: New Lead notifications were displayed in alphabetical order instead of newest to oldest.

Status: Resolved

Engagement Report Email Attempts

Issue: The Engagement Report shows the number of attempted emails. The attempted email number should match the Webhook attempted number and it was not accurately populating.

Status: Resolved

My Pipeline Field Errors

Issue:  My Pipeline fields were not pulling up with the following fields in use:

• Program3Offer1InterestRate

• Program3Offer1DiscountPoints

• Program3Offer1APR

Status: Resolved

inFlow Follow-Up iCalendar

Issue: When scheduling a follow-up in inFlow using the Add to Calendar function selecting iCalendar File, the follow-up is created, but the pop-up does not close.

Status: Resolved

inFlow Assignment to Primary Agent

Issue: When assigning a lead in inFlow, the assignment did not update the primary agent.

Status: Resolved