New Features/Enhancements

Highlights

inFlow: Sharing Applications with Peers

What does it mean for Sales Managers, Loan Officers, and Admins?

This enhancement opens up the ability to allow a peer within the same branch permissions to view and edit applications.

• Admins can add Peer Views in User Permissions to anyone within the same branch permissions.

• Loan Officers and Loan Officer Assistants can view and edit applications for peers with permission.

• Sales Managers could have access to assist with employees in other branches.

inTouch: Handlebar Helpers

Why it Matters to Marketing Managers

What are Handlebars? Handlebars are a templating language that allows you to use shortcuts to add to your inTouch templates. Use simple handlebar helpers to generate HTML formats within your emails. You can use Handlebar Helpers to transform data and ensure consistent formatting of data in inTouch communications.

More about this update:

Open

New Handlebar Helpers:

• Replace

• Date Differences

• Sentence Case Structure

• Add to Date

• Contains a text string

• Contains an item

• Concatenate variables together

• Comparisons

Learn more about Handlebar Helpers.

Admin: User Registration Export Feature

Why it Matters to Admins

Admins can now export a complete list of all Insellerate users from the User Administration. The export feature will allow Admins to review all users with Insellerate accounts. Any filters applied before export will not apply. Clicking the Export icon will export all users into Excel. The report will be sent to My Reports for you to download.

Admin: Custom Filters

Admins can easily see the filters set up on a Custom Filter. Clicking the Filter Setting icon will open up a panel showing the filters set for the Custom Filter in an easy-to-read format.

Admin: New Fields

Additional fields are available to support specific integrations. See Integration Fields to view the added fields. If you want to add any of these fields to your application, contact Insellerate Support.

Admin: Organization Details

Why it Matters to Admins

The Organization Details screen is set up for organizations using AgentConnect. The relevant fields captured here will pass over to AgentConnect for co-branded marketing.

Bugs

inLead: Campaign Grid

Issue: inLead users were able to view and edit campaigns that were outside of their branch permissions.

Status: Resolved

insight: My Pipeline creating My Preset Reports

Issue: When creating a My Preset Report from an existing report, if you filtered by Name, depending on the report size, users were getting an error.

Status: Resolved

inTouch: Engagement Report

Issue: The engagement report shows multiple rows of data for the same campaigns.

Status: Resolved

inTouch: Email Rate

Issue: The handlebar for displaying Rate on an email was displaying as HTML vs. rate.

Status: Resolved

inTouch: Mobile Application

Issue: inTouch on the mobile application icon was not displaying.

Status: Resolved