New Features/Enhancements

Highlights

Login: New Login Process

What does it mean for all Insellerate users?

You can continue to use your last email and password to log in to Insellerate. If you have any issues logging in, follow the password reset process.

Password Reset Job Aid

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inTouch: Inactive Paths Do Not Count Toward Your Allotted Total

What does it mean for all Marketing Managers and Admins?

Now when a path is marked 'Inactive,” it will not count toward your total of 35 allowed paths.

User Preferences: Borrower Default Type

What does it mean for Loan Officers and Sales Managers?

In the User Preference section, you can now set the inFlow default to either show the Customer or the Partner view.

inFlow: Partners Other Field Customization

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

When an organization uses an Other Field for a Partner, that field will show the custom name in inFlow and inTouch engagement tokens. Visibility to the custom field name will improve the user experience by seeing the category name for the data contained in the field.

inSight: Referral Partner Report

What does it mean for Loan Officers, Sales Managers?

You can now see the Primary Agent as a column in the Referral Partner Report.

Bugs

inSight: Call Recordings

Issue: Ring Central calls were not playing back entire calls.

Status: Resolved

inSight: Adding a Partner

Issue: When creating a partner in a browser other than Chrome, duplicates were occurring.

Status: Resolved

inSight: SMS Report Team/Agent Selection

Issue: The SMS report pulled in the correct data using the Team/Agent drop-down.

Status: Resolved

inSight: Date filter

Issue: The date filter was not correctly pulling in results.

Status: Resolved

inLead: Campaigns ICR Ring All

Issue: When a lead goes through Ring All every prospect was going through lead exceptions

Status: Resolved

inTouch: Removing an Email User from Task

Issue: Removing an Email User from a Task was causing a system error.

Status: Resolved