New Features/Enhancements

Highlights

inFlow: Open Leads Take Permissions

What does this mean to Sales Managers?

New permissions were added to prevent the loan officer, the primary lead, from being unable to take the lead out of Open Leads. Contact Customer Support to add this permission.

Admin: User Registration Additional Fields

What does this mean to Admins?

A new section called Script Fields was added below the Third-Party Information section. Admins will have eight additional fields for internal use. These fields can be customized to add information for users with custom names. The fields can be displayed in sections in the Application Panel.

Open

Bugs

Encompass TPO

Issue: The Encompass TPO is not creating some branches and is incorrectly assigning some contacts.

Status: Resolved