New Features/Enhancements

Highlights

Global Search Results: Interface Update

What does this mean for Loan Officers and Sales Managers?

The Status column was moved to the right of the Campaign. The columns are being expanded to display the full column names and will display the complete phone numbers and application dates.

Open

Team/Agent Dropdown: Ability to Search Teams

What does this mean for Loan Officers and Sales Managers?

The Team/Agent dropdown will only show the matching results.

Open

Partner Workflow Updates

Unlock the power of Insellerate working with your Referral Partners. We are releasing ten new articles today that give you all the details on using the Referal Partner workflow. See how to create Partners, associate leads with Partners, view all associated leads, and see performance reporting.

What does this mean for Loan Officers and Sales Managers?

See all of the Partner Workflow Updates

User Preferences: Default Customer Type Partner

In the User Preferences section, setting the Default Customer Type to Partner will automatically set the Universal Search to Partner results. Also, when you select a partner from the Default Customer Type, it will auto-select the Partner Search.

Open

Add a New Partner Section

Use the new Add New Partner section to Create a Partner in the Web application to associate your referral partner leads.

Open

inFlow: Grouping Leads in the Pipeline Panel for Partner Leads

This enhancement will allow you to group the leads in a section within the pipeline by a specific column. You could group leads by Campaign, State, Last Activity, and more. You can use the Save option to keep this grouping going forward. See more in Viewing Leads Associated with a Referral Partner (Web Application)

Open

Partner Sync to Encompass

If the Encompass Partner contact fields are in the Encompass Reporting database, then Insellerate can bring the field-level data into the application for that client. Contact your Customer Success Manager to update your Encompass mapping. See Creating a Partner in the Web Application:

Note: This will not create a new partner in Insellerate. It just adds it to the individual client application.

Pro Tip: You can use these fields to build relationships with your partners using them in inTouch marketing emails, RVM, SMS.

Partner Registration Grid

See Creating a Partner in the Web Application:

Open

Column names updated to reflect Partner Fields:

Previous Column Name	New Column Name

Previous Column Name	New Column Name
Company	Company Brand
Branch	Company Name (Branch)
Branch Associate	Insellerate System Branch Association

Partner inFlow Sections

New columns are displayed by default in the Partner Customer Type in inFlow.

Open

Status Sections

• Partner Company Legal Name

• Partner Company Org Name

• Partner Branch Name

• Partner Name

• Partner Title

• Phone

• State

• Owner

• Last Activity

• Last Activity Date

• Last Action

• Last Action Date

• Partner Persona

• Last Called

Open Leads

• Partner Company Legal Name

  • Partner Company Org Name

  • Partner Name

  • Last Activity

  • Last Activity Date

  • Phone

  • Owner

  • Last Called

Alerts

• Partner Company Legal Name

• Partner Company Org Name

• Partner Branch Name

• Partner Name

• Last Activity

• Last Activity Date

• Phone

• Owner

• Last Called

• Number of Calls

inTouch: Task Templates Use App Create Date

What does that mean for Marketing Managers?

The App Create Date is now available as a tag in SMS and email templates.

inLead: Realtor.Com Import Template Available for Campaigns

What does this mean for Marketing Managers?

When setting up a Campaign to bring in leads, there is a new template available for leads coming in from Realtor.com.

Open

Admin: Ability to Update Field Views in Custom Queues

What does it mean for Admins?

Currently, admins can not update Field Views that they did not create. This enhancement allows admins to view and edit Field Views associated with their Custom Queues.

AgentConnect Enhancements

What does it mean for AgentConnect users?

AgentConnect your Partner Co-Branding Solution. Add value to your Real Estate Partner relationships using our new add-on product AgentConnect. Create Co-branded Real Estate Flyers and Property website landing pages. These will create leads for both you and your Real Estate Partners. We have new articles and training videos to get you going with the product. Here are some of our most recent updates.

Bugs

API: Reassignment API

Issue: The reassignment API was not allowing reassignment.

Status: Resolved

inTouch Filters

Issue: Negation on filters was not working.

Status: Resolved

inTouch: Renaming Templates

Issue: When renaming a template, a duplicate template was created.

Status: Resolved

inTouch: Renaming Templates

Issue: When scheduling a date, valid dates were showing invalid date errors.

Status: Resolved

inFlow: Partner Registration

Issue: When a user creates a new partner, if they select an existing company name, there is an error.

Status: Resolved

inFlow: Partner Registration

Issue: Campaign and Primary Agent should be required fields

Status: Resolved

AgentConnect: Static Flyers Search

Issue: When using the Static Flyer Search bar, limited search to results from the current page.

Status: Resolved

AgentConnect Landing Page

Issue: The half-bath data was not populating on the landing page.

Status: Resolved