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User Preferences: Users can set their preferred Home Page
What does it mean for all users in Insellerate?
You can use User Preferences to set your default login screen to the Main Dashboard, My Pipeline, Partners, or the inFlow screen.
User Profile: Pictures available inTouch
What does it mean for Loan Officers, Sales Managers, and Marketing Managers?
The picture uploaded to your user profile will be available on inTouch engagements. If you are an AgentConnect client, the image will also be available in AgentConnect.
Follow-Ups: Completion added to Application Lead History
What does it mean for Loan Officers and Sales Managers?
As you mark follow-ups complete, they will show in the Application History.
Learn more about Follow-Ups and Lead History in the following videos:
inFlow: Click-to-Call Default Caller ID
What does it mean for Loan Officers and Sales Managers?
When a user clicks to call in Insellerate, and the Caller ID field is blank, it will display the work number in the user ID to the client.
inFlow: Partner Consent Bypass
What does it mean for Loan Officers and Sales Managers?
When adding a partner, and the associated partner has granted consent for SMS, the consent will apply to all applications associated with the partner. You can text the partner on any associated application without asking for additional consent.
Admin: Custom Queue Removal Timers
What does it mean for Admins?
After an application is taken from a custom queue, this enhancement will allow the administrator to define the amount of time until a lead can be taken from any custom queue. Admins can set a timer at each custom queue level. Timers can be set in minutes and hours.
Integrations: Mortgage Coach
What does it mean for all Insellerate users?
We are mapping and bringing in new fields for clients that use Mortgage Coach. If you are using Mortgage Coach and want to integrate with Insellerate, talk to your Customer Success Manager or open a ticket with Customer Support.
Program 1 Application Program Id Program 1 Category Id Program 1 Rate Type Id Program 1I interest Only Program 1 Loan Term In Months Program 1 Amortization Term In Months Program 1 Doc Type Program 1 PrePayment Penalty Program 1 Total Other 800 Fees Program 1 Offer Description Program 1 Canned Text Program 1 Customized Message To Borrower Program 1 Offer 1 Application Program Offer Id Program 1 Offer 1 Transaction Type Program 1 Offer 1 Loan Amount Program 1 Offer 1 Interest Rate Program1 Offer 1 Discount Points Program 1 Offer 1 LockTerm Program 1 Offer 1 PI Payment Program 1 Offer 1 MI Payment Program 1 Offer 1 Down Payment Program 1 Offer 1 Down Payment Option Program 1 Offer 1 APR Program 1 Offer 1 Origination Fee Program 1 Offer 1 Origination Fee Option Program 1 Offer 2 Application Program Offer Id Program 1 Offer 2 Transaction Type Program 1 Offer 2 Loan Amount Program 1 Offer 2 Interest Rate Program 1 Offer 2 DiscountPoints Program 1 Offer 2 LockTerm Program 1 Offer2 PI Payment Program 1 Offer 2 MI Payment Program 1 Offer2 DownPayment Program 1 Offer 2 Down Payment Option Program 1 Offer 2 APR Program 1 Offer 2 Origination Fee Program 1 Offer 2 Origination Fee Option Program 1 Offer 3 Application Program Offer Id Program 1 Offer 3 Transaction Type Program 1 Offer 3 LoanAmount Program 1 Offer 3 InterestRate Program 1 Offer 3 DiscountPoints Program 1 Offer 3 LockTerm Program 1 Offer 3 PI Payment Program 1 Offer3 MIPayment Program 1 Offer 3 DownPayment Program 1 Offer 3 Down Payment Option Program 1 Offer 3 APR Program 1 Offer 3 OriginationFee Program 1 Offer 3 Origination Fee Option Program 2 Application ProgramId Program 2 Category Id Program 2 Rate Type Id Program 2 Interest Only Program 2 Loan Term In Months Program 2 Amortization Term In Months Program 2 Doc Type Program 2 Pre Payment Penalty Program 2 Total Other 800 Fees Program 2 Offer Description Program 2 Canned Text Program 2 Customized Message To Borrower Program 2 Offer 1 Application Program Offer Id Program 2 Offer 1 Transaction Type Program 2 Offer 1 LoanAmount Program 2 Offer 1 InterestRate Program 2 Offer 1 DiscountPoints Program 2 Offer 1 Lock Term Program 2 Offer 1 PI Payment Program 2 Offer 1 MI Payment Program 2 Offer 1 Down Payment Program 2 Offer 1 Down Payment Option Program 2 Offer 1 APR Program 2 Offer 1 Origination Fee Program 2 Offer 1 Origination Fee Option Program 2 Offer 2 Application Program Offer Id Program 2 Offer 2 Transaction Type Program 2 Offer 2 Loan Amount Program 2 Offer 2 Interest Rate Program 2 Offer 2 Discount Points Program 2 Offer 2 Lock Term Program 2 Offer 2 PI Payment Program 2 Offer 2 MI Payment Program 2 Offer 2 Down Payment Program 2 Offer 2 Down Payment Option Program 2 Offer 2 APR Program 2 Offer 2 Origination Fee Program 2 Offer 2 Origination Fee Option Program 2 Offer 3 Application Program Offer Id Program 2 Offer 3 Transaction Type Program 2 Offer 3 LoanAmount Program 2 Offer 3 InterestRate Program 2 Offer 3 DiscountPoints Program 2 Offer 3 LockTerm Program 2 Offer 3 PI Payment Program 2 Offer 3 MI Payment Program 2 Offer 3 Down Payment Program 2 Offer 3 Down Payment Option Program 2 Offer 3 APR Program 2 Offer 3 Origination Fee Program 2 Offer 3 Origination Fee Option Program 3 Application Program Id Program 3 Category Id Program 3 Rate Type Id Program 3 Interest Only Program 3 Loan Term In Months Program 3 Amortization Term In Months Program 3 Doc Type Program 3 Pre Payment Penalty Program 3 Total Other 800 Fees Program 3 Offer Description Program 3 Canned Text Program 3 Customized Message To Borrower Program 3 Offer 1 Application Program Offer Id Program 3 Offer 1 Transaction Type Program 3 Offer 1 Loan Amount Program 3 Offer 1 Interest Rate Program 3 Offer 1 Discount Points Program 3 Offer 1 Lock Term Program3 Offer 1 PI Payment Program 3 Offer 1 MI Payment Program 3 Offer 1 Down Payment Program 3 Offer 1 Down Payment Option Program 3 Offer 1 APR Program 3 Offer 1 Origination Fee Program 3 Offer 1 Origination Fee Option Program 3 Offer 2 Application Program Offer Id Program 3 Offer 2 Transaction Type Program 3 Offer 2 Loan Amount Program 3 Offer 2 Interest Rate Program 3 Offer 2 Discount Points Program 3 Offer 2 LockTerm Program 3 Offer 2 PI Payment Program 3 Offer 2 MI Payment Program 3 Offer 2 Down Payment Program 3 Offer 2 Down Payment Option Program 3 Offer 2 APR Program 3 Offer 2 OriginationFee Program 3 Offer 2 Origination Fee Option Program 3 Offer 3 Application Program Offer Id Program 3 Offer 3 Transaction Type Program 3 Offer 3 LoanAmount Program 3 Offer 3 Interest Rate Program 3 Offer 3 DiscountPoints Program 3 Offer 3 Lock Term Program 3 Offer 3 PI Payment Program 3 Offer 3 MI Payment Program 3 Offer 3 Down Payment Program 3 Offer 3 Down Payment Option Program 3 Offer 3 APR Program 3 Offer 3 OriginationFee Program 3 Offer 3 Origination Fee Option
Bugs
DATA IE
Issue: The Property Profile-Total Stories returns an inaccurate number based on decimal placement in the data.
Status: Resolved
ICR: Caller ID
Issue: When a client calls an ICR number, the caller ID is not constantly populating accurately.
Status: Resolved
Lead History and Email Report: Content Preview
Issue: In the Lead History and Email Report, the content preview was not correctly displaying the hyperlinks.
Status: Resolved
Admin: Custom Queue Column Order
Issue: Admins could not save the order of columns to display in a Custom Queue.
Status: Resolved
Admin: Branch Branding Associations
Issue: Insellerate allowed a branch to be associated with more than one brand.
Status: Resolved
inTouch: Retry Causing Duplicate Emails to be Sent
Issue: Retry emails were shipped to all that met the criteria, not just failed emails, so clients were getting duplicate emails.
Status: Resolved
inTouch: Task Filters
Issue: Adjusting some filters would only save the last option selected.
