Highlights

New Application Fields

The following new fields have been added and can be used in application sections, custom queues, inTouch logic, or anywhere else application field data is present.

External Contact/Partner Data: ability to use more related fields for marketing logic or custom queues

Sixty-five existing partner fields can now be used in applications, custom queues, inTouch, custom filters, and anywhere application fields can be included in logic.

Other Enhancements / Updates

Last Action and Last Action Date fields can now be used for custom filter and inTouch logic

Admins/users can now set a filter or action based on the last action associated to a lead or the date that action occurred. Lead History summarizes all the actions that have occurred on a lead. Any of those in the list can be used.

TPO integrations and Partner Creation API will now check for duplicates by Partner Type

When a new partner is created, the system will check for duplicates based on Partner ID (typically NMLS# or MLSID) and Partner Type.

MeridianLink and LendingQB LOS

Insellerate expanded the integration functionality by adding:

• Ability to create records on the LendingQB “Lead” object

• Added the LendingQB “ID” attribute as an Applicant tag.

Bugs

Inflow 2.0

Issue: Notes were not expanding so the user could reach historical notes.

Status: Resolved.