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Release Notes 146- 7/6/23

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New Features/Enhancements

Highlights

Content Library

Social Media

What does it mean to Loan Officers, Marketing Managers, and Managers?

Introducing an exciting addition to our content library! Our new feature enables users to create captivating social media posts for their Facebook Business Page effortlessly. Users can easily tailor their posts to suit their preferences with the option to include images and customizable content. Depending on their permissions, users may be able to edit the post before pushing it live. Whether you want to share instantly or schedule for a future date and time, the choice is yours. Simplify your social media presence and maximize engagement with this powerful tool.

Related Articles: Content Library Navigation Content Library Options Creating | Editing Content Creating Content using Document Upload - Static

Content Approvers Permission to Edit

What does it mean to Content Approvers?

Content approvers will have the ability to edit content sent for their approval. The creator of the content will remain the same in the system.

Filter Content Panel User Experience

The left panel has been updated, including fonts and sizing changes to allow more filtering options to be displayed without scrolling on the screen.

Email Content Editor Enhanced

The content editor has been updated to allow users to search for merge tags. This is available in the Content Library and inTouch.

  • Merge Tags: Ability to Search

  • Anchor Links: Hyperlinks in emails to take readers to specific paragraphs within an email

  • Video: Links to TikTok option

  • Banners: Orientation Options for Veriticle, Square, and Horizontal

  • HTML Block: copy in HTML from your design software

Related Articles:Creating Content Using the Regular Editor

Encompass TPO

New Branch fields are available in inTouch or in the inFlow Application Panel.

 See Fields

External Contact Referral Partner Company
External Contact Referral Partner Company Link
Partner Company Name
Partner Company Channel Type Ids
Partner Company Tpo Id
Partner Company Company Code
Partner Company Owner Name
Partner Company Phone
Partner Company Email
Partner Company Website Url
Partner Company NMLS ID
Partner Company City
Partner Company State
Partner Company Address 1
Partner Company Postal Code
Partner Company Loan Product Type Ids
Partner Company Loan Purpose Type Ids
Partner Company Organizational Name
Partner Company Approval Status Id
Partner Company Sales Representative User Id
Partner Company Link
Partner Company Approval Status Name
Partner Company Channel Type Names
Partner Company Loan Product Type Names
Partner Company Loan Purpose Type Names
External Contact Referral Partner Branch
External Contact Referral Partner Branch Link
Partner Branch Name
Partner Branch Channel Type Ids
Partner Branch Tpo Id
Partner Branch Branch Code
Partner Branch Owner Name
Partner Branch Phone
Partner Branch Email
Partner Branch Website Url
Partner Branch NMLS ID
Partner Branch City
Partner Branch State
Partner Branch Address 1
Partner Branch Postal Code
Partner Branch Loan Product Type Ids
Partner Branch Loan Purpose Type Ids
Partner Branch Organizational Name
Partner Branch Approval Status Id
Partner Branch Sales Representative User Id
Partner Branch Link
Partner Branch Approval Status Name
Partner Branch Channel Type Names
Partner Branch Loan Product Type Names
Partner Branch Loan Purpose Type Names

KAT-14464 - Getting issue details... STATUS

Bugs

Encompass TPO Branches and Contacts

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

Status: Resolved

Meridian Link TPO

Issue: Meridian Link not creating contacts.

Status: Resolved

Alerts Failing to Update

Issue: Alerts failing to update.

Status: Resolved

Content Library

  • Task Creation by Permission

Issue: If a user puts in either a role or branch, they could initiate a task with the template. Both should be required prior to starting a task.

Status: Resolved

  • HTML Editor

Issue: When a user edits content using the HTML editor, the system updates the editor to the creator.

Status: Resolved

  • HTML Permissions

Issue: The branch permissions, when set using the HTML editor, were reflecting the permissions of the admin.

Status: Resolved

  • HTML Signature Tokens

Issue: Uses can now add Branch Signature tokens while using the HTML editor.

Status: Resolved

AgentConnect

  • Subject Line when using Email to Agent

Issue: The “From” message needs to show the Loan Officer information.

Status: Resolved

  • My Archive

Issue: Search and Sorting of users is causing error messages.

Status: Resolved

  • Branch Limit

Issue: Branches limited at 50 now expanded to 100.

Status: Resolved

Distribution Groups

Issue: Notifications are not displaying the updates or completions.

Status: Resolved

Mobile Application

Issue: The mobile application was not allowing outbound calls.

Status: Resolved

*AgentConnect information is added early to accommodate the varied time between standard releases.

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