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.
150 New Custom Fields |
Nickname |
Nickname - Co |
POS File Owner |
POS GUID |
Number of Units |
Loan Product Name |
Escrow Payment |
Current Loan Payment (PITI) |
Proposed Loan Payment (PITI) |
Flood Insurance Requested Date |
Flood Insurance Received Date |
Flood Insurance Required |
Processor Email |
Monitor Base Alert Type |
Monitor Base Alert Category |
Monitor Base Alert Playbook Url |
Open Close Invite Link |
Open Close Section Completed |
External Contact / Partner Data: ability to use more related fields for marketing logic or custom queues
65 existing partner fields can now be used in applications, custom queues, intouch, custom filters, and anywhere application fields can be included in logic. View full list here.
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. Review a list of all the different actions that can occur.
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. There are use cases where part
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 user could reach historical notes.
Status: Resolved.