During the scheduled maintenance window, we released the following items to the production environment for Realm. 

 

 

New Features, Services, and Enhancements

 

Partnered Lenders

 

  •  ComergenceCRM - NEW SERVICE NOW AVAILABLE! Unlike other CRM solutions, your client and prospect data is already loaded. Includes: Market growth indicators, market forecasts, task management for client and prospect activity tracking, territory management, and more! Plus, it is completely integrated with Comergence and your application workflow! Contact Comergence for additional information and price quotes at [email protected]. (New Feature)


 
  •  Skip Logic Questionnaire – This uniquely powerful, enhancement provides lenders with even more customization! Skip Logic, provides flexible question routing for your prospective clients. Routing rules can be based on highly specific combinations of previous answers, and applied to any subsequent question. (Enhancement)


Question Types:


You can apply Question Skip Logic to the following question types:

  •   Free form
  •   Multiple Choice (picklist)
  •   Yes, or No

 

 

  • Alerts – Additional filters were added so lenders can select by alert type and subtypes allowing users find their alerts quickly. (Enhancement)


 

  •  Invite – Based on client feedback, Lenders will now, only select one contact when sending invites to a client. The list of contact(s) available are now only those with the edit application permission. (Enhancement)

 

  • New Invite Board – Previously, lenders had to navigate to each client’s profile to see and manage their invitations for their clients. Now, this new Invite board will allow users to see all current and historical invites with final statuses, all in one place! (New Feature)

  • Confirmation message - Application status confirmation message (Improvement)


  • Channels section within TPO Profile now shows prospecting information as well as account and invite information. (Enhancement)

 

TPOs

 

  • At least one user must have access to roles and permissions. TPOs are now forced to have at least one administrator on the client account. (improvement)

  • Error message is now copied at the bottom of all questionnaires when all answers were not provided (enhancement)

  •  “Error and Omissions” renamed “Errors and Omissions” (fix)