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

 




New Features, Services, and Enhancements




All Users






  • License Records – Throughout the system license records have been updated to show NMLS “renewed through” date. (Enhancement)

Link: Licenses


 


  • TPO Registration Date – We now made it more convenient for Lenders and TPOs to view the registration date of when the client originally created their profile in Comergence straight from the top of the Client Account!  (Enhancement)

 

Link: Registration Date


 


  • Renamed & Reorganized Sections of TPO Accounts – The Company section has been renamed to “Account” and the Relationships to “Account Information”. Insurance and Bonds, Underwriting and Origination Methods have now been moved to the “Account Information” section. (Improvement)


  • Social Media Profiles – TPOs can now add their social media profile links to their own contact records and make them viewable to their lender partners. We will be adding additional functionality and offering Lenders and TPOs Social Monitoring Services as we believe cyber compliance should not be overlooked! (New Feature)

Link: Contacts


 


Partnered Lenders


  • New Invite Status - An Invite status of “canceled” has been added to the invite board in the event an invite has reached its expiration date or a lender chooses to manually cancel any invite directly from the Invite board. (Enhancement)

 

Link: Invites


  • Custom Invite Expiration Setting -  Lenders asked for more control over how they manage invitations to apply so we've added a custom setting option to allow lenders to set a number of days for invites to be valid and auto cancelled. NOTE: Default set to 30 days for new invites. (New Feature)

 

Link:  Manage Channels




  • Acquisition Report - Now available for all Lenders, as well as ComergenceCRM users. (Enhancement)

Link: Clients - Report Tab

  • Scorecard Historical NMLS Records -  Improved the scorecard to include NMLS removed records. (Improvement)

Link: Scorecard

  • Location Statuses – Location Statuses within the 'Channels' section of a client profile have been improved to include removed locations that were removed by NMLS from the NMLS Database. Comergence never deletes this information so we implemented an icon that will allow lenders to see these locations and identify them as removed by NMLS. (Improvement)



 

ComergenceCRM Lenders 


New Features and Enhancements



  • Add Prospect Map -  Comergence wanted to make it easier for our CRM users to add and locate prospects. Especially with anticipation of our Mobile App users, the ability to add prospects from map feature has now been added. (Enhancement)



  • Activity Email Notification - Email notification are now sent to the assigned user when an activity is created for them or assigned to them. (New Feature)

Link: Activities

  • Email Campaign - We've added email marketing to ComergenceCRM - a new and better way to communicate with your clients and prospects AND stay compliant. Users can now subscribe and unsubscribe contacts to email campaigns via CRM is available for lenders that are utilizing Comergence Email Marketing. This feature is permission based and also allows lender CRM users to send approved email templates directly through ComergenceCRM as well as track and monitor email activities and statistics per contact. (New Feature). 


  • Lender Permissions Updated - Email Campaign related permissions have been added to lender roles. These permissions are defaulted 'OFF' and will need to be checked on for any roles that should have these new permissions (Improvement) 

 


 

TPOs


New Features and Enhancements


  • TPO Home Page - Invite Expiration Date - With the introduction to allow lenders to set expiration dates for invites to apply, Comergence has also added the expiration date to be displayed for TPOs to view within the invite details on the Home Page. (Enhancement)


Link: TPO Home Page


  • Audit Log - Within individual contact information, the Audit Trail and Login History have been combined in one tab that includes a drop down for filtering. (Enhancement)

Link: Audit Log 

  • Production Section Update - An overview of company's historical production and access to neighborhood watch feature for FHA one and two-year performance scores.

Link: Production
 




Bug Fixes


Partnered Lenders

  • Owners with Mortgage and Financial Sanctions – Previously owners that had NMLS reported Mortgage and Financial Sanctions (MFS) would display within the MFS section but not reflect within the “owners” section of the score card. This has been corrected (Bug Fix)