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

New Features, Services, and Enhancements

Partnered Lenders

Application Date - A Date stamp is now included on printable view of application, signifies date of completion. If printed you will now see the application "as of" date (Improvement)

Alternate Assignee - Lenders now have the ability to add an "ALT Assignee" to applications. Helpful to organizations that have multiple processors or analysts reviewing applications. This field is also visible from the applications board to help with tracking.

Link: Alternate Assignee

ComergenceCRM Lenders - Now Concierge!

New Market Filters - Multiple market filters have been added to the market page. Searching the market is faster and more efficient. Saving you time in locating the specific prospects that meet your criteria!

Save Filters on Market - Lenders now have the ability to save selected filters on the market page. Using your preset filters will allow you to save time when running the same search again at a later date.

My Territory Search - From the market page users now have the ability to search by the territory they are assigned to. Allowing users view a list of clients specific to their territory.

Link: Market

Territory Enhancements- To make territory management easier for our Concierge users, Comergence has removed multiple restrictions. Users with permissions are now free to create any territories with any geographies and assigning multiple users to the same territories.

Link: Manage Territories

MCR Analytics - MCR (Mortgage Call Report) Analytics allows Comergence Concierge Partners the ability to view a collection of all their client's production volumes. These numbers are pulled from the MCR Data clients enter within their Accounts. Several sections are highlighted and will have a "Contact Us" message. These sections require partners to contact Comergence for integration. This will allow partners in getting automated comparisons based on the volumes the organization is actually getting from the market of existing clients, and more!!

Link: MCR Analytics

Campaigns- Lenders with Comergence Email Marketing can now view all their Campaigns in Realm and manage their subscriptions. This means multiple users can now help manage these campaign functions and no longer have to log into a separate site! Included is the ability to see full campaigns details and reporting. Please note: new campaign permissions are defaulted off.

Link: Send a Campaign

Market License Type - License Type filter will now display only licenses associated with the state that you have selected in your search criteria.

Relocated Prospects Sub Menu - Prospects sub menu has been moved from under the Clients top-menu into Concierge top-menu.

Relationship Icon- The relationship icon is now clickable on Market page and in Global search. By clicking on relationship icon, user can see the same data as in Channels section of a Client.

TPOs

Social Media- NEW! Now available for all TPOs! This leading-edge industry solution addresses the growing need and seemingly insurmountable task of monitoring social and digital media communications within a regulatory framework. On demand audit reports, controls with scheduled automated audits, and record retention for social compliance is done so from the 'Social Compliance' tab. Contact us for more details.

All Users

New information on Branch Locations- When clicking on a branch location users can now see not only branch managers and DBAs, but can also see all originators working for that location and their licenses.

Removed from NMLS - New indicator on client profiles shows those removed from NMLS.
Indvidual NMLS - All Locations and Mortgage Financial Sanctions associated to an MLO, are now visible on all Individual NMLS pages. Easily identify who's page you are on with addition of the MLO's name in the top header.