During the scheduled maintenance window, we released the following items to the production environment with new features, services, and enhancements.
Investors
NEW Production Data
- Production data is now available to help investors understand their clients' origination activities
- For more information, click HERE
Prospect Marketing Improvements
- New custom field filter added to the Prospect Board
- History added to every prospect record to track changes such as status, re-assignments, and more
- Production data now available within the Market and Prospect details
Manage Channel Settings Enhancements
- Enhanced navigation and updated appearance which allows users to see all current settings for multiple channels at a glance, less clicks
- History added to show an audit log of all recorded settings changes
- Please Note: The alert settings history will be added in a future release
- For more information, click HERE
- Please Note: The alert settings history will be added in a future release
Bugs Fixes:
- Social Accounts link on Individual NMLS page now directs to correct page
- Owner icons corrected on scorecard findings
- Decreased loading time for scorecard judgement and lien findings
- When selecting a client from the Prospect Marketing map, users are directed to correct page