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



New Features, Services, and Enhancements


Partnered Lenders


  • Questionnaire We’ve made it easy for lenders to visualize the skip logic they’ve created for their questionnaires in a diagram. In addition, the diagram is interactive and allows lenders to view the  question and answers selected while viewing the diagram. (New Feature)


Link: Creating and Editing Questionnaires



ComergenceCRM Lenders


  • Market -  CRM users now can now view all company locations from the market page on a map. This helps sales see the geographical location of their market. Market filters are also available to help target and view only clients’ users are interested in. (New Feature)

      Link: The Market


  • Prospect States and Statuses - Prospect States and statuses can now be custom mapped within the “Manage Custom Fields” section. Permissions to this feature are controlled by the “Manage Custom Fields” permission. Default states and mapping comes out of the box to help lenders track and manage their prospects. For example, when a new prospect is created the status is predefined to “New”. However, lenders can create their own mapping, re-order, and remove mapping. Within this section, we’ve added a convenient helpful link to our corresponding help page below. (Enhancement)


      Link: Custom Fields

 

  • Prospects - The “Removed” Prospect state has been renamed to “Closed”.

  • Activities - Activities Reports are now available! Sales and team leaders can now filter and view a summary of information on the activities board. Activity summaries by Assignee are also available here. (New Feature)

       Link: Activities

 

   

  •        Clients -  A Client Acquisition Report is now available within the Clients Board. Filters and summary indicators, provide a    detailed summary of information on Accounts and Prospects allowing lenders to track their conversion rates and average cycle  time, etc. (New Feature)

       Link: Client - Report Section


  • Neighborhood Watch - The Neighborhood Watch section within the client profile has been enhanced with a graph that allows users to compare the last 2 years’ data. (Enhancement)



ComergenceCRM Lenders - NEW SERVICE

  • Email Marketing - ComergenceCRM Email Marketing powers your email communication efforts with the latest in database management, campaign creation and tracking capabilities to effectively and efficiently help you build stronger relationships.  Whether you are targeting new clients or keeping your active clients informed, the system has all the professional features that you require through intuitive and easy to use tools.

 

Advanced Segmentation                             Drag and Drop Designer

Dynamic Personalization                            Template Gallery

Marketing Automation                                 Image Hosting

Social Sharing                                             Attach Files (Unique to our solution!)

Mobile Friendly                                           Custom Dashboard Metrics

 

The email marketing solution is included with the ComergenceCRM ensuring that your third party originator client and prospect data is always kept in sync, alleviating list hygiene efforts and reducing bounce rates. 

 

For more information or questions about ComergenceCRM Email Marketing, contact [email protected]. 


Link: Comergence Email Marketing