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
    • For more information on the market, click HERE
    • For more information on the Prospect Board and data specific to a prospect, click HERE

 

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


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