During the scheduled maintenance window, we released the following items to the production environment with new features, services, and enhancements.
Investors
New Solution Center
- We have enhanced and replaced the Company Information page with the new Solution Center with a completely revamped layout where investors can promote their brand and showcase their products and services.
- This new enhancement will provide Investors more customization, and more information for prospective clients.
- For more information, click HERE
Solution Center New User Permission
- A new user permission, ‘Group’ was added, called Solution Center
- A new user permission, ‘Manage Solution Center’ was added.
- For more information, click HERE
Enhancement – Application board
- Investors can now approve a client in multiple channels from the Application board.
- For more information, click HERE
Enhancement – Prospect Board- show all pre-filtered values
- Previously users had to select ‘show all filters’ to view all available filters and this enhancement will now show all filters available as a default.
- For more information, click HERE
Lenders
NEW – Solution Center
- The Partner tab was replaced with the new Solution Center to make it easier than ever to find and connect with the right investor.
- New Filters added with lender’s needs in mind to find the perfect Investor lenders are looking for!
- Tags
- Loan Programs
- All Investors/My Investors
- “Apply Now” tab was added within each investor profile for lenders to apply to investors.
- Please Note-Users who want to apply to investors in the Solution Center must have the 'Application' user permission.
- For more information, click HERE