We’re pleased to announce that the following new features are now available:
Automated Actions now support Timed Sequence mode. This mode allows the creation of a chain of actions with delays in between, as well as conditional stops and planned start timings. Sequences have their own mark on the Automated Actions configuration page. Saving changes in Timed Sequences is flexible and offers different options for applying changes.
We have also introduced several enhancements:
Ordering, updating, and associating Credit Reports are now available as Loan Editor Actions options. Loan Editor Actions over Credit Reports are accompanied by modal dialogs that allow users to input necessary data.
Email Templates now support adding special links, enabling the inclusion of links to the company website, Realtors portal, and applications in emails.
Tasks can be created and assigned when assigning Broker Type Conditions.
The Portal Loan Number is no longer available in the Pipeline configuration.