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LoanEngage - 18.3 Release Notes

 

New Features

Encompass CRM Sync

The Velocify 18.3 Major Release provides a more integrated experience between Encompass CRM and Velocify LoanEngage.

 

Leads created in LoanEngage are being exported to Encompass CRM instantaneously, with more than 100 fields synchronized between the two applications.

 

This is a one-way data sync from LoanEngage to Encompass CRM; the lead can only be edited in LoanEngage.

 

NOTE: Available to pilot program participants only. Functionality will be available to all customers in a future release.

 

 

Velocify Leads must satisfy the following criteria for a successful sync to Encompass CRM:

 

  • First Name, Last Name, and Email

 

 

  • Assigned to a user mapped to Encompass CRM

 

 

 

Records exported from LoanEngage will be created as Leads in Encompass CRM

 

 

 

Encompass CRM Single Sign On (SSO)

Starting with this release, Encompass CRM and Velocify LoanEngage users can access both the applications using a single set of login credentials. You must enable pop-ups in your browser for SSO to work.

 

NOTE: Available to pilot program participants only. Functionality will be available to all customers in a future release.

 

 

To Access Encompass CRM from LoanEngage:

 

  • From your Velocify LoanEngage instance, click the Encompass CRM link on the top right corner of your page.


 

  • This launches your mapped Encompass CRM instance.

 

 

 

NOTE: If your Velocify and Encompass CRM instances have not been mapped, the Encompass CRM login page will display. Enter your credentials to log into Encompass CRM and map your accounts. Authentication will be required for both the applications only for the first time you attempt to log into the applications. For subsequent logins, authentication will no longer be required and you can switch between the applications seamlessly.

 

 

Feature Enhancements

Redesigned Leads/Calls Buttons

The Leads and Calls (if Dial-IQ is enabled) button at the top left of every page has been modified from a button to a toggle to display if the feature is enabled/disabled.

 

Sorting on Search Results

With the LoanEngage 18.2 release, users were not able to sort their search results by column headers. This functionality has been restored so that when you search across multiple fields (e.g. first name and last name), the most likely results are displayed first. You can then sort the results by column header.

 

Expanded Fields for Use in Email and Other Campaigns

LoanEngage has expanded the current field options under Client Settings to better fuel pre-populated outbound email or SMS communications for custom campaigning and to support an even increasing list of content offerings in future releases.

The highlights of theses expansions are:

  • Company with 18 fields added: 8 alternative URLs for redirecting consumers, Company's own Unsubscribe URL and 10 other compliance enrichment options alternatives
  • User with 2 fields added; (User Branch Name, User DBA Name)
  • Retail Mortgage Settings with four fields (LO Personal Logo, LO Signature image, LO Personal URL and LO Social Media Link)

 

Campaign Renamed to Lead Source

Field name Campaign has been updated to Lead Source. Existing use of Campaign (filters, reports, field tags, API calls, etc.) will still be supported, only the interface has been updated to reflect the new field name.

 

Change in Password Expiration Requirements

To ensure account security, Velocify will require all databases to set a password expiration of 180 days. You can decrease this so that your passwords expire before 180 days.

To update your password settings, go to Menu >Client Settings> Password Requirements.

 

 

Password expiration must be between 10 and 180 days. With the Velocify 18.3 release, you will not be forced to update your password. Your password will expire 180 days after the release occurs. If you have already set a password expiration between 10 and 180 days, that setting will be preserved.

 

LoanEngage Presentations Widget removed from Dashboard

New customers (or those not actively using Mortgage Coach Presentations) will no longer see the presentation widget box in the right corner of the dashboard enabling a simpler view for loan officers and up to 15 prioritized leads (up from 10) immediately viewable. The Dashboard view for active clients of Presentations by Mortage Coach will remain unchanged.

 

LoanEngage Partners List View Extended

The maximum viewable list of partners has been extended past 200 to up to 2000 paginated partner listed page views.

 

LoanEngage Borrower Phone Visibility and Click to Dial

Borrower phone numbers will now be shown on the Dashboard (and Partner tab) for convenience.

 

Users with Dial-IQ services enabled will also be able to use live Click to Dial when clicking any phone number.

 

 

 

LoanEngage Partners Tab Capacity Extended 

 

The maximum VIEWABLE list of partners has been extended from 200 to 1200 potential partners.

 

SMS Sound Notification

A sound will play when a new SMS message is received from a lead. The User assigned to the lead will hear the sound.

 

Number of Duplicate Leads Now Limited to Ten

Starting with this release, the number of duplicates on a lead have been reduced to ten. For example, if there are 10 duplicate leads, and an 11th lead is added, the oldest duplicate lead will now be replaced by the 11th lead, keeping the total of duplicate records to 10.

 

 

Fixed Issues

The following issues have been fixed with this release:

  • Verify Email Link: The Verify Email link in the user notification panel was broken so that you could not verify your email address without administrator help.

 

  • Distribution Global Filters Occasionally Disobeyed: The global filters set on distribution programs were occasionally disobeyed on some instances.

 

  • SMS Fields in UTC Time Zone in Custom Reports: The SMS fields added in 18.2 were displaying UTC time when accessing the data using custom reports. This has been addressed so that it reflects your time zone.

 

  • Lead SMS Replies Did Not Populate in Chat Window: This has been fixed so that clients can now receive SMS messages.

 

  • Possible Now Integration and Do Not Call (DNC) Phone Numbers Appending Extra Digits to Lead Phone Numbers: This has been fixed to allow sending SMS messages to lead phone numbers; ability to send to DNC/expired Possible Now numbers via template will be addressed in a future release.
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