Software Release Notes

All
Sales Engine
MyLoanOfficer
SE - New Feature
SE - Feature Improvement
SE - Patch
MLO - New Feature
Sales Engine // Version 1.8 // 10.16.2017

New Feature: Redesigned SE Tools tab

Improvement of SE Tools tab layout & addition of BayDocs LOS integration

Sales Engine // Version 1.7.1.1509991541 // 08.04.2017

Patch: RV Exporting issue for Maximum Claim Amount (MCA)

Maximum claim amount error when exporting a record to ReverseVision LOS

Sales Engine // Version 1.7.1 // 07.10.2017

Feature Improvement: Addition of custom HTML code to workflow automation rules

Ability to embed custom HTML code into workflow automation emails.

MyLoanOfficer // Version 1.1 // 05.31.2017

New Feature: About Us / About Me option

Ability to specify a page to feature an individual or company page.

Sales Engine // Version 1.7.0.1509992010 // 05.03.2017

Patch: Broken email notifications in SE

Elimination of numerous internal SE notifications for a broken email account connection.

Sales Engine // Version 1.7 // 05.03.2017

New Feature: IP access alert

IP Access Alert (available for additional monthly fee)

Sales Engine // Version 1.6.1 // 04.07.2017

Feature Improvement: Custom fields available in list views

The inclusion of custom fields when building a specific SE lead record view.

Sales Engine // Version 1.6 // 01.04.2017

New Feature: Assigning a saved 'stack' as default view

Addition of user-defined 'default' record list view.

Sales Engine // Version 1.5.1 // 12.28.2016

Feature Improvement: Addition of global stacks to dashboard

Global (company) stacks can be included on the SE dashboard

Sales Engine // Version 1.5 // 12.28.2016

New Feature: Scheduling reminders for other users

Scheduling a reminder on behalf of another SE user

Sales Engine // Version 1.4.3 // 12.21.2016

Feature Improvement: Name tokens added to workflow automations

Name tokens/fields added to workflow automations.

Sales Engine // Version 1.4.2 // 12.20.2016

Feature Improvement: Upload image to email signature profile

Addition of image uploading for SE user email signatures (footers).

Sales Engine // Version 1.4.1 // 12.09.2016

Feature Improvement: Archive tool field history

Addition of field history to record archive tool.

Sales Engine // Version 1.4 // 12.07.2016

New Feature: Workflow purging added

Ability to remove (purge) a workflow preventing any further automated actions or rule execution.

Sales Engine // Version 1.3.2 // 12.06.2016

Feature Improvement: Partner quick-lookup

Quick lookup when assigning a SE partner to a lead record.

Sales Engine // Version 1.3.1 // 11.28.2016

Feature Improvement: Bulk assignment of workflow automations

Added the ability to bulk assign workflows.