[Product Update] Features Released in April 2017

April 26, 2017
5min read

This month's software update is all about working smarter and getting even more customization where you need it.

Plus, moooore payoff letters!    

Reports: Customize Completely and Save Your Favorites

  • Customize columns - configure your reports with the columns you want
  • Save reports - name and save your custom reports to get reports about your open portfolio, closed portfolio, deal flow, marketing, attorneys, investors, and more anytime with one click
  • Case-level and lien-level filters - filter by both case-level and lien/funding-level and get updated totals and custom reports that fit your business


New User-Friendly Applications Workflow

  • New design - improved user interface and experience to make processing new applications faster and easier
  • Filter by multiple statuses -  filter your applications by one or more status for increased flexibility to determine your workflow.
  • More sorting options - sort by follow-up date, creation date, and requested amount
  • New "Rejected" page - rejected applications are stored and organized on their own page to help you with re-engagement marketing, funnel analysis, and coaching your team

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Email Notifications On...

  • New applications - pick which users get email notifications when new application are started via the web form > Mighty integration
  • User assignments - receive email notifications when you're assigned to a case by someone on your team
  • Status changes - receive email notifications when status of your assigned cases are changed, like from "Processing" to "Approved"


Other Goodies

  • User change auto-logs in activity feed - automatic audit trail of when users are assigned to cases and when
  • User permissions 2.0 - set 8 new user-specific permissions including who can generate contracts, approve applications, and log returns
  • Multiple custom payoff letters - upload multiple custom payoff letter templates and download the one when you want, when you want it
  • Lien statements on attorney/law firm search page - one-click generate case status update letters directly from your attorney and law firm search pages

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