🛠️IMPROVEMENTS
Ability to run AUS for borrowers with a thin credit file
Loan import update for properties that have no market value on import
Default mapping set up for LeadMailbox
Add Broker Fee “Fee Paid By” to the pipeline view
Company landing pages will now display your company logo
Ability to modify UTM parameters on the borrower contact
the UTM fields that appear on the pipeline will pull from the "First Seen"
Ability to input optional tracking parameters on personal and company landing pages
🚀New Features
Co-Branded Referral Page Creation
We are excited to introduce a powerful new feature: co-branded application links. Now, you can create a co-branded referral landing page for any partner directly from the business contact page.
These co-branded pages help build trust with clients by leveraging the strong relationships of two reputable brands. Whether for a unique loan originator or the entire company, these pages are designed to enhance your marketing efforts and expand your referral network.
To create a co-branded landing page, simply navigate to the business partner's contact page and click Create Partner Page. It's that easy!
Boost your client engagement and strengthen partnerships with this new feature today!
If you want to see which referral partners are bringing in which leads, you can see this on the pipeline by adding the column `Referral Source`
🐛 Bug Fixes
The primary processor is now appearing in the pipeline
Zapier update to ensure correct milestone is getting sent
The liability checkmark goes away after its paired to an reo