Every release should make one thing obvious: your business runs better because of what we delivered. September helps increase visibility for your LOs, expanded use of AI, and another step toward delivering data directly in your hands.
Pipeline Views get more configurable this month: custom columns, advanced filters, a real choice in which loan drives the view, and a new way to see who's unsubscribed right in the list. When it comes to the Mobile App, LOs can now edit contacts and leads, loan association included. See the business, act on it, wherever you're standing.
The AI Scenario and AI SMS Assistants that we launched last month were enhanced. Both can now check an LO's calendar and book the appointment inside a conversation with no hand-off or separate app to open. Less admin work. More time actually building relationships.
A new Task Sync improves the Total Expert for Salesforce integration by adding two-way sync for tasks. Seven new MLS integrations came online. Admins can now lock specific elements in Email Builder so important items, like disclosures, can't be removed.
We're also opening the door on AI Data Assistant. Ask a plain-language question about your Enrichment & Insights data and get an answer, no report request required. It's available by request now.
What's coming.
More talk tracks for the AI Sales Assistant covering aged pre-approval and HELOCs, a configurable default landing page so LOs open straight into their pipeline, and continued work tightening the partner ecosystem around you.
The details, additional resources, and the how-tos are in the Release Notes. It’s worth the look.
Product Updates
 RELEASE NOTESSee everything that shipped in the September release. |  RELEASE DECKA shareable deck covering the top highlights in the latest release. |