Tasks [Improvement] — Added new assignable tasks for Escalations. Allows agents to receive escalations in the task queue.
Find a borrower [Improvement] — Matched search criteria. Allows agents to see the information that matched and resulted in that borrower result.
Verification of a borrower [Improvement] — Verification in two areas. Allows agents to verify borrowers on all main pages in the CRM (C&C and main CRM.)
Escalations [New Feature] — Allows CRM users to escalate cases to specific people or other teams, as well as indicate an escalation as 'urgent.'
Military Duty [New Feature] — Allows agents to monitor borrower eligibility of SCRA benefits.
Legal Action [New Feature] — Allows agents to track the results of a legal action against a borrower.
Documents upload with a link [New Feature] — Allows agents to send a unique link for any email-recipient to upload borrower-related documents, without having to sign-in and authenticate into a platform.
Change case name [New Feature] — Allows agents to customize the name of a created case to illuminate the unique case scenario for that borrower.
Recording calls [New Feature] — Allows agents to record outgoing calls for review, auditing practices, or protection of the consumer and/or agent.
Loan options [New Feature] — Apply external check. Allows back office agents to apply checks that were sent by borrowers directly to a lender.
Loan options [New Feature] — Sync loan. Allows agents to manually refresh a loan in case amounts are off.
Loan options [New Feature] — Defer schedule. Allows agents to defer entire schedule.
Loan options [Improvement] — Change loan terms (enhanced). Added "Original terms" and "Current terms" for reference.
Borrower settings [Improvement] — Manage consents (moved from Account settings).
Borrower settings [New Feature] — Manage borrower information. Allows agents to modify borrower or business information such as first name.
Borrower settings [New Feature] — Manage identifying information. Allows agents to modify borrower personal identifying information such as SSN.