New Features
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Leads/Loans - Email - Email Button added to each screen in a Lead and Loan file.
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Profile/Settings- Email Settings - New Screen to set up Company's Email STMP server settings.
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User Profile/Settings - Email Settings - New Screen to set up User's Email SMTP server settings.
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Leads/Status/History - Added the ability to link Loans to Leads.
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Templates/Email Templates - Added the ability to create Email Templates for use with Lead and Loan Files.
- Leads/Status/Tracking - Added Unsubscribed from Marketing and History indicator for Borrower and CoBorrower.
- Loans/Underwriting/Conditions - Redesigned screen to match updates to Industry Connect Screen.
- User/User Information - Can now view Settings access under Administrator Access section for all account types and included under User Profile the ability to Override Company Defaults. Also added License count on the User Tab Screen's Footer.
- Documents/Generate/Processing/FHA Important Notice to Homebuyers 92900-B - Updated form.
If you have any questions, please contact us.
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Thank you,
Calyx® Dedicated Customer Service
