Velocify LoanEngage 22.1 Release Notes

Velocify LoanEngage 22.1 Release

These are the release notes for the Velocify LoanEngage 22.1 Release. They include a high-level overview of new and updated features, fixed issues, followed by more detailed information and instructions where appropriate.

Refer to the online help and the Guides & Documents page for additional information and related documents.

What's in This Release

  • Dial-IQ: Ability to utilize proprietary/third party phone systems to make calls by setting the Caller ID on the Agent Leg to equal the lead phone number
  • Velocify Encompass Connector:  Additional system fields and all custom fields now exported to Encompass when using the Velocify Encompass Connector APIs including Lead Id, Create Date, Last Action Date, Last Status Change Date, User Name, User Email, Status Name, Campaign Name
  • Encompass Consumer Connect: Invite/Remind updates:
    • Resolution of field mapping for Loan Amount, Property Type, Mobile/SMS Phone, Home Phone Evening Phone, Day Phone/Work Phon
    • Field mapping
  • Encompass CRM: Key Encompass CRM email marketing events, such as emails being sent and emails being opened, can now be utilized by Velocify users, on request

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System Requirements for Velocify

Have you reviewed the latest System Requirements?

Before downloading or applying this new release, it is important to verify the latest system requirements for Velocify client machines. Review the System Requirements for Velocify to ensure your environment meets the requirements needed to operate Velocify products successfully.

Next Section: Feature Enhancements