Velocify LoanEngage 24.1 Release Notes

Velocify LoanEngage 24.1 Major Release

These are the release notes for the Velocify LoanEngage 24.1 Major 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

  • Lead Management: 

    • New Emails Tab: New Emails tab added to lead Add/Edit page providing lead related email communication details

    • Lead Import Support for SMS Opt Out Phase 2: Enhanced handling for SMS Opt Outs in leads that are created / imported to Velocify. Lead Import Service was addressed with the Velocify 23.3 Major Release. All other lead import methods are being updated and enhanced with this release.

  • Email: 

    • Email Service updated for enhanced and consistent logging for To, Cc, Bcc recipients.

    • Email Tracking Service enabled

    • DMARC: Yahoo and Google now require DMARC if you are sending > 5000 emails per day to Gmail/Yahoo. Implement this as a best practice irrespective of your email volume

  • SMS:

    • SMS Chat window updates and improvements

    • Unreachable Numbers: When sending SMS to a number that is unreachable, the number is opted out so that future attempts to send messages are prevented

  • Reports: 

    • Custom Reports: Enhanced user interface. New notification message displayed when reports are ready, in addition to error message enhancements.

    • SMS History Report: Opt-out rate and error rate (and %) added to filtered report. You can filter by template, lead source, etc. and all these now display opt out and error rate metrics.

  • Security: Multi-Factor Authentication (MFA) now an option for Velocify web application users.

  • Manage Posts: Outbound Domain Approval Process: Any new or updated URL domain used in outbound Posts will now require approval before the post can be enabled in your workflow.

  • New Area Codes for Local Presence: Local Caller ID table updated to account for recent area code changes in the United States.

  • Dial-IQ:

    • Telephony Compliance: Support for users to self-register for Stir Shaken, CNAM, and Voice Integrity within Velocify, to ensure calls are properly labeled as non-spam when made to leads.

    • DIQ-SMS Interoperability: When a lead sends a text message to a DIQ number, it is now routed to SMS - assuming the client has SMS enabled, and vice-versa.

    • SMS to DNC Phone Numbers: When a phone number is marked as DO NOT CALL (DNC), no SMS can be sent to that phone number.

    • Voicemail and Greeting Recordings: Recording via Dial-IQ phone call is no longer supported - pre-record and upload Voicemails in .wav format, Greetings in .mp3 format

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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