Velocify LeadManager 21.3 Release

These are the release notes for the Velocify LeadManager 21.3 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

Rebranding: Ellie Mae logos, copyright information, and references in emails/product updated to ICE Mortgage Technology
Lead Management: Ability for admins to manage Lead Types using a new administration page for more streamlined data entry and lead management
Email: Opt-out customizability now available
Reports: New SMS Real Time Report providing drill-down reporting capability for SMS messages
Encompass Conversation Logs Integration: Ability to update Conversation Logs with Velocify action, email and SMS log information enabling end users to track interactions with borrowers, service providers and other contacts related to the loan
Velocify Connector/Encompass API Integration: Duplicate Management – API Sync and Lead Create enhancements

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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