Product releases
đ More insights into your Funded deals (team admins)
You can now filter deals based on whether or not they have been âSubmitted in Finmoâ. In March, we upgraded the Funded deals report to display any deals with a âFundedâ status, even if they were submitted outside of Finmo. Our team took this work one step further and added a new column to identify if deals were submitted in Finmo or externally. Learn more on what you can report on â
âĄď¸ Prospr referral status column
You might have noticed a new âProspr referral statusâ column in the Deals table. This column was created to help users on the Prospr referral program track the status of their insurance referrals. If Prospr is not enabled for your team, you'll see a "Not sent" and won't be able to make a referral. Need instructions on how to manage your table view and columns visibility? Check out this help article â
đ If you don't refer clients to Prospr, but are curious to learn more, book a discovery call with us.
âď¸ Enhancements and bug fixes
Language in the QC Disclosure to Borrower form was updated for additional clarity and accuracy in both English and French.
A visual update was made to the Utility bar (top bar inside a deal) to prevent it from taking up too much vertical space in the most commonly used screen sizes.
An [ORG] badge was created in the âTeam membersâ table under âSettingsâ to help distinguish between organization-level members and other team members.
Empty credit reports are no longer triggering a âmissing reportâ error that prevented users from submitting deals.
The âInvite expiredâ indicator on the âUser account detailsâ will now disappear when resending the invite to the borrower.