Feature Updates for CRM Version 2.4.0

Key Takeaways

• Spousal/Joint Leads (Web & App)
• Optimization of the Cost Sharing Lender - to share CRM package fee (Web)
• Broker add existing team (Web)
• Lender App (App)
• Notification Preference (App)
• On-boarding Progress (Web)
• Email Attachment Optimization (Web)
• Improvements to the Lead Import function (Web)
• Mass Mail unsubscribe (Web)
• Show unsubscribed state of smart plans (Web & App)

Spousal/Joint Leads (Web & App)

For each lead, agents can create multiple family members and store their names, phone numbers, emails and birthdays in the lead’s profile. Agents can call, email and text a lead’s family members.

Optimization of the Cost Sharing Lender - to share CRM package fee (Web)

When inviting a cost sharing lender, besides Buyer Package and Seller Package, the team owner can also choose the CRM package fee to share with the lender.

Broker add existing team (Web)

On the multi-office edition, the Broker can add a new team or existing team by entering an email address, Lofty will automatically help users identify the input email accounts belonging to an existing team owner or a new one.

Lender App (App)

Lenders can take advantage of the latest Lofty App version to better nurture leads.

Notification Preference (App)

Users can set their Notification Preference in mobile app. They can choose which types of Notification Push they want to receive.

On-boarding Progress (Web)

The on-boarding process will be shown to team owner in Dashboard.

Email Attachment Optimization (Web)

We use native format instead of inserting links when sending email attachments. The maximum of attachment is reduced to 5M.

Improvements to the Lead Import function (Web)

• Support importing data into the custom fields
• Support importing spouse info as family member info
• Ability to detect lead type automatically
• Improved user experience of the lead import process

Mass Mail Unsubscribe (Web)

The unsubscribe link is also inserting to mass mails. The unsubscribe status of mass mail will be unified with Smart Plan auto email, which means that if leads unsubscribe mass mail (or Smart plan auto email) users can’t send  auto email (or mass mail)to them.

Show Unsubscribed State of Smart Plans (Web & App)

Users can now see if the lead has unsubscribed smart plans on lead’s profile page.