Version 1.1.7.24554

Scarlett Mortgage
Release Notes

Download Notes
Version 1.1.7.24554

Scarlett Mortgage
Release Notes

Download Notes
1. New Leads Management Module
Capture new and existing opportunities prior to application stage
Track your lead conversions
Filter and mine your leads
Import leads form other sources
Build custom html lead forms and deploy to any website
Manage your leads funnel from start to finish
Create and configure your custom fields
Automate your leads email and SMS communication
Centrally manage your leads communication consent
2. Enhancements to Online Mortgage Application & Customer Journey
Ability for applicants to upload required documents as part of
the application process
Ability for applicants to provide authorization to download their bank statements as part of the application process
Ability for applicants to review their pre-populated mortgage application and make the necessary edits instead of starting an application from scratch. This feature is most useful for your repeat clients.
3. Enhancements to Deals Module
Ability to view a summary of all your deals and each of their respective pipelines. This new feature is known as Pipeline Group
Ability to view, add and edit a deal to any configured pipeline directly form deal page
Ability to add and manage deal activities directly from deal page versus the Activities section
Ability to create and manage deal checklist(s) directly form deal page
Ability to enter negative income under Employment History
Ability to accept lender responses with a $0 payment for Reverse Mortgages
Ability to select agent profile when attempting to copy a deal

This feature is most useful for agents who have multiple accounts and profiles. An example of such a case are agents and users with more than one firm code.

Ability to bulk delete applicant liabilities
Ability to generate Mortgage Commitment forms in French
4. New Notification Types
Ability to receive automatic email notifications upon receiving a reply to an SMS Text message triggered from Scarlett Mortgage
Ability to run and receive the Weekly Digest Email notification in real-time versus having to wait for the same notification to be received once a week
5. New and Enhanced Integrations
Automatically download and fill accurate and confirmed property data
View and download property street and satellite images
Generate property reports to share with lenders