Version 1.1.7.24585

Scarlett Mortgage
Release Notes

Download Notes
Version 1.1.7.24585

Scarlett Mortgage
Release Notes

Download Notes
1. Filter Report & BC Fixed Credit Disclosure
Filter Report Enhancements

Schedule Your Reports
Receive your frequently used reports automatically. Introducing a “schedule report” feature in the filter module under “My Filters” and users can schedule the report by clicking the “Report Scheduler” icon
Schedule Report:

  • Users can configure the workflow by setting up Triggers and Email(s). There are two types of triggers available: “Recurrent” and “On-demand”.
  • The agent can add one or more email addresses and must use an “Access Key” for extra security.
  • A default access key is automatically generated to view the report.

When the report was run two emails aresent to all recipients:

  • a. The first email included a link to a page where the report could be downloaded.
  • b. The second email contained only the “Access Key” set by the agent.

Upon entering the correct Access Key,recipients will be able to download the report.

Scheduled Reports – All automatically generated reports, from either Recurrent or On-demand filters, are listed under the Reports section.

Users can access them from the Scarlett side menu under “Reports” and can choose to share or download these reports.

Better Sorting Features
  • Filter’s List View – In this update, we have expanded the Filter functionality by adding a new option displayed only when “List View” is selected. Users can now choose their preferred filter type, and the custom view list will display accordingly.
  • Sort By – Agents can now select a sorting option from the dropdown menu and choose either Ascending or Descending. Deals will be displayed according to the selected sorting preference.
  • Group by – Deals are grouped and displayed according to the selected option for easier access.
BC Fixed Credit Disclosure
  • Replaced BC Form 6 – The form has been replaced with a Fixed Credit Disclosure Statement, with its contents updated for better clarity and usability.