Agents who have set up their Twilio accounts, can view incoming and outgoing SMS messages relating to their applicants on the communication page for specific leads or deals.

All SMS logs are captured in the “Incoming Call and SMS History” section of the SMS History tab. This includes SMS logs that are not linked to a specific lead or deal.

We have enhanced our Renewal Email Template Series to help you target renewals, offering agents a choice of two styles for each of the 360, 120, 90, 60 and 30 Day categories.

• Modern template.
• Traditional template.

Both the Modern and Traditional template designs offer additional features, including the ability to select their profile color/brand colour to customize buttons and icons in the email template.

We have added a new field, “Compounding Period,” to the manual lender response created by agents after a lender submission. This allows agents to modify the Compounding Period set in the application from the Manual Response function, without needing to change it within the application itself. This change may be reflected in the document(s) generated when a response is accepted.

FINTRAC now includes a “Screen Applicant” Option. This provides the User with the ability to select from three available options to aid in screening their applicant(s).

• Equifax – IDV & AML.
• Equifax – PEP & Sanctions List.
• VeriFast – DVS, AML, Sanctions List & Adverse Media.

The Reports are provided as a downloadable PDF, which will also be accessible from the Documents and Forms section in Scarlett, in the FINTRAC folder.