Product Release Updates 2021-08

The following Items have gone out as part of a recent release: 

• (1) Outstanding message count in tab 
• (2) More case management APIs 
• (3) CTAs on case submissions
• What's next on our radar? 

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(1) Outstanding message count In tab 

• If you have an outstanding message in your main inbox and you're currently working in another Chrome tab - you will now see an outstanding message count in the tab header for messages that have not been viewed yet 

(2) More case management APIs 

• We now have the following case management APIs available:
  • Add checklist item: text, eSign 
  • Change case name 

(3) CTAs on case submissions

• We're working on making it easier to flag actions to both lenders and brokers!
• Once all the checklist items on a case have been approved, a CTA will drop into the timeline, and when the items on a case are ready for submission - a click on the CTA will notify the other party that the case is ready for review

What's next on our radar? 

• CTAs for case management - case creation, checklist completion, etc... we're working on maing it easier to flag actions to both lenders and brokers!

• Case creation steps in Nivobots 

  • You can configure a new Nivobot step to create a Case as part of a bot journey.
  • You will be able to configure the case name, provider, and agents assigned to the case

  

• Define and be able to specify customer roles 
• More MI