This new feature created a new integration using MISMO 2.3.1 (duplicates the Avantus/MCL integration). Accessible via https://login.forthcrm.com/index.php?module=administration&page=integrationscredentials&service=119. This feature also updates the credit pull on the Contact Dashboard to go through the proper credit provider depending on the MISMO settings. It established a Settings Page to accept several MISMO credentials, including:

• • User ID

  • Password

  • Receiving party name

  • requesting party identifier

  • Client ID

  • Endpoint

  • Provider Name

  • Pull from Experian option

  • Pull from TransUnion

  • Pull from Equifax

  • Access control settings

This new feature added a “status” attribute to the “debt” object bringing it in line with other similar objects. It simplified and standardized management of system debt statuses, and enhanced reporting and user interface (UI) functions tying into debt statuses.

This new feature added Duplicate Management Settings. This feature was deployed as a Beta version to help identify any issues before general availability. However, clients can turn on and off the feature as they wish. We added the ability to reduce duplicate contacts and to increase awareness for CRM users when a duplicate contact is identified. Duplicate search scans across all companies within your CRM instance.

To allow your clients to use this feature, go to “Admin > Roles”, scroll down to the “Admin” section, and click on the Edit Duplicate Settings checkbox.

We created a new UI/settings page for implementing this feature, including selecting a company, enabling or disabling the feature, and selecting key fields to identify duplicate contacts. Accessed from the Duplicate Management page (Admin tab > Settings > Duplicate Management), the benefits of this feature are:

• Allowing multiple affiliates in the same account to enter a contact with the same email, but not multiple entries within that same affiliate company.
• Invoking established rules for denying entry of a new contact based on a pre-existing record that matches key criteria.
• A new user interface to make it easy to enable or disable this new feature by company.
• Providing a "Key Field Selector" dropdown to determine the fields to search for duplicate entries.

Added Tags for Remaining Debits and Enrolled Debts Not Yet Settled

Added Payment Subtype to Enrollment Plans

Monevo Access Lender Integration is now generally available. This new feature replicates Monevo integration settings and is intended to help develop a frictionless customer experience for both CRM users and consumers; as well as reduce overall maintenance on Monevo by offering an alternative to a hosted page.

This functionality creates and maintains a unique stand-alone page via the generation of a URL with a unique identifier, to which the customer is sent to submit loan data to Monevo. It also allows a consumer to submit via that stand-alone page, review returned offers, and select the offer they would like to proceed with. To learn more, Click Here.