This month's edition highlights changes focused on making your sales and servicing operations more streamlined and cost-efficient. For a comprehensive view of all the new features released, click the link at the end of this document. Get ready to elevate your journey with Forth!

What's New (11)

What's Improved (2)
- Enrollment Setting Now Only View Required Intake Form Fields
- Update Array Product Codes

What's New (11)

Add Settlement Setting for "Process WITHOUT Payment"

With this new feature, we added a new role-based permission, “Settle Debts Without Payments,” within the Settlements Module of the permissions page. This allows restriction of the “Process Without Payment” checkbox option to specific authorized users only to minimize the risk of accidental selections and ensure that only those with the appropriate permissions can execute this action. This permission will be enabled by default for all roles that have access to the Settlement tab in permissions.

New Tags Added

Add Tag for Monthly Payment

With this feature, we created a tag that provides accurate monthly payments for contacts when they select a weekly, bi-weekly, semi-monthly, or monthly payment frequency. This new tag will ensure that the correct monthly payment is displayed based on the selected payment frequency.

Added {NOTECONTENT} Tag

With this new feature, we created a new tag {NOTECONTENT} that can be used in webhooks to communicate note content to affiliates via Slack without exposing the email addresses of internal employees or notified users. This will help ensure secure communication while maintaining employee confidentiality and prevent the inclusion of notified users' email addresses in note-related webhooks and email triggers.

Update Label/URL for Credit Parsing and Underwriting Tool

This new feature updated the navigation label on the submit enrollments parsing tool page to "Submit Enrollment Parsing Tool" and created a functional testing sandbox. Using this testing sandbox removes the dependency on the presence of a credit report on the Contact's file. Users are responsible for defining the rules within the submit enrollment parsing tool script editor.

Pull Credit without KBA Using Array

With this new feature, Array-authorized clients can now use the KBA-less workflow to pull credit reports. We added a new setting labeled "Utilize KBA-less Workflow" to the Array integration settings.
This new setting includes radio buttons labeled "Enable" and "Disable" to allow the user to toggle the setting.

Five9 Integration

With this update, Five9 integration settings can now accommodate Contact Status changes, assign an agent on call disposition, and enable multiple status change workflows.

Forth Credit 2.0

With this update, we revamped the credit-pulling workflow in our FORTH Credit feature to provide a more streamlined, user-friendly interface. Additionally, clients will receive a one-time 6-digit code via SMS to authorize pulling their credit. Finally, you can now pull credit data for both primary applicants and co-applicants with pre-filled forms. With these updates, Forth Credit now delivers a more intuitive, seamless, and reliable experience for both primary applicants and co-applicants. For more information, please see our Help Center article by clicking HERE.

New Call Logged Trigger Event

This new feature allows CRM users to configure workflows that automatically update a contact’s status when call-logged events occur. By providing greater flexibility through trigger-driven workflows, users can configure conditions based on the call dispositions on their account and automate the appropriate status change without manual intervention.

Allow EPF Upon Settlement Fee Settings in Loanosity

With this feature, clients can assign the system to calculate performance fees for the Loanosity loan balance based on either the original or current debt amount, as defined in the Settlements settings.
*Goals* The Loanosity application will calculate performance fees based on the debt's original or current amount, as specified in the Settlements settings.

Update Loanosity DSL to Include Pending Transactions

With this update, clients with the Loanosity DSL integration can now require the application loan balance to include pending transactions to submit an accurate loan application amount. We updated the Loanosity DSL integration to include Performance Fee and Settlement transactions with a pending status in the loan application balance total.

Associate Payment Gateways with Enrollment Plans

With this feature, agents can now associate payment gateways with enrollment plans to minimize the risk of selecting the wrong payment processor when enrolling clients, especially for accounts with multiple gateways. We created a multi-select box labeled "Available Gateways" that is present during enrollment plan creation, allowing users to scroll and select one or more gateways.

Ytel Auto-Pause Settings

With this feature, CRM users can now implement Ytel Auto-Pause settings in our Forth CRM system. This allows agents to automatically pause their status before initiating a click-to-dial operation and apply a pause reason for reporting purposes, enhancing workflow efficiency and reducing manual intervention.

What's Improved (2)

Enrollment Setting Now Only View Required Intake Form Fields

With this feature, CRM users submitting files using the intake form can be assured that only the required fields relevant to that form are enforced. We modified the logic of required field enforcement to only apply to the selected intake form and to prevent errors and returned files by ensuring that users only fill out relevant information.

Update Array Product Codes

With this update, the Array integration settings Product list has been updated to include a new {{exp3bReportScore }} product code to the existing {{credmo3bReportScore}} code.

API Enhancements

To learn about the latest updates to the Forth API, click HERE:

To access other monthly release notes, click Here.

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