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 (12)
  • Delink Co-Applicants via API
  • Updated the Copy Data Tool to Specify Roles
  • Active Settlements Count Tag
  • Active Settlements Table Tag
  • Document Tag of Settlement Summary to Include Current Creditor
  • Added Graduation Date to Accounting Report Fields
  • Hide / Show Debt Notes
  • "Third Party" Filter in the Settlements Tab
  • Track IP Whitelists Updates inside the System Log
  • Update Clixsign SMS Notification Language
  • Add Triggers for Debt Enrolled, Unenrolled, and Created
  • Added "Next Settlement Payment Amount" and "Next Settlement Payment Date" to the List Builder as Available Fields

• What's Improved (1)
  • Added Contact Validations on Lists using Bluerock

What's New (12)

Delink Co-Applicants via API

We added an API method to the FORTH CRM API to delink a contact and a co-applicant relationship. Validate that contact is not submitted or enrolled.Log message to contact log

Updated the Copy Data Tool to Specify Roles

We updated our "Copy Data Tool" so that FORTH CRM admins can now select specific roles when copying data so that only necessary roles are copied over. We added a "Specific Role IDs" field in this tool, which will streamline affiliate account setups and prevent unnecessary roles from being transferred.

Active Settlements Count Tag

We created a new tag {{{ACTIVE_SETTLEMENTS_COUNT}}} that shows how many active settlements a consumer has, without counting fully paid-off settlements. This will allow for more personalized client communication by using conditional logic (IF statements).

Active Settlements Table Tag

We created a table tag that displays all active settlements associated with a client, excluding paid-off settlements. This table will allow for the use of IF statements in messaging to provide more granular, personalized communication with clients and will display the following fields: Creditor/Debt Buyer, Account Number, Original Balance, Current Balance, Settlement Amount, Settlement Percent, and Settlement Term.

Document Tag of Settlement Summary to Include Current Creditor

A new document tag ({ENHANCED_SETTLEMENT_SUMMARY}) was built to generate detailed settlement summary tables. This new explicitly include both original creditor information and current creditor information (collection agency, third party, debt buyer, law office, etc.) to provide comprehensive transparency and clarity in client communications.

Added Graduation Date to Accounting Report Fields

We added "Graduation Date" as an optional field in the Accounting reports. This feature aligns with current practices where similar dates, such as the client's "Dropped Date," are already included. This will streamline the calculations of commissions and bonuses

Hide / Show Debt Notes

We introduced a setting to set the default number of debt notes to show underneath an enrolled or unenrolled debt within the client dashboard debts nested tab (i.e., subtab) (maxium 10 by default).

"Third Party" Filter in the Settlements Tab

We enhanced the Settlement tab in the FORTH CRM by introducing two new filter options, *“Third-Party”* and *“Assigned To”, allowing DRSPs to efficiently search for debts labeled to third parties in addition to creditors. The *“Assigned To”* field should pull the assigned user from the contact level and automatically populate within the Settlement tab. This enhancement is crucial for settlement negotiations, as DRSPs frequently engage with debt buyers rather than just original creditors.

Track IP Whitelists Updates inside the System Log

We updated the FORTH CRM System Log to track changes made to IP Whitelist settings in the Access Control page. This was done to help facilitate the identification of which user made the changes, what the changes were, and when they occurred to ensure accountability and maintain system security.

Update Clixsign SMS Notification Language

We updated the language of our Ytel SMS message to shorten it and make the message more digestible. This helps with overall deliverability and ease of use with Clixsign. The language now uses the following format: {noformat}{USERFULLNAME} from {ASSIGNED_EXTERNALCOMPANY} sent you a document to sign via Clixsign: {CLIXSIGN_LINK}
Reply STOP to QUIT.{noformat}

Add Triggers for Debt Enrolled, Unenrolled, and Created

We added Triggers on Debt Enrolled, Removed, and Created. Enrolled/Remove is a specific function separate from creating or updating the debt.

Added "Next Settlement Payment Amount" and "Next Settlement Payment Date" to the List Builder as Available Fields

We updated the FORTH CRM Contacts Tab by adding two new fields for viewing: Next Settlement Payment Amount and Next Settlement Payment Date.

What's Improved (1)

Added Contact Validations on Lists using Bluerock

Bluerock pulls call lists using either a search status like “New Lead” or via list query “List:XXXXXX”. The list of contacts may be pulled at 5AM by the call platform, but upon dialing of a particular contact in that list X hours later, the contact may no longer exist in that original list. Bluerock can implement a pre-dial validation to ensure the contact is still intended to be called. This can be solved by a simple addition to our query parameter.

API Enhancements

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

To access other monthly release notes, click Here.