New Features
Company Setup Page Enhancements
Custom Lead Sources
Ability to add your own custom lead sources, which enable you to create commission plan filters based on the lead source. Administrators can access this page by navigating to Company Setup > Lead Sources.
Company State Licenses
You can now add the states your company is licensed by navigating to Company Setup > State Licenses. At this time it is for informational purposes only. We will be launching a Compliance & Audit Manager in the future which will help you track regulatory requirements by state.
Commission Plan Settings
Added ability to toggle commission plan filters on and off to declutter the commission plan page when creating and editing employee plans. This can be accessed by navigating to Company Setup > Commission Plans.
System Settings
If you would like to turn off any of the features within the system, you can do so by navigating to Company Setup > System. This is useful if you don't have any interest in using any of the features currently available within the platform.
Other Enhancements
Ability to access Loan Edit page from the Sales Ledger and Report Details pages to reduce the requirement for you to manually search for the loan within the Loans page.
Link to LOS button added to Loan Edit page. Currently only available for clients who have an active Zapier integration on ARIVE. In the future, we will add support for those without a Zapier integration or are using other web-based Loan Origination Systems.
We automatically hid the "Sync to QuickBooks" buttons on the Loan Edit and Sales Ledger pages if you do not have the QuickBooks integration enabled.
Non-administrators now have the ability to view their commission reports on a monthly, quarterly, YTD, and yearly basis.