New Capabilities to Help You Grow in an Evolving Market

General Availability November 16, 2022

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Fall 2022 Product Release

Deliver on every financial milestone in a customer's journey

Improve lead volume and quality

With enhancements to Customer Intelligence, Inbound Call Campaigns for Consumer Direct, and new integrations with LeadPops, LowerMyBills, and LendGo—never miss an opportunity to build your pipeline.

Referrals and sales productivity

Increase referrals through the new MoveEasy integration and boost sales productivity with Lead Stage Change Automation, available with our Consumer Direct offering.

Convert and retain post-close

Total Expert is making conversions and post-close retention easier with its BombBomb Vist integration and enhanced survey functionality with

Fall Release

See the new features in action

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Equity Alert

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Recent releases

Looking for information or resources from a past release? You’ve come to the right place!