Bug fixes & performance improvements

Operational Managers can now access the My Team section.

Void & Resend functionality now available on Resend IA Enhanced User Role Management with updated permissions

New Hub Files Added: • Wave • Training • Warehouse Locations Access the latest data and stay organized with these newly integrated hubs.

• Resend IA – Easily resend important IA communications when needed. • Doors Knocked KPI – Track and analyze door-knocking performance with the new KPI metric. • Download Utility Bill (OM Role) – Operations Managers can now download utility bills in PDF format. • Fixes & Improvements – General bug fixes and stability enhancements.

Improvements and bug fixes.

• Seamless Navigation Jump directly from canvassing to lead details with a single tap. • Time Zone Picker Set your working hours accurately with our new, easy-to-use time zone selector. • Performance Boosts & Fixes We’ve squashed bugs and fine-tuned performance for a smoother experience.

An issue with Pre-Proposal authentication was fixed

Smart appointments and working hours

Bug fixes and improvements.

We’ve been hard at work making improvements to enhance your experience! Here’s a summary of the latest updates: • [Pre-Proposal] Download PDF – Easily download pre-proposal documents in PDF format for quick access and sharing. • [Proposal] Conditional Status Enhancements – Introduced the new Conditional status in the Finance tab for better tracking and management. • [Proposal] Unlock Proposal Updates – Updated unlocking process from Cash to Lender, providing greater flexibility. • [Proposal] Co-Applicant Support – Added IA Co-Applicant functionality for Unlock Proposals, offering expanded collaboration options.

• Enhanced Swipe Behavior: Navigate the app more intuitively with improved swipe interactions. • Improved Search Functionality: Find what you need faster with enhanced search capabilities. • Change Proposal Options: Changed proposal flow. • Quick Navigation: Jump directly to projects from the Finance tab for streamlined workflow. • Territory Management Enhancements: View assigned teams and representatives for territory labels in canvassing. • Multi-Select Project Filter: Filter projects more efficiently with multi-selection capabilities. • New Project Sorting Options: Sort projects by additional fields for better data organization. • Updated Role Permissions: Sales Manager and Operations Manager roles now include revised functionality. • Proposal Tracking: Track proposal actions directly from the activity list. • Disposition Updates: Dispositions now update automatically to APPT, PP, or NQ based on actions. • Dynamic Co-Applicant Selection: Choose Co-Applicants specifically for Loans or Installment Agreements dynamically. This release brings improved usability, enhanced workflows, and new features to support your productivity!

• Battery Calculator: Added support for the new Franklin battery type. • Improved Navigation: Easily access user profiles directly from Rankings. • Quick Access: Start directly on “My Organisation” when opening the app. • Leads: Refine your leads with new filtering options.

Create, view and edit your territories in the new territories mode on both iPad and iPhone. View your projects in the mobile app as well. View and edit your personal information in the new profile page. As always, lots of fixes and improvements that will elevate your experience riding the wAve!

New Battery Calculator and the Finance tab which will help the user navigate from a Lead's details to the Proposal.

Leads, Canvassing & Pre-Proposal, now on iPad.

Experience dramatically faster canvassing performance and the ability to upload utility bills with photo support and zoom functionality. We've added in-app release notes, a new pre-proposal feature, and made it easier to copy addresses from lead details and recenter leads for better navigation. You can now view lead creation dates in canvassing, and we've fixed issues with projects sold by terminated users.

Experience dramatically faster canvassing performance and the ability to upload utility bills with photo support and zoom functionality. We've added in-app release notes, a new pre-proposal feature, and made it easier to copy addresses from lead details and recenter leads for better navigation. You can now view lead creation dates in canvassing, and we've fixed issues with projects sold by terminated users.

App improvements, bug fixes.

New improvements were added to the Users' interaction with Appointments: - Lead Time of the Appointment will be displayed if it's different from User's time zone and when creating a new appointment - Setters, Closers, TLs will be able to view all appointments belonging to their Office Node

Exciting news: now Users can manage their past appointments, mark them as Kept or NoShow! This enhancement leads to Users having their own KPI for Appointments, as well as the Nodes.

Appointments improvements and bug fixes.

Appointments improvements and bug fixes.

- closers can invite other members - create a lead quicker by tapping on a disposition - bug fixes and improvements

Canvassing issues fixed