Real Estate Websites

• Released new hosted Real Estate Websites driven by the Real Estate Manager. Tap into a free, easy to use, professional looking website that ties directly to your Real Estate CRM database for a complete end-to-end real estate marketing solution.
  

Dynamic Merge Field Formatting

• Added a new on-the-fly formatting capability for numeric merge fields. Now you can format numeric fields to appear anyway you like by applying a formatting string.

  For example, if you want to include Loan Amount in an e-mail back to your prospects, here are just of few of the ways you can format the output in your template:

  Format	Result	Description
  {[c2:f:{LoanAmount}]}	$405,000.00	Display dollar sign and 2 digits to the right of the decimal point
  {[c0:f:{LoanAmount}]}	$405,000	Display dollar sign and 0 digits to the right of the decimal point
  {[n2:f:{LoanAmount}]}	405,000.00	Display no dollar sign and 2 digits to the right of the decimal point
  {[n0:f:{LoanAmount}]}	405,000	Display no dollar sign and 0 digits to the right of the decimal point

Merge Field Calculations

• Merge field calculations are now available within a template. For instance, you can add or multiply two merge fields together inside your e-mail or Microsoft Word template:

  • Your combined monthly gross income is: {[{MonthlyGrossIncome} + {CoBorrower.MonthlyGrossIncome}]}
  • Your yearly gross income is: {[{MonthlyGrossIncome} * 12]}

Additional Updates

• Updated SSL certification.
• Added a new Gross Debt Ratio calculated field on the Financial Worksheet screen that uses the full value of the income entries ignoring the income factor adjustment when calculating income.
• The Merge Builder tool has a new property called CurrentLoan to easily identify the loan that should be used when merging loan data into a template This property is used as follows: Loans(CurrentLoan).LoanAmount instead of the old method Loans(0).LoanAmount which simply selected the first loan in contacts collection of one or more loans.
• Added a method to easily send loan data to Calyx Point Central (PDS). This makes it easy to send new loans and synch existing loans with the PDS server.
• Fixed issue in Screen Manager related to saving Menu Groups.
• The Table Editor now refreshes screens immediately upon saving your modifications.
• Fixed list sorting issue.