Feature Enhancements

A redesigned version of the Uniform Residential Loan Application (URLA), also known as the Fannie Mae Form 1003 or the Freddie Mac Form 65, is replacing the 2009 version of the URLA effective February 1, 2020. Lenders can begin using the new URLA on loans originated on or after July 1, 2019. The Velocify 19.2 release supports URLA availability to help ensure a smooth transition for users, starting July 1, 2019. Lenders are recommended to immediately start reviewing their operational procedures and systems for potential impacts.

For more information, see Velocify LeadManager Get Ready for URLA Guide.

Starting with the Velocify 19.2 release, the SMS header blinks indicating that a lead has sent you a new message and the number on the header indicates the number of leads that have sent you messages that you have not yet read. The blinking stops after a few seconds and continues to display the number of unread conversations.

Once you interact with the messaging window (click in it), the green header will return to gray, indicating that you have acknowledged the unread conversations.

Starting with the Velocify 19.2 release, audio/sound has been added to some alerts and notifications to enhance their visibility. The audio notifications are enabled by default. You have the ability to mute each type of notification. Once the current notification is muted, subsequent notifications for that alert type will be muted as well. You have the ability to unmute them later, in which case, future notifications will again be displayed with sound.

The audio notifications are not configured by the administrator. They are enabled by default and each user can disable/enable sound for their alerts.

The following Shotgun notifications support audio alerts:

• Incoming Phone Call: When an incoming phone call is distributed, it displays to all users who are available and eligible for the distribution program. You will now hear a sound, in addition to seeing the screen notification.
• Transfers: When you are talking to a lead and need to transfer the lead to another user, if the distribution program uses Shotgun to find another user, the transfer will display to the eligible users, with a sound.

• New Lead: When a new lead enters the system, if the distribution program uses Shotgun, notifications will be displayed with a sound, to eligible users in the system.
• Notification Prioritization: When you are on a lower priority phone call and a higher priority call/transfer or lead assignment is received via Shotgun, a notification with sound is displayed. You can stop the current phone call and receive the higher priority event.

You have the ability to mute the notifications when they are displayed to you.

To mute a notification, click the Speaker icon.

This will mute the current and future notifications for this type of alert only.

If you want to unmute the notification, click the Speaker icon when the alert is displayed.