Organize your company's users into branches to give managers oversight over their team members
Nov 28
Partner Insights: Executive Visibility
In-app visibility for executives to see aggregated performance data across their organization
Nov 12
Planned
Partner Insights: Teams
Create a team to have others assist you in managing your partner and performance data.
Nov 28
Backlog
Partner Insights: Assistants
Invite assistants (e.g., loan officer assistants, virtual assistants, Encompass administrators, etc.) to upload and edit partner and performance data on behalf of multiple users.
Dec 5
Partner Insights: Navigator
A visual map of your Organization, Branches, Loan Officers, Teams, and Assistants.
