GOLDTrak PC What's New > GOLDTrak Version 7.8.28 - 7.8.39 > New Fields for Branding Texting and Emails

CMP: 7637

Work Order: 51391

If your institution has multiple organizations, we can now brand texts and email message sent from SolutionsByText using the specific organization for the applicant. For example, if your institution allows loans for two companies (Company A on the West Coast and Company B on the East Coast), and all applicants from offices 1000 to 2000 should receive emails indicating they're from Company A, we can now allow for that.

Significant setup is required by GOLDPoint System's programmers in order to use the different brands. The setup is done automatically for you when loan applications are processed. The brand the application comes from is shown when the phone number is added on the Consumer Application screen (then click <Phone Numbers>), as shown below:

This information will be boarding over to CIM GOLD on the Households screen once the loan has been funded.

See CMPs 7266, 7638, 8636 in the Update document for other important information regarding updates to CIM GOLD as well.