NEW FEATURE 

Custom Filters in Pipeline

We’ve enhanced the Pipeline with powerful filtering and management tools:

• Custom Filters: Create and save your preferred filter and column settings.
• Persistent Configurations: Saved settings auto-load in future sessions.
• Manage Filters: Edit, delete, and organize filters on a dedicated page.
• Reset to Default: Easily revert to system defaults if needed.

This update streamlines filter management, improves visibility, and ensures efficient workflows.

Learn More:

Pipeline Filters | logixx Help Center 

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 NEW FEATURE 

Automate App Management using Triggers

Streamline lead management with the new trigger-based automation feature. This update allows administrators to define conditions like time in status, absence of notes, or scheduled events to automatically transfer apps to a specified status. Improve efficiency and ensure inactive apps are promptly handled.

Key Highlights:

• Configure conditions for app transfer based on time, notes, and scheduled events.
• Automatically remove app owners and update app statuses when criteria is met.
• Batch can process up to 300 apps per trigger execution for optimized performance.
• Easily manage trigger settings in Admin > Site Setup > System Configuration > Triggers.

Learn More:

Triggers: Transfer Apps to another Logixx Status | logixx Help Center 

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 NEW FEATURE 

Round Robin Method

Manage leads with the new Round Robin Distribution Method, designed to ensure fair and balanced assignment of applications among team members. This method allocates leads sequentially in a repeating order, providing equal opportunities for all team members and promoting efficiency and transparency in the CRM workflow.

Key Highlights:

• Customizable Profiles: Configure profiles for both new (unassigned) and existing (assigned) apps.
• Fair Distribution: Assign leads sequentially to ensure balanced workloads.
• Flexible Setup: Select data groups, sources, and stages/statuses to tailor the distribution process.
• Streamlined Workflow: Activate profiles and automate lead allocation to boost team productivity.

How to Configure:
Navigate to Admin > Marketing > Distributions to create or edit a profile, select the Round Robin method, and set your preferences for schedules, roles, and users.

Learn More:

Distribution | logixx Help Center 

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 FEATURE UPDATE 
Improved Debt Management with New Columns in the Enrollment Section

We’ve enhanced the Creditors Tab by adding four new columns in Enrolled Debts and Unenrolled Debts tables: Credit Limit, Utilization Ratio, Opened and Status. These features provide users a deeper insight into each creditor account, helping assess credit health and manage debts more effectively.

• Credit Limit: Displays the maximum credit available for an account.
• Utilization Ratio: Shows how much of the credit limit is used, calculated as: (Current Balance / Total Limit).
• Current Rating: Reflects the current status of the account as shown on the credit report.
• Opened: Shows the account's opening date.

These updates streamline decision-making and improve visibility into creditor accounts.

Learn More:

• Columns on Creditors Tab | logixx Help Center
• Creditor Status | logixx Help Center 

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 FEATURE UPDATE 

Improved Consistency in the "Whose Debt" Dropdown

The "Whose Debt" dropdown now aligns with the options provided by Forth, ensuring a consistent and improved user experience.

 

Available Options:

• Borrower
• Co-Borrower
• Joint Contractual Liability
• Undesignated
• Authorized User
• Joint Participating
• Co-Signer
• Maker
• Deceased
• Individual
• Terminated
• Co-Applicant
• Applicant

This update enhances workflow efficiency and ensures better integration between systems.

Learn More:

Creditors Tab > Whose Debt | logixx Help Center 

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 FEATURE UPDATE 

View App Stage and Status Directly in CRM Search Results

We’ve improved the CRM search functionality by displaying the stage and status of apps directly in the search bar results. This update saves time and simplifies workflows by providing quick insights without the need to open lead files.

Benefits:

• Increased Efficiency: Instantly view an app's progress, stage and status.
• Improved User Experience: Fewer clicks to access critical details.
• Better Decision-Making: Easily identify apps requiring immediate attention.

Learn More:

Search Bar | logixx Help Center