Nestablish is pleased to announce a new release of our site that brings with it dozens of improvements, new features, and a tightened up look and feel.

Major Changes
We've added several big new features to Nestablish to make it easier to use. We'll outline the major changes here.



New Navigation
You'll notice that we've broken our navigation tab bar into two segments. The top bar includes a help link, settings menu, and a logout button. The help link allows you to instantly access a page's guiders, if they exist, or to file a support ticket.

Bulk Lead Import
Import a CSV file to quickly transfer your entire lead list into Nestablish from your old CRM. This tool allows you to designate if your leads have already opted-in and you can even identify specific leads in your CSV as opted-out. You can access this feature from the Leads tab.

Setup Wizard
To ensure that new users finish the account creation step completely, we've implemented a two minute setup wizard that walks them through the process. This is especially important for real estate agents creating a new account who may not have realized they could upload their own branding.

Guiders
If it's your first time using Nestablish, helpful Guider bubbles will now appear and walk you through each section of the site. This helps instantly train new users and will make it easier than ever for real estate agents to access the pre-qualification they need.

Better Emails
We've completely re-written our invitation emails to be easier to understand and to reduce the Nestablish branding on them. Our logo and contact information now appears much smaller in the footer (per anti-spam compliance requirements), and the emails have been streamlined significantly. Emails no longer include a long and cumbersome invitation link, and invitation emails now emphasize instant access to loan pre-qualifications.

Convert Closed Loans to Post-Close Leads
We've made it dirt simple to convert closed loans into post-closed leads that can be dripped email content. We're adding features to make it even easier to target your post-close contacts for refinance opportunities by allowing you to track their interest rate.

Minor Changes
In addition to these major features, we've changed a lot of smaller things as well that will improve your experience. We've adjusted the color of the Live Chat tab to make it easier to see, we've added the ability to lock either the down payment amount or percentage, added some compatibility enhancements for Internet Explorer, updated error messages when importing Fannie Mae files to be more specific, made the dashboard "pop" a bit more, and made literally hundreds of other small tweaks and fixes.

On Deck
Looking forward, we're spending May working on a revamp of the contact manager and lead incubation system. Our most-requested feature is the ability to "assign" leads to a real estate agent (or vice versa), and we're laying the groundwork for that feature this month. We hope to launch that feature over the next 60 days, so stay tuned.

We're also releasing an affiliate link system that will pay you $100 for every loan officer you introduce to Nestablish! (Assuming they stay with us for at least 90 days.) You'll be able to share your link directly through Nestablish, or on your favorite social network platforms.

We have several others features in the backlog we're working through as well, and we're always eager to hear your feedback. You can leave your suggestions by clicking the new Help icon in the top bar (see first image in this post) and choosing "File A Support Ticket". Support tickets can take the form of suggestions as well and you'll always hear back from the Nestablish team in short order.

Log in and check out our newest features and new look and feel. Not yet a Nestablish subscriber? What are you waiting for? A better loan workflow and an amazing mortgage lead incubation system awaits you. Click here for pricing and to signup!