The Westpac Servicing Calculator will be updated to V2.0 soon.

BNZ Servicing Calculator will be updated to V12.1 soon.

All future OAuth 2 updates will be posted here.

Setting up new Active Campaign or Mailchimp integrations will need to be communicated with Support to assist in connecting correctly.

Refreshing the page while working on a linked application opportunity will now return the user back to the page they clicked the refresh button on.

You can now link mortgage applications easily together by using the ‘’Link Application’’ button in the funding details section.

Fixed a bug where properties listed as security in linked mortgage applications did not retain their selected status after multiple page refreshes.

Assistants can now also view the ‘’Approved Products Register’’ within Trail.

Improved how images uploaded from iPhones are merged in final application downloads.

The default policy status for imported policies will now be set to managed unless otherwise specified by the data import.

Downloaded BNZ Servicing Calculators will now open to the main ‘Affordability Calculator’ page instead of the ‘Business Income’ page.

Fixed an issue where properties To Be Purchased were being displayed as assets in the Statement of Position, downloaded Fact Find, and final application download.

Fixed a bug where the pop up to view a new contact/profile as soon as it has been created was not showing. Pop up now shows as intended.

Changing a contact’s email address now retains the linked status of the previous email address.

Fixed an issue with a trust's assets and liabilities incorrectly displaying in mortgage applications.