Hope you're having a great week! 🌻
We have just published the PDF Improvement project last night! This project covers some quality of life improvements relating to the PDFs you can download from Trail.
Here's a brief run-down:
Opportunity Owner & Adviser
When creating an opportunity as an Assistant, you can now specify the 'Submitting Adviser'. This will then pull in the adviser's details & disclosure information for any documents you download from the opportunity.
NEW Email Templates
Have a check of these in your Settings - Email Templates to make sure the wording suits your business.
For Mortgage: Nature & Scope of Advice and Fact Find Confirmation
For Insurance: Nature & Scope of Advice, Fact Find Completed and Needs Analysis Confirmation.
Download & email out sections of an application
You now have the option of downloading a section or emailing out a particular section of an application e.g. The Nature & Scope of Advice, the Fact Find or the Needs Analysis (for insurance).
Lending, Policy & Investment Summaries
You can now select & deselect entities to be included in these PDFs.