Latest Updates🌊October 29th 2021

Formatting fix for BCC’d email in profile timelines.

Updated colour designations for linked applications to clearly define what details belong to each application.

Bug fix where advisor reasoning for changes to ‘Advice on Replacement Business’ was not pulling into SOA.

Fixed an issue with the interest rate for a loan being required on the Insurance Fact Find.

The interest rate is now optional for the Insurance Fact Find, but required for the Mortgage Fact Find.

Users now have the option to remove all historic emails once an email is unlinked from a profile.

Fixed an issue with image files appearing cut off in certain final application downloads.

Users can now change the primary email address of a company on a profile.

Issue with non-associated emails from adviser@gettrail.com showing on profiles has now been fixed.

Policy Importer issue failing on the final stage, has now been resolved.

Quickform PDFs have now been updated. ‘Yes’ answered questions will now appear at the top and ‘’No’’ answered questions at the bottom.

Mailchimp / ActiveCampaign integration now should accurately capture updated Mortgage and Insurance data that is linked with contacts.

Policy Importer is now working when allocating the policy owner to an account that is not your own.

If the list of BCC/CC email addresses on emails in a timeline is too long, a scroll bar will now appear.

Co-operative Bank's new servicing calculator v. 5.0 is coming!

Same with BNZ's new calculator v. 12.3