Latest Updates 🌾 January 28th 2022

You can now mark the intention of an existing cover as Cancelled in Existing Cover.

Improved the Activity Export so that the description is tidied up and notes under the activity are included chronologically.

The Mortgage Commission Spreadsheet report has been updated to include new columns for Expected Settlement Date and Estimated Commission.

Improved the Loan Repayment calculator widget to function more smoothly with changing the loan amounts and interest rate.

Fixed errors encountered when HTML was entered into the description of an Activity on the Activities tab.

Fixed an issue with adding additional expenses within the mobile view of the Fact Find.

Fixed an issue with repayment calculations not being retained on the Mortgage Recommendation page.

Fixed the brief issue where Proceeds from Sale field in Cash & Equivalents for a mortgage application was not pulling through in calculations.

Fixed a notification bug where an activity was not being created along with the settlement date notification.

The Pepper Money Servicing Calculator V1.4 has been added in Trail.

Added Unity Servicing Calculator & other resources to the Resources tab.

Fixed an issue with opening the Resimac Servicing Calculator and encountering error messages.

Fixed an issue where the Remaining Term field in Car Loan Debt was not pulling into the Westpac Calculator.