Latest Updates ☄️ February 25th 2022

We have added the Settlement Date (if specified in an Opportunity) to show on the Mortgage Advice Pipeline.

Improved the reliability of integrated email syncing.

Properties that are owned by the client may be selected to be taken as security in the case of a linked application that is both a Top-Up and New Purchase.

We have improved the existing fields for all types of Other Debt.

Fixed an issue where the Statement of Advice was only retaining the first custom document attached.

Fixed an issue with emails attached as email attachments on the profile timeline not having a download button or name.

We have fixed issues relating to all types of Other Debt in terms of missing or required fields.