Our development team has substantially improved the speed of the software and is continuing to make performance upgrades as we adjust to our new software framework.

Improvement where you can now select an existing solicitor contact in a mortgage opportunity.

Improved the file text box length in the opportunity documents section to see the full document file name.

Resolved a widespread issue with email integrations becoming disconnected frequently.

Resolved all outstanding issues with downloading PDFs from Trail, including mortgage application, SOAs, policy schedules, and all other PDF functions.

Fixed an issue with certain PDFs appearing as .22 file types.

Fixed a bug where email notifications were not being sent by the Trail Support address.

Fixed an issue with selecting multiple users to be included in notifications.

Fixed a visual bug where uploading multiple documents only displayed the first document.

Fixed an issue where you cannot rename document files in Product Details.

Fixed an issue where including a "." in renamed documents would cause the file to become corrupted.

Fixed an issue with certain opportunities being unable to be won on specific profiles.

Fixed minor navigation hiccups for opportunities.

Fixed a bug to do with new clients being unable to register or create their logins.

Fixed certain properties that couldn't be deleted.

Fixed an issue where the button to see which other profiles a contact is a part of was not appearing.

Fixed an issue with selecting any newly created profile source.

Fixed an issue where investment details page did not open in investment opportunity.

Fixed a bug with investment balances not showing in the Products section of profile.

Fixed a bug where merging contacts were reaching an error message.

Fixed an issue with merging profiles containing imported policies.

Fixed an issue with activities displaying an incorrect name once certain conditions were met.

Fixed a bug that caused some clients to be unable to access their insurance quickform.

Fixed an issue with including apostrophes in client surnames causing a visual error during the initial contract's creation.

Fixed Automations where they were incorrectly triggered under certain circumstances.

Fixed a bug where the annual review dates and a applications first repayment date were not retaining their inputs.

Fixed a bug where the interactive mortgage disclosure widget did not use the disclosures for the submitting adviser.

Fixed a bug where a solicitor added in a mortgage opportunity was being added as a new solicitor contact to the profile with a linked email address.

Updated the ANZ servicing calculator to V7.4.

Updated the Co-operative Bank servicing calculator to V52.

Updated the ASB servicing calculator to V1.73.

Fixed the mapping for ASB calculator for "Other Discretionary Cost" to map to ASB's "Other" field.