Latest Updates βοΈ July 22nd 2022
AMP has sold to Resolution Life, and we have updated the insurance provider list within Trail to reflect this.
Improvements
Improved the accuracy of the wording regarding the days until an annual review.
Improved the wording of the Document Request prompt within the client portal to not reference "the bank".
Bug Fixes
Fixed an issue with matching profiles inconsistently during policy imports.
Fixed issue where in certain situations, depending on how documents are requested, documents were not being archived upon winning the sole mortgage advice.
Fixed issues when submitting applications for Other Lenders who do not have a servicing calculator in Trail. The calculator is no longer a requirement for sending.