Trail Updates 22/07/2022
Erica Danielson avatar
Written by Erica Danielson
Updated over a week ago

Latest Updates β˜€οΈ 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.

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