Trail Updates - 16/09/2022
Erica Danielson avatar
Written by Erica Danielson
Updated over a week ago

Latest Updates 🍍 September 16th 2022

We've made an improvement to PDFs generated in Trail to include a Confidential watermark, including:

Mortgage:

Nature and Scope

Fact Find

Application

Lending Summary

Mortgage Recommendation

Insurance:

Nature and Scope

Fact Find

Needs Analysis

Statement of Advice

Policy Schedules (default/condensed)

Bug Fixes

  • Fixed an issue with the Date of Birth field in a Partner's Life application.

  • Fixed an issue with the Mailchimp integration where the STAGEMP (Mortgage Prospecting) field did not update.

Calculator Updates

  • Updated the ANZ UMI servicing calculator to V7.9.

  • Updated the Co-operative Bank UMI servicing calculator V7.55.

  • Updated the Resimac UMI servicing calculator to V6.0.

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