Latest Updates ο»Ώπ 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.