Latest Updates ο»Ώπ December 9th 2022
Improvements
We have put in place for Solicitor details to retain after editing and saving changes in the software
We have replace 'Company Name with the 'Trading Name' of the advisers business in the client portal for clients
We've extended the length that Activity Type names can be to a 128 character limit
We have added number of Ranking letters up to "F"
We have made massive system improvements in our notifications that are sent
Bug Fixes
Fix has been implemented to remove duplicate comments on activities where they were saving multiple times
Fixed further issue with clients not being able to login to client portal to complete a fact find
We have fixed the issue where "Property Insurance" in the ANZ calculator was populating into the Rates field - it is now going into "Home Insurance"
We have fixed issue with KAN function for Commissions - that when you raised a query, the settlement date in the confirmation email (for the query) was showing the day prior.
We have fixed bug with Mortgage Commission Report where the Opportunity Source column was incorrectly named,
We have fixed bug where the Mortgage Commission Report was showing the opposite information for Profile Owner vs. Profile Originator.
Calculator Updates
We have updated ANZ servicing calculator v8.1
We have updated the BNZ servicing calculator to v12.12
We have updated the Resimac servicing calculator to v7.0
We have updated the TSB servicing calculator to v5.31
We have updated the Co-Op servicing calculator to v5.4