Latest Updates 🌸 May 19th 2023

Improvements

Added Resolution Life (AMP) to Trail's Policy Importer.
Added a tool to bulk archive profiles. Click here to check it out!
Updated system to allow you to include Child Support as a source of income.
Updated the mortgage repayment calculator to exceed 10%.
Added the Enforced status of a product to the Comprehensive Product Export.
Updated the system to read the default rate offered on the mortgage recommendation page to match what is inputted by the adviser.
Added the default 3% value for contribution rates to KiwiSaver.

Fixed a bug causing error pages when generating Policy Schedules.
Fixed an issue causing the Westpac calculator to not pull through the Superannuation Expense.
Fixed an issue with the commission dashboard not reading in NZ Time.
Fixed a bug causing the remaining Loan Term data to drop off upon FRR range coming around.
Fixed an issue where the Advanced Filter was returning results for proposed and archived policy covers.
Fixed an issue where the keyword search on profile timelines was not returning all results.
Fixed an issue with certain cell mappings in the SBS UMI servicing calculator.