Release Notes - 28/03/24

New features

In this release, we are excited to introduce several new features and improvements to our platform. These updates include enhancements to the Address History and Summary Page, as well as various other improvements throughout the platform. Our team has also been hard at work resolving bugs (listed below) and enhancing the overall performance of the platform.

Address History

We have an update to the Address History feature:

• Upon completing a purchase case, a pop-up window will be displayed, giving you the option to update the applicant's current address to the address of their new property.

Notes

• You can now view deleted notes by downloading the audit history from the notes sidebar within a case. Deleted notes will appear in the Excel file under the 'Deleted' status.
• Manager and Admin Assistant roles now have the same access as System Admins to edit and delete notes.
• Notes are now ordered by created date.

Summary Page

• We have added the Applicant Age to the Summary Screen. This provides a quick overview of the age of the applicant.

Additional Improvements

In addition to the new features mentioned above, we have also made the following improvements:

• Added new Interest Only and Repayment amount fields to Existing Properties and Mortgages.
• Added Mortgage Budget for Mortgage Advisers.
• Updated the treatment of duplicate Credit commitment fields in the Expenditure section.
• Renamed the Amount field to Total Net Monthly in the Other Monthly Income section.
• Added Sanction Check and Anti-Money Laundering (AML) to the Compliance document type dropdown.

Bug Fixes:

We have resolved the following bugs:

• Fixed an issue where the SolutionBuilder mapping was duplicating protection benefits.
• Fixed an issue where the Adviser to client emails were sending Admin details to the customer.
• Fixed an issue where the Mortgage form custom validation error was causing data not to save.
• Fixed an issue where the 'EDITED' pill was displayed for a Note even when no edit was made.
• Fixed an issue where the Edited/deleted notes user was populated with the notes creator.
• Fixed an issue where the Buyer Type - Raise Funds: Repayment Amount field was not auto-populated.
• Fixed an issue where the Case status changed when a user tried to save the mortgage form with missing required fields.
• Fixed an issue where adding a second applicant with the same email address caused a crash.
• Fixed an issue where HomeTrack emails were failing on 'Other' properties.
• Fixed an issue where the Invite client to FactFind popup requested a phone number.
• Fixed an issue where the Tasks for deleted advisers were missing.
• Fixed an issue where the Brokerage select box on the search screen didn't support brokerage with long names.
• Fixed an issue where the Case search fields were not cleared.