Commission groups and contracts can now be added or edited in settings;

Editing of additional information for users in settings;

Fixes to adding Gateway accreditations in user management;

Custom field groups now updates automatically after adding or editing;

Labels in task templates are no longer removed when editing a task;

Improvements to the Dashboard;

New Feature - Create a Maximum Borrowing Quick Tool from within a deal;

Auditor role can now preview and download documents;

Improvements to client notifications;

Fixes to SMS functionality related to SMSs sending even if there are no credits and the SMS total not being reduced;

the Task drawer has been split into tasks and task templates;

Fixes to issues with Flex in relation to error pdf file EOF in notes;

Correction to billing showing success message if no payment method added;

Fixes to NMB lodgement issues;

Fixes to issue within the client portal when a person is entering needs and objectives.

Addition of Licenses in Billing details section;

New feature to change the organisation owner;

Lender accreditations can be added at the enterprise level when the enterprise has turned off users adding own accreditations;

Fixes to creating new task templates;

Reports can be downloaded with filters;

Fixes to deal filters;

Task labels now transferring over with templates;

Improvements to TFN redaction tool;

Expand address in AF and PL deals corrections;

SMS sent from automations now sending;

Adding files to deal in automation fixes;

Removing emails to team members from Annature emails;

Fixes to adding task without a template;

Fixes to Allianz integration;

Fixes to Flex integration related to submission and commission groups;

Changes to email text for emails related to e-sign;

Auditor role can now log in;

Fix to merge table with $13 fee showing that is not related to recommended product;

New merge key for AF and PL for terms of credit sought.

Introducing the new Dashboard;

Addition of data filtering in reporting;

Various improvements to team member role including document creation in deals;

Auditor role can now preview and download documents;

Billables can now be exported;

Broker toggle created;

Additions to the subscriptions in billing details;

Introduction of the Renaming Tool;

Introduction of Audit AI;

Files from sources such as Illion or Annauture are now unified across files and notes tabs;

Fixes to duplicating deals;

Client Profile now has the three address fields as expanded fields;

Fix to addresses added manually in the Client Portal saving;

Credit Quote field for Services to be provided has been expanded to large text field;

Fixes to expense fields in deals created via Quick Tools;

Other users can now archive, individually or in bulk files created by other users;

Fix to SOCA merge showing refinance table for purchase transactions;

Improvements to upfront and trail commission value calculations;

Changes to the light bulb colour and tool tip in expenses in Interview Mode;

Fixes to graphs and charts loading correctly;

Fixes to funding worksheet changing of LMI lender;

Latest files preview now shows the file name;

NZ fix to expense ownership being editable;

NZ in deals and Quick tools the LVR fields have been renamed;

NZ fixes to Quick Tools Property Costs;

Non Tools Deal Types can now be settled without a product;

Asset Finance and Personal Loans can now be settled with overwrite;

Asset Finance and Personal Loans commission splits displaying properly;

Various Personal Loan improvements;

Improvements to notifications sent to clients for the Client Portal;

NZ Client Portal Expense changes;

Fix to Interview Mode to correct expenses being deleted;

Task filers correction to Status condition filter;

Fixes to editing IO/Fixed term expiry tasks;

Task Filter 'IS NOT one of" and "Label is not one of" fixes;

Manual SMSs are now being sent;

Fixes to emails being sent through automation;

Inherited column display for automations;

Options added in actions menu for archived automations;

Deal owner and deal members both now receive the email when a document is signed;

Replace RP Data icon with Cotality logo;

Fixes to synch with MailChimp;

Improvements to webforms deal owner assignment;

Access Referrals improvements to referring deals in same enterprise and between enterprises;

Integration of Qualifi;

Fixes to TFN redaction for files uploaded via Client Portal;

NZ change TFN to IRD;

Additional Personal Loan merge keys created;

Preferred scenario merge key created;

Fixes to Employer contact person merge key

fixes to current address From date merge key for second contact;

Ability to send email from deal for Asset Finance deals;

Improvements to external notifications in CC and BCC functionality;

Reports will now record country, city and IP address login details;

Reports fixes and improvements;

Fixed various Team member+ issues;

All roles are visible in the contact owner search field, and they can be assigned as contacts owners/team members;

Policy AI billing implementation;

Resolved issues with Email to notes option;

Contact finance profile is updating correctly after deal settlement;

The Loan amount in Summary section is showing the correct values for all splits (Amount + capitalized LMI);

The Loan amount value is now the same in Deal overview and in the Compare product section;

Deals with custom Deal statuses are properly displayed in workflows;

The entire list of labels is loaded by the drop-down menu when trying to create Deal Filters;

The Move to another workflow function in Deal Preview is completely functional;

The applicant age is calculated properly when the date is entered via Client portal;

Only person contacts from the deal are showing up as options when adding spouse via Client portal for deals where a company client is added;

Editing or adding any asset, liability or income does not delete Expenses in Interview mode;

Added Interest only and fixed rate expiry email task notifications;

Deal owner and team members can be selected as assignees to the tasks for Fixed term and Interest only for "Settled" deals;

When bulk archiving multiple tasks, the confirmation message is now displayed correctly;

Filters with 'name includes' condition are working as expected in the Contacts and Tasks section;

When there are multiple securities in a scenario, automations will trigger, depending on the condition of the selected security in the compare products tab;

Broker's branding is no longer missing in Honey diversification emails;

Webforms are again fully functional;

Fixed rate and interest rate expiry labels are available in Settings > Labels and properly assigned to Fix and IO term settlement tasks after deal settlement;

Several improvements to merge tables;

A new identity avatar merge key.

Reports refactoring;

Generate documents for clients/guarantors separately;

Introduction of Interview Mode;

Modify deal preview to edit deal name;

Add Important notes shortcut to deal preview;

Add limit field to Buy Now Pay Later field;

Fix to email to notes case sensitivity;

Estimated settlement date no longer gets changed when deal status changes;

Allow Illion HTML files to be uploaded;

Fixes to calculations pulling from Finance Profile for existing clients;

Combined PDF improvements;

Partner can now be selected when posting deal to commissions;

Required documents sorted alphabetically in Client Portal;

Deals changed to Not Proceeding status will no longer disappear from the workflow;

Deal team members can now have the same notifications as deal owner;

Improvements to My Updates and Reminders notifications In-app, Email and SMS;

Changes to SMS Notifications, Templates list showing more than 1 page from settings;

Team Members can now see all signed documents in Files tab and Latest Files section;

.mp4 files can now be uploaded;

Enhancements to Personalisations;

Ability to set preferred organisation;

Fixes to AI Compliance Notes switch;

Billing auto-recharge now added;

Additional of Honey Insurance in Diversifications;

Increase limit for Mailchimp and Campaign Monitor;

Client name now showing in signed documents Annature email;

Fixes to Access Referrals;

Improvements to Webforms;

Enhancements to Compliance AI formatting;

nMb integration completed;

ANZ lender accreditation codes now mapped to AOL;

Automation conditions expanded;

Fixes to email automations to deliver the email if there is more than one attachment;

Task states no longer show as overdue when date changed;

Tasks can now be archived from List View;

Client Portal login codes now delivered via email;

Client Portal fixes to editing income will no longer remove the expenses;

Client Portal upload button added in documents section;

Client Portal improvements to employment section;

Addition of Personal Loan merge keys;

Fixes to Refinance Analysis merge keys to add rate and term;

Quick Tools documents will now show logo;

Improvements to secondary residence property running costs;

Balance Sheet now added as a liability type in Finance Service;

Fixes to multiple loan splits in Quick Tools and deals;

Correction of HEM variance calculation;

Correction to Interest Offset savings calculation;

NZ Open Property Expenses;

NZ fixes to deal value not showing total loan amount;

NZ change to Funding Worksheet renaming Base LVR to LVR;

NZ enable comments section without selecting a recommended product;

NZ adding 2026 tax year to dropdown in income.

More than 100 partners can now be added to the Partner Portal;

The Client Portal will now save is the client navigated off the Profile section;

Download all files is now added to the Quick Actions;

Copy Email to Notes now added to the Quick Actions;

DOCX document download now added and can be set up in Enterprise settings;

Files and Requirements Documents tabs expanded to 50 items;

NZ only, removal of validation if surplus is $0 in the funding worksheet;

Loan amount and term now showing in post to commissions for Asset Finance and PL;

Merge Table fixes for liabilities to now show full lender name.

Fixes to log out issues;

Improvements to Client Portal document upload;

Improvements to Client Portal required documents email notification;

Not Proceeding Status notes can now be manually added;

The loan amortisation chart is no longer compressed when preview file is downloaded;

Asset Finance deals can now be posted to commission;

Risks merge table - changed to the word capitalisation;

Liabilities merge table - fixes to some liability limits;

NZ specific - fixes to loan amount in deal overview;

NZ specific - fixes to saving imported deals;

NZ specific - Change PAYG to PAYE in the Client Portal.

Fixes to Team Member + Role related to editing a deal;

Refixed deals NZ fix to changing status;

Estimated settlement date will be overwritten on actual settlement of the loan;

changes to Header on Client Portal from Deal to Profile and changes to header on overview tab;

Changes to adding lender accreditations;

NZ Merge Key fixes including remove city of birth, change PAYG to PAYE, all previous addresses and display of fixed rate period.

System now shows reason for log out. Note to users, your login token refreshes after 24 hours;

You can now convert generic deal types;

Partner list is now sorted alphabetically;

Deals created from QT Max Borrowing now have created state;

Fixes made to the Client Portal always opening to details of first applicant;

Fixes to required documents pagination and selection overwrite;

Improvements to login and log outs of Client Portal;

Fixes to stale automations;

Improvements to asset finance merge keys.

Improvements to logout issues;

Change partner details on UI;

Change user details on UI;

Workflows | Reorder stages;

Reorder stages in child orgs;

Improvements to Access Referrals;

Manual change status on deals;

Search by deal ID;

Deal becomes ‘Stale’ fixes.

Pause/Unpause functionality added;

Contacts are labelled automatically when added to a deal;

Security no longer duplicates when settling a deal;

Task automations can be assigned to a specific user;

Commission system fixes to BasePlate, Temenos and Escientia;

Default first name in preferred field name when creating a new deal/contact;

Add email to notes option to deal preview screen;

Preview compliance docs in deal and in tools;

Download preview docs in deal;

Download calculator option moved to summary tab;

When a lender doesn't have an excel calculator, a link will take users to the online calculator;

ABN search added to employer and company fields;

Removed requirement for signed credit proposal box to be completed to generate document;

msg files can now be uploaded to the system;

Improvements to the activity log scroll;

Modifications to the add/edit deal screen;

Simplifications to company and trust information;

Asset allocation for properties that are listed in personal details can now be edited on assets screen;

Fixes to editing notes for roles and types of notes;

Team Member role can now see task templates without restrictions;

Improvements to system logouts;

Fixes to date and time;

Disabling pasting Base64 images into email signatures on the My Account page;

View user detail options in enterprise settings;

Alphabetical tabulation on contacts page;

Improvement to Allianz, the ability to submit referral;

Improvements to MailChimp integration;

Label is added to contacts in search;

Label is now added to contact when it is created;

Fixes to existing contacts being added as a trustee, remove duplication.

Access referrals improvements;

Fixes to Email validation issues;

Flex integration fixes and improvements;

Fixes to sending esign request when primary phone is incorrect;

Adding existing contact now populate the deal with client details;

Custom fields now transferred correctly into duplicated deal;

Task marked as High importance, shows in Important content section;

Partners now visible in the Relationships box in Deal View;

Now able to Edit LMI on 2nd Loan Split;

Deal preview is now centred;

Copy Email to notes is expanded to include organisation team members;

List order fixed on 2 remaining lists;

Fix to Company contact is marked as undefined in risks;

Send an email using the default email client;

Partner filter on deals added;

Adding existing Contact to Deal will no longer erase data from that Contact;

Fix to Pages can be navigated indefinitely in Create document;

Fix to Copy Risk to 2nd applicant;

Fix to Funding Worksheet deleting the wrong scenario;

Next of kin address is editable in a settled deal;

Fix to Send button is active when no clients are selected in overview, contacts;

Possible adverse and beneficial changes mandatory fields in Risks are mandatory fields;

Fix to Mentor Team Admin adding Partner to Deal;

In the Client portal a fix Credit guide and privacy disclosure being Unable to 'Proceed";

Organisation branding now visible in the Client Portal;

Ability to Copy Automations and Templates;

Mandatory task template field now mandatory when creating a Checklist template;

Task marked as High importance, shows in Important content section;

Shortened Compare Product Merge Table;

Merge Keys External notifications Fixes:

Task filters now working;

Go To relationship from deal overview now works;

Fixes to Maximum Borrowing LMI;

Fixes to Maximum Borrowing HEM for Married vs Defacto;

Fixes to NZ Living Expenses Categories;

Display full totals in summary of Workflow stages;

Switching workflows now displays correct deals in list view;

Fix to deal counters in list view;

Improvements to Max Borrowing QT mobile experience;

Fixes to Max Borriwng QT results display.

Introduction of Policy AI- A chat bot for lender policy discovery;

Introduction of Translate AI - AI text content translator from other language into english in deal and contact notes and Client Portal;

Editing asset and associated loan will reflect in the Security tab for refinance applications;

Various improvements to the mobile user experience for both client portal and users;

Annature not working when phone number field is empty or numbers are not in correct order is fixed;

Contacts| SMS not working is fixed;

Quick actions | Send email | Unable to send email from this section is fixed;

Required documents | Files uploaded as required documents have NIL as prefix has been rectified;

Required documents section can be accessed;

Users can edit notes in settled deals;

Users can Edit notes when Attachment is added;

Team members + can now see Required documents if not added as owner / member;

Team members can now see Required documents added by other users;

Automations now working for TA role;

Required documents added & shared by user who is not deal owner are now showing on Client Portal;

Client Portal fix to previous address incorrectly calculating previous 3 years;

Custom fields are now visible in client portal;

Tasks List sorting now per due date, priority, status;

Merge field for contact name is now pulling information when email is sent;

Merge group data keys were printing info twice and are now fixed;

Adding note/task/file to a contact redirects user to the last deal he was in has been fixed;

Data added in new contacts was disappearing after saving and this is fixed.
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Issue with changing deal card colour is fixed;

When there are multiple clients in deal with the same employment, Income section > Linked employer option is no longer showing only one person;

Hand cursor now appears only where click is possible;

Partner can be assigned to a deal without issues;

The system now unlocks the Primary residence running costs field also when the client(s)' current Residential status is set to Boarding, With Parents or Other;

Existing contact for valuation can be successfully added and re-used in new deals and no duplicates of the contact will be made in the process;

Final calculation for the "Upfront Fees" fields in Deals and Quick tools now also includes Rate lock fee and Other fee;

Users are able to edit client's preferred name which is successfully shown under Deal Overview;

Archiving deals is now working as expected;

In the Tasks tab, the Overdue tasks number is showing only active tasks that are overdue (not done/completed);

Currently in the Tasks tab, Done tasks are showing active tasks which are not yet completed. Wording has also been changed from 'Done' to 'Active';

New Tasks filter Status conditions (Completed/not Completed);

Documents can be sent for signing via eSign even if the primary Email personal field is empty;

Deal owner now also receives signed copy via email after all clients sign the requested document, even when he is not a signee;

Resolved Apply Online lodgement issue;

An archive option is now enabled via one-step verification;

In Client portal, both first and last name fields are mandatory and edits cannot be saved until both fields are populated;

SMS service is again functional;

New deals can now be created in Partner Portal by newly created partner accounts;

In Quick tools > Product comparison, changes made to product parameters are being saved properly for both new and existing deals;

Broker Referrer code and Company referrer code merge keys are showing correctly.

Ongoing fees shown in Deals > Compare products > Account keeping fee & Package fee are displayed correctly as "Ongoing annual fees" under the "Product comparison" merge table;

Loan account number in Summary tab in deals is now working properly and every new edit is saved successfully, where Lender reference number can be edited only after Submission;

In the Compare product tab, total cost short term 3 years is now calculating accurately;

When the second user changes deal ownership back to the first user, the first user can update Client profile and Broker tools without any issues;

Email can now be sent from a Company contact;

When scenarios have multiple securities and splits we can successfully select different Security for different splits;

Issue with document creation in deals is fixed;

"Copy email to notes" option is no longer greyed out for settled deals;

Important content section in Deal view is not showing unfitted content any longer (e.g. all notes added to a deal instead of only the ones which are marked as important);

The Preview file option in the Deal > Home Loan > Funding worksheet tab is visible once a file with the Funding sheet label is added to the deal;

The same Preview file feature is available in Compare products tab for uploaded or created documents with Product comparison label;

Product search is working properly when multiple lenders are selected;

Files uploaded from Client Portal via Required documents can be bulk downloaded without issues;

"Deal state" option is again visible in the drop-down menu for "All" and "Any" deal filter conditions;

In deal Overview tab, users are able to see up to 10 checklist items, instead of 3;

Issue with sending emails using the Quick actions > Send email option is fixed;

When sending emails as "myself" (not a deal owner) will no longer show the emails being sent from the deal owner instead, but rather the sender himself;

In a deal with a contact person and company applicant, merge key {@brokerToolsTablesSecurityDetailsComplex} - name of Entity contact is now visible for Security ownership table complex;

When a task is added to a deal, it is now recorded in the Deal > Activity log;

In the deal analytics and action window of an archived deal, an "Archive" button is renamed to "Delete";

After restoring an archived deal, the deal analytics and action windows refreshes to showcase the active deal Summary view;

Issues with the contact type where deals could not be edited or saved are resolved;

In Workflow view, users are able to click on 'Binoculars' icon on every ticket and see Deal view summary with some new actions;

Newly added deals are now appearing in workflow stages in real time;

Newly created deals are appearing at the top of the stages in Workflows, regardless of the deal name;

When "&" or apostrophe are used in the email subject field, it is now displayed OK in received email without additional letters and signs;

Filters made in one organisation are no longer visible in all other organisations;

Issue with sharing Client Portal is resolved;

Calculation for 'Rental income' in {@brokerToolsTablesSecurityDetailsComplex} merge table is fixed. All income frequencies are now correctly recalculated to show monthly values;

Deal and Quick tools Funding Worksheet tables have been updated to dynamically hide rows with $0 values;

Loan purpose table is printing correctly now;

Quick tools Maximum borrowing table has been updated to include only the following columns: Lender, Amount, Net Surplus, and Product Rate;

Merge keys used in the Subject field of an email are working correctly;

When creating an automation under Settings > Process > Automation, the fields Deal state and Deal's color for 'And it matches any of these conditions' section have functional drop-down menus, and values can be selected without any issues;

New ability to reset User accounts under the User management Section in Settings;

In Enterprise Settings under the User management tab, search is now returning results when trying to search for a User/identity;

When creating a new organisation and choosing currency in the drop-down menu, there are no duplicated currencies any more;

Dates in Summary email notifications are now formatted correctly;

Length of lists in Settings is increased from 25 to 50;

The same workflows, deals and contacts no longer appear multiple times in search based on the number of team members in each one of them;

Team member+ users can search for deals, contacts and tasks that are not assigned to them without any issues;

Users with assigned Team member+ roles are able to successfully edit Client Profile and Broker tools in Deals that are not owned by them and where they have not been added as members;

New Contacts Change owner and Task Assign to bulk options;

In Asset Finance deals, under Asset Finance Tools > Finance proposal > Pricing, the fields Base Interest rate and Interest rate are now displayed in percentages;

Equifax is again fully working in Asset Finance deals;

Now when date of contract is manually selected in Quick tools Funding worksheet, on printed documents date no longer goes one day back;

Non-owner users can now send deals to Flex without getting logged out.