Access referrals improvements;

Fixes to Email validation issues;

Flex integration fixes and improvements;

Fixex 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.