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.