Client Portal | New features and additional bug fixes;

Under Client Portal settings users can add Flow steps videos, which will show up immediately upon first and every other log in to Client Portal;

Client Portal | Fixed issues with Asset Finance deals;

Changes to Partner Portal Settings;

Credit Quote documents can now be downloaded and opened successfully;

Various improvement to Finance Service;

When creating the Required Documents Group, the field for required documents is now saving added values.

Client Portal | Several new features and bug fixes related to Home Loan and Asset Finance deals;

Partner Portal improvements and bug fixes;

Inheritance | Organisation Setup Enhancement;

Fixed issues with settling deals;

Deal Status | New options added and changed the existing;

Roles and Permissions | New Mentor and Mentee roles and, changes and improvements to the existing ones;

Posting to Commission System improvements and fixes - eScientia, Baseplate, Temenos;

Custom Fields | Various enhancements;

Automations | Expanded with new triggers and actions;

Automations are now working when new deals are created via Quick Tools;

When an automation is created with an action to create required documents from a template, the automation will now execute;

Users are able to assign clients and guarantors to documents, both in a Deal or through Client Portal;

Required Documents | Due Date bug fixes and enhancements;

If a user attempts to login with an incorrect password the service will respond with a sign in error message:

''Too many unsuccessful login attempts. Please wait XX seconds before trying again.''
Time required before the next login attempt is allowed will increase with every unsuccessful attempt.

Allowed 'Forgot password' requests are now limited to only 1 in every 5 minutes. During this time a message displays:
"A password reset has been requested recently and cannot be requested again for the next 5 minutes."