​Broker Tools - Tables
- Interview Details (expended with UI changes)
- Verifications Completed (expended with UI changes)
- Security Guarantee Details (new dynamic table related to limited guarantee amount offered)
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​Deal - Tables
- (Archived) Expenses (old static table for expanses per deal)
- Expenses by household (new dynamic table with living expenses per household)
- Expenses by household with comments (new dynamic table with living expenses per household with comments included)
- Total income per Contact Annually (expended with UI changes)
- Total income per Contact Monthly (expended with UI changes)
- Insurance Providers (expended with UI changes)
- Exit Strategy (expended with UI changes)
- (NEW) Your Credit History (updated table with Bankruptcy question included)
- (NEW) Your Health (expended with UI changes)
- Your Health (expended with UI changes)
- Adverse changes to financial situation (split table – previously combined Adverse and Beneficial)
- Beneficial changes in financial situation (split table – previously combined Adverse and Beneficial)
- Other Advisers (expended with UI changes)
- Signatures (new dynamic table for signatures per number of contacts in the deal)
- Assets (expended with UI changes)
- Liabilities (expended with UI changes)

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​Broker Tools - Security Details (expended with UI changes)
- Ownership Percent
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​Deal - Assets (expended with UI changes)
- Owner Occupied Property Address Ownership
- Investment Property Address Ownership
- Vehicle Make And Model Ownership
- Bank Account Ownership
- Home Content Ownership
- KiwiSaver Ownership
- Superfund Institution
- Shares Ownership
- Other Ownership
- Balance Sheet Ownership