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Release Notes 2022

Release notes of all Salestrekker deployments

Ana Babic avatar
Written by Ana Babic
Updated over a week ago

17 December 2022

  • Equifax user details are visible on all org levels in Settings and via Groups and Branches 3rd party menu. When integration is disabled username used to activate the integration is shown on the UI;

  • Further LoanApp living expenses mapping enhancement;

  • Allianz General Insurance diversification - consent wording change;

  • DocuSign - separate note is generated for each signee not showing up

  • Apply Online mapping (improved mapping of the ABN section
    from ST to AOL);

  • Honey Referral emails should carry Organisation/Branch branding;

  • Macquarie Asset Finance API upgrade V4.7.

P.S. Please rate our apps on App Store and Google Play.

19 November 2022

  • Rent/Board Expense VS Notional Rent | System is using both values accordingly
    instead of just one;

  • Critical Maintenance/Updates for DocuSign Connect 2.0 Configurations;

  • Update wording for the eSign error message to:
    'Unexpected error connecting to eSign. Please try again in 1-2 minutes';

  • LoanApp living expenses mapping enhancement;

  • Two additional merge fields:
    Deal - Home Loan Split - Interest Rate Discount {n|20}
    Deal - Home Loan Split - Interest Rate of Product {n|20}.

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25 October 2022

  • Android application upgrade to Android SDK 31.

P.S. Please rate our apps on App Store and Google Play.

15 October 2022

  • Password reset | Symbols "@" and "#" added to server checks;

  • Product Compare Table - following enhancements to the Product Comparison table only (no UI changes):

LMI to be included in the table,
Short term cost to now include 1-5 years (each year separately),
Add Total Principal,
Add Total Interest,
Different shading (visual) for Split headers
;

  • Macquarie Asset Finance API uplift - additional field capture (mandatory):

Drivers licence card number,
Occupation captured for director applicants.

P.S. Please rate our apps on App Store and Google Play.

3 September 2022

  • MoneyPlace Asset Finance Gateway - application submission option;

  • Email to Notes function is in addition to 'Current Deals' in the contact view now also available under the 'Completed Deals' section;

  • Equifax - Drivers Licence Card Number mapping.

P.S. Please rate our apps on App Store and Google Play.

13 August 2022

  • API tab visibility under Settings is restricted to Support team only;

  • Reintroduced Email to Notes function under Contact View;

  • Introducing a new field for drivers license: "Card Number";

  • Client Portal check boxes and some text fields under Needs and objectives are no longer editable in read-only stage;

  • LoanApp living expenses mapping enhancement.

P.S. Please rate our apps on App Store and Google Play.

2 July 2022

  • Illion Access Seeker update - reports to include recently implemented changes on Financial Hardship Indicator, Buy Now Pay Later account types, New Arrangements, Unit of Time;

  • Illion Bankstatements CSV transaction file option;

  • IDSmart upgrade to improve fraud detection and provide better customer experience;

  • Scheduled Apply Online internal audit (improved mapping from ST to AOL).

P.S. Please rate our apps on App Store and Google Play.

28 May 2022

  • Asset Finance Liberty Gateway Unique Application Identifier - Liberty Integration does not support re-using of Application Identifier. This prevents any re-submissions of deals from Salestrekker (if initial lodgement was not successful on their system due to validation, or other reasons).

    System now generates a new random Application Identifier with every lodgement attempt. This will result in a unique Application Identifier being sent every time.

  • Compliance Documents | Merge field {%brokerToolsChartsLvr} - bug fix of incorrect graph for Top Up applications;

  • New option for WebloanQ subscribers - Calculators:

    Borrowing Power, Refinance Calculator, Repayment Calculator, Stamp Duty Calculator, Personal Loan Calculator, Car Loan Calculator, Income Calculator, Budgeting Calculator;

  • Library -> Quick Quotes -> Amortization schedule - View PDF and Download PDF bug fix;

  • Option to attach document to Diversification referral email dialog;

  • Choose Settled Date field is no longer pre-populated with the current date (it will be empty by default and it will require input).

P.S. Please rate our apps on App Store and Google Play.

7 May 2022

  • My updates and reminders | Existing deal where ownership changed to me (update via SMS or email);

  • My password and security | Two-factor authentication - additional option in form of SMS (authentication pin delivered to your mobile number via SMS);

  • Merge | Asset Finance disclosure table {@assetFinanceToolsTablesBasisForRecommendationsMadeAndCustomerDisclosures} - positive answers to reflect “Yes” instead of “Y”, and if signed Credit Proposal is marked, table to include the date;

  • Merge | Compare Products Complex {@brokerToolsTablesCompareProductsComplex} - rework to ensure cashback savings are displayed properly;

  • MoneyPlace - new Asset Finance Gateway;

  • LoanApp living expenses mapping enhancement;

  • Partner Portal option to select multiple labels when creating a new lead, and partner logged in for 1st time notifications bug fix;

  • CoreLogic RP Data | Update of reports (to include estimated value and other rich content) with the removal of a bug in address field (unit number missing);

  • Client Portal | Overview video fixed - option to embed a video (educational or promotional) in the Client Portal dashboard Setting→Client portal→Overview video.

P.S. Please rate our apps on App Store and Google Play.

2 April 2022

  • Additional data fields and commission group generic options;

  • 'Other' Product requirements are no longer transferred to Apply Online only as 'Yes' and printed the same under the 'Details' even if the deal text field is empty.

P.S. Please rate our apps on App Store and Google Play.

5 March 2022

  • Pepper Asset Finance Commercial lodgement;

  • Scheduled Apply Online internal audit (improved mapping from ST to AOL);

  • Fixed Liberty MotorDataService submission errors;

  • Annature Certificate of Completion contains broker mobile number.

P.S. Please rate our apps on App Store and Google Play.

12 February 2022

  • Annature - new eSign solution;

  • New Asset Finance Gateway - Liberty MotorDataService;

  • Partner Portal Deal Owner list is sorted in alphabetical

    order.

P.S. Please rate our apps on App Store and Google Play.

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