Proceeds from Sale was not automatically calculating - this is now been fixed.
Issues with copying timeline addresses not pulling through emails - all working now.
Logo placements in downloaded PDF documents produced should allow space for logo without colliding with heading.
PDF Style Colours were defaulting to black for some, now this is fixed.
Spelling errors - under Loan Structure Breakdown, Signature & confirmation page for Mortgage Recommendation - fixed.
Mortgage - Repayment amounts were not calculating; this has been fixed.
Mortgage - certain rates not selectable in recommendation page.
Pre-March 15th Bugs:
Now only properties with rental income appear in the 'Monthly Rental income' section of the Fact Find download.
Lodging complaint through pipeline: the info modal keeps loading but does not confirm it is done. This has since been fixed.
Fact Find area of Medical questionnaire & downloaded FF: wording changed to 'smoked or vaped' in past 12 months.
TSB added as banks with LVR maximum of 60% for non-residential lending
Policy importer: "Sovereign" renamed to "Sovereign/AIA" (for the BDM request option) which reflects the post-merging of Sovereign with AIA.
Mailchimp Merge Tag that was CDOB (client date of birth) is now called
In Reports, under "Opportunities Currently Assigned" tab - there is now a Pipeline export: this downloads an excel file with all your current pipeline information including:
- Which Pipeline (by the sheet tabs) - Opportunity Stage - Number of days in current stage - Opportunity Value - Date Opportunity was created - Opportunity Lender (if available) - Profile opportunity is on - Key Contact of that Profile - Opportunity Owner/ Assigned t