Changelog 27/08/20


  • When exporting a commission report for mortgage opportunities, you can now see 'Won Loans', 'Lost Opportunities' and 'Open Opportunities' to gain a better understanding of your situation.
  • Clients cannot edit your recommendations on the mortgage review document.
  • Changed the Recommended Cover calculator warning to better reflect what must be done to begin calculations.


  • Fixed a bug where some required fields were not highlighted in orange when trying to complete a section.
  • Fixed a bug where a follow-up question for child/dependant's education cost was not showing up in the insurance fact find.