Release Notes - 6 October

We have made these improvements in the latest release:

- The Case Switcher now includes more context including a label of the case you are currently viewing (Current), Lender or Provider, and Status

- We resolved an issue for joint applicants where the benefit was being added to the second applicant's policy instead of the first applicant

- We have improved the error messaging under Data Import

- Mortgages for the Submission date and resolved the issue for Buyer Type Remortgage in status Remortgage

Release Notes - 13 October

We have made the following improvements in the latest release: Solution Builder - Add to Case

- We’ve improved the reliability of the ‘Add to Case’ feature for Solution Builder bringing back documents to the Document Store. Documents may take a few minutes to arrive in the Document Store so please check back after one or two minutes if they have not yet been added. Demands & Needs

- A warning is now triggered when changing the client's answers from Yes to No (and vice versa) for Life & CIC, & ASU Financial Overview

- We've added a Mortgage Budget, as well as a caption at the bottom to explain the Income and Expenditure fields used in the Net calculations Data Import

- Mortgages - We've resolved an issue where the submission date validation was incorrect Case status

- We've resolved an error when editing case status on newly created mortgage Dependants Page

- We've resolved the issue where the Dependant list view was displaying 'No' for Dependant for Whole of Life? when the question was not answered

We have made the following improvements in the latest release:

- Resolved an issue where Hometrack emails were not sending

- Halifax SmartrConnect - "Does the customer intend to select a fixed rate product with a term of five years minimum?" is now a required field. Was previously optional.

Expenditure (Council Tax and Joint Expenditure)

- Resolved an issue where we were sending Council Tax as annual instead of monthly

- Resolved an issue where we were sending joint expenditure as individual expenditure

We have made the following improvements in the latest release:

- Building and Contents is now showing in Protection Written/Completed Reports.

Financial Overview

- If a Mortgage, Existing Property, or Credit commitment payment will be paid before the completion of the new Mortgage, this is not included in the Expenditure calculations.

- We have added copy to the Financial Overview to mention monthly Council Tax (Annual Council Tax/12) has been included in the Expenditure Monthly calculation showing in the Financial Overview.

- We resolved an issue with the Outgoings

- Credit commitments section where if you added a credit commitment for a joint case after entering via one applicant, you can't see the credit commitment raised under the other client. The record added can now be seen.