Removed the requirement on the Data Import tool that all cases imported must have a ‘Submission to Lender date’ within the last 12 months.
Added additional fields to the ‘Employment History’ section to capture the ‘Employment Basis’ and ‘Employment Type’ of your Client’s previous employment.
On the Protection Written & Protection Completed reports, updated the ‘Date Policy Submitted’ column to return the ‘Application Date’ as entered in the Protection case instead of the date the case was moved into ‘Submitted to Underwriters’ status.
Updated over 4 months ago