Advisor Portal
After completing your sourcing through Sourcing Brain, saved products are now retrieved by pressing a ‘End Session and Retrieve Products’ button within Smartr365. This removes the need to log-out of Sourcing Brain before products can be pulled into Smartr365.
Improved the display of field validation on the ‘Credit Commitments’ section of the Fact-Find to help identify what areas need to be resolved.
Resolved an issue that was causing an ‘unknown error’ to display on the ‘Credit History’ page of the Fact-Find
Resolved an issue where documents automatically retrieved from Uinsure on a linked case were being duplicated
Resolved an issue where the ‘Buildings Years No Claims’ discount was not displaying correctly as returned from Uinsure.
Client Portal
Resolved an issue where the Fact-Find field ‘Have you been a resident in the UK for more than one year’ was not saving and reverting to no entry
Resolved an issue where the ‘Saving Arrangements’ form was unable to be saved