Fact Find exports available for Protection and Building & Contents cases

You now have the ability to export the PDF version of your Fact Find directly from the B&C or Protection case, just like you would within a Mortgage case. This option can be found in the top right corner while you are within the Fact Find section of any case for your client.

Minor Improvements & Fixes

· Added ‘Company Address’ to the Fact Find for all ‘Self-Employed’ types on the Client portal.

· Resolved an issue where ‘Arrangement Fee’ wasn’t showing on the Fact Find export for a Remortgage case.

· Resolved an intermittent issue where the SIC Code field was not displaying when a Mortgage case was moved to Remortgage.