We have just released several exciting new improvements in this release, including: sending more data to SourcingBrain, we've allowed masked bank details to be unhidden, and we've made other general experience improvements.
Sending more data to SourcingBrain
We have now pre-populated the following Smartr365 sections to SourcingBrain: Mortgages, Fact Find, Personal Details, and Financial Overview, Employment Income and Property information.
We have also mapped back the Mortgages and Mortgage Fees sections from SourcingBrain to Smartr365. We have also mapped a few of the lender fields including: lender name in Smartr365 and when the case is a remortgage, we now populate the current lender in SourcingBrain.
This reduces a lot of re-keying mortgage quote information directly into SourcingBrain.
Unhide masked bank details
We have made a change to the masked bank details feature so you can view the bank details. If you click on the unhide icon, the bank details will be visible. You can also now edit or change the banking information without the field wiping the existing data. These changes have been made for advisers and clients.
Time and date displayed on Documents
We now display time and date of the uploaded document in a column in the Document Store.
General experience improvements
We've delivered the following general experience improvements:
We have updated the SmartrConnect Nationwide criteria for Nationwide to reflect the latest criteria. We have also updated Nationwide to include reference to shareholding <20% (Hammed to provide).
We have removed some of the wording from the Existing Properties question for everyone, this now reads, "Is this mortgage to be repaid before completion of new mortgage?".
We've added 'Creditor Company' to the Commitments section in Outgoings in the Adviser and Client Portals.
We have updated Halifax in SmartrConnect to allow new submissions over 90 days.
Users can now search for a limited company on the case list page.
Bug fixes
We have also fixed the following bugs:
Nationwide: Validation message should be shown on the SmartrConnect screen when the 'Year Built' field is empty.
Halifax- DIP form - Previously configured DIP form values will be restored.
Client Portal - Product dropdown now displaying all cases on the client portal.
Nationwide (Joint Case): Validation implemented for Occupation and Industry for Second applicant and DIP submission is blocked even after filling in these details on the SmartrConnect page
Industry and Occupation is not requested for Applicant with Employment category Unemployed or Retired during DIP submission
Admin Assistant is now able to View and edit a Protection case that was referred from a mortgage adviser in a different team.
Network page - The Case assigned to details on the Openwork Network page will always be displayed.
Only single expenditures & credit commitments displayed in NCRP & pdf for a single case/
Both applicants single expenditures & credit commitments + joint displayed in NCRP & pdf for a joint case