In this release, we've introduced some great new features and some key optimisations.

Nationwide via SmartrConnect now works for Purchases as well as Remortgages meaning you have a more seamless journey by using the information already collected rather than re-keying on the portal.

When the client provides consent for their credit check, the adviser will now receive an email notification

Network brokerages can now publish their own network document templates.

Added 'Creditor Company' to the Commitments section in Outgoings

Added Validations when a need is added ensure all on screen questions are answered

Optimised API calls on case summary screen to improve performance

Added 'Are there monies from High Risk Countries?' field on the Mortgages > Additional fields section

Added Marketing Preferences toggles on mobile devices (Client Portal)

Added previously submitted values to Halifax DIP form on Smartrconnect

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Changed minimum retirement age from 50 to 18 under General Employment Section

In the Adviser and Client Protection Fact Finds, we've removed the default values for 'Is the applicant in good health' and 'Is the applicant a smoker?'

Added Auto Refresh when copying address history from one client to another

Enabled submissions for joint applicants with an existing property

Amended Marketing preferences timestamp to reflect local time rather than UTC

Changed behaviour of the 'Save/Discard' modal so it does not appear when clicking on a validation error.

Updated Validation Error Modal to clearer messaging when required fields are missing

Optimised Validation rules to ensure warning only appear on relevant fields

Updated permissions so Admin Assistants see referred protection cases

Enabled spellcheck for new Documents in Document Templates

Added 'Previous Employment Occupation' on SmartrConnect page

Introduced a clear error message in Document Templates when multiple copies are created with same name

Resolved an issue on SmartrConnect where Self Employed (Contractor) was being rejected on certain occasions

Resolved an issue where incorrect Company Acknowledgements were showing when Client A is joined with Client B and Client C

Resolved an error related to ''Gross Total Per Annum' observed while submitting DIP when the Buyer Type is Purchase

Resolved an issue where the 'Credit Report' button not displaying when navigating to case summary and back

Resolved an issue where Document Preview was not displaying in adviser or client portal

Resolved an issue on SmartrConnect Nationwide (Joint Case) where a Validation error was shown for Occupation and Industry for Second applicant and DIP submission was blocked even after filling in these details

Resolved an issue where 'Industry and Occupation' should not be requested on the SmartrConnect page for Applicants with Employment category: Unemployed or Retired during DIP submission