Our team have been going through every field in the Fact Find section and ensuring the field validations are sensible and useful (we do not want to see any rates of 1050%!!). In this release, and the next (13/02/2025) validations will be improved on all of these fields.

These changes will ensure your data is accurate, and will smooth the process of sending data via integrations.

When you upload a document to the Document Store, you are now able to edit the document name during upload rather than after.

also on Document Store, you can now sort by Oldest/Newest or A/Z on different columns to help you find what you are looking for more quickly

Added Zoom bar to Document Templates by default

When you apply a filter on the 'Tasks' page and navigate away, the filter will still be there when you go back.

You can now filter Tasks by colour so you can work on the most urgent with ease

For our Openwork users we have improved the ConcertHub submission page so that it is clear when the 'Submit' button is ready top be clicked opposed to showing a constant spinner

Another one for Openwork users - we have added clarity around what to add to the 'Quote Product Code' field.

Added 'Payment Route field to SmartrConnect page for Nationwide

Added a 'Save your Progress' warning on the Client Portal when a user navigates away from Fact Find.

Improved Email Templates loading from case notes

When you source through eConveyancer and instruct a solicitor, the solicitor details now appear

When you try to add Natwest Credentials, the field now allows Special Characters

NHS Staff income is now accepted when applying for Halifax DIP via SmartrConnect

the 'Send Email' button now works as expected when requesting Experian Credit Search consent

Tiles are no longer duplicated when returning products after sourcing via Twenty7Tec

Making a case 'Favourite' now reflects in real time rather than awaiting a refresh

If you enter a case from the 'Fact Find Completed' notification, you will now see the case dropdown