Homebuyer document upload notifications
We have introduced Advisor Portal notifications for client document uploads. When a client uploads a document through the Homebuyer App, and the upload has completed processing, the advisor will now see a notification in the bell icon within the Advisor Portal. Notifications include the client name and case ID for clarity.
Clicking the notification takes the advisor directly to the case document store, with the newly uploaded document highlighted, making it quicker to review and continue progressing the case.
Homebuyer Current Employment section fixes
We have resolved a set of issues in the Homebuyer App Current Employment section that could prevent users from managing and completing employment details successfully.
This includes fixes for:
Deleting existing current employment records
Exit and Save behaviour via the close button, where users could get stuck after confirming exit
Completing the Current Employment section, where users could see a generic error message
Persisting Current Employment updates into the Adviser Portal, where the saved information was not always reflected correctly
Doc Drop Box document uploads restored
We have fixed an issue where documents uploaded via the Doc Drop Box could fail in both the Homebuyer journey and the Advisor Portal, preventing users from successfully submitting documents.
Doc Drop Box uploads now reliably complete using the new Document API. Document metadata and files continue to be managed by the new document service only, and no document data is stored in the monolith database.
Halifax submit button now prevents duplicate submissions
We have improved the Halifax Full Mortgage Application submission experience to provide clearer feedback and prevent multiple submission attempts.
Previously, clicking Submit Full Mortgage Application provided limited visible feedback, leading some users to repeatedly click the button.
Now, when you submit a Full Mortgage Application via Halifax:
The Submit button is immediately disabled
A clear in progress state is shown (e.g. loading spinner) while the submission is processing
The system prevents multiple concurrent submissions for the same case
Occupation code and job title now stay in sync across Income and Protection Fact Find
We have improved how Occupation information is managed across the platform by ensuring the Occupation Job Title and Solution Builder (Origo) Occupation Code stay in sync between the Income Current Employment Fact Find and the Protection Fact Find.
For those firms with Solution Builder credentials, the Occupation selection is now consistently reflected across both areas, including when creating or updating a Primary Employment record. Where an Origo occupation code already exists in the Protection Fact Find, it will now be pre-populated into the Primary Employment when a Current Employment record is first added.
Protection Fact Find Occupation now persists and displays correctly
We have fixed an issue where the Occupation field on the Protection Fact Find page could appear blank or be wiped after adding or editing a Primary Employment record in Current Employment.
Previously, users could return to Protection Fact Find and see the Occupation missing until the page was refreshed. In some scenarios, saving the Protection Fact Find before refreshing could clear the Occupation value entirely.
Now when you add or update a Primary Employment record (including Occupation), the correct Occupation is immediately displayed on Protection Fact Find without requiring a refresh, and it will no longer be cleared after navigation, refresh, or saving the page.