Lender submissions are more reliable

Nationwide submissions (FMA) are now available to all firms, and now work for prepopulate-only DIP cases as well as product-reserve cases.
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We've made Nationwide submissions more resilient, so they're less likely to fail partway through.

For Halifax re-DIPs, you'll now see a clear banner if a submission is blocked, telling you why, instead of failing silently.
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A tidier, more focused platform
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We've retired several obsolete areas that were no longer in use — the old client Applications page, the old client Portfolio page, and the legacy Calculators — to reduce clutter and confusion.

Fact Find & sharing

Client portal & documents

Cases & quotes

After transferring a case to a new adviser, the case summary now correctly shows the new adviser instead of the original one.

Resolved save failures affecting some mortgage cases and the client portal.

Fixed a validation issue that was preventing some protection quotations from saving.
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​Expanded field access for network members

Network-level restrictions have been removed from the following customer data fields, which are now visible and accessible to network members:

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​Documents & Verification

Compliance documents are now protected — clients can no longer delete adviser-uploaded documents (such as IDD/CIDD) from the client portal.
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On the eConveyancing page, updates to the source of deposit now appear immediately, with no need to hard-refresh.