This release is headlined by a major expansion of in-app Reporting, a smarter global search (SmartSearch), and broader lender coverage in SmartrConnect for Nationwide, NatWest and Halifax.
📊 Reporting — build the view you actually need
Company-wide dashboards are here — see performance across the whole firm, not just your own pipeline.
A dashboard-level date picker (including a new between date-range option) now drives every chart on the board at once.
Sortable, re-orderable report columns and clickable charts — click straight from a chart or table row through to the underlying case.
A redesigned "Add column" picker: grouped, searchable, and split clearly into dimensions and measures.
New users now start with a sensible set of default dashboard tiles instead of a blank canvas, and preset changes now flow through to dashboards you've already created.
Numerous layout and stability fixes: charts no longer clip, the chart-builder no longer discards your work if you click outside it, and report recovery handles errors gracefully rather than getting stuck.
🏦 SmartrConnect — more lenders, fewer surprises
Nationwide, NatWest and Halifax now run pre-submission Missing Fields checks, so you find out what a lender needs before you submit a DIP — not after a rejection.
Clearer in-context guidance when a case isn't ready: an in-panel Nationwide outcome banner, friendlier gateway/error messaging, and the exact failure reason on Halifax DIP certificate downloads.
Affordability/income verification (AIV) banners now appear on Nationwide DIP results.
Missing Fields now refreshes automatically after you save, and handles repeated records more intelligently.
🧾 Fact Find & documents
Existing protection cover is now included in the Fact Find PDF.
Fixed an issue causing some Fact Find downloads to error.
Referring adviser details now render reliably on shared documents.
🔒 Platform, performance & reliability (under the hood)
More resilient sign-in: MFA method choice is now remembered, and stale configuration cookies are cleared automatically after a business migration.
Performance and stability hardening across search indexing, database upgrades, and external integrations.
Ongoing clean-up of retired features and reduced background noise to keep the platform fast.