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[May 02, 2023] Required documents managed at the organization level... and other cool stuff
[May 02, 2023] Required documents managed at the organization level... and other cool stuff
Marnie George avatar
Written by Marnie George
Updated over a week ago

Product enhancements

  • Required documents can now be configured at the organization level and will apply to all teams within that organization.

  • Restriction for having subject property in place before compliance documents can be generated was removed.


Bug fixes

  • The interest adjustment date is no longer changing value when updating the mortgage calculator.

  • The insurance sales tax rounding error is now fixed.

  • The system will now provide a user-friendly validation message if street direction doesn't have a value.

  • When adding a borrower from an existing application to a new deal, all of that borrower’s deals now appear in the dropdown.

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