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[June 14, 2023] Learn about our latest releases + new individual consent flow BETA 🖋
[June 14, 2023] Learn about our latest releases + new individual consent flow BETA 🖋
Marnie George avatar
Written by Marnie George
Updated over a week ago

Product enhancements

  • Compliance docs: We are frequently updating our compliance documents to meet new regulations. This time around, we've added two new sections to New Brunswick disclosure document: “Conflict of interest disclosure” and “Commission disclosure”.

  • Validations: We turned a validation for exceeding 99% TDS into a warning, and added a new validation to ensure that, if a tax amount is entered, a tax year is also entered.

  • Finmo API: Our new user-friendly API documentation will help you get started with the Finmo API. Learn more


Bug fixes

  • An issue preventing multiple documents to be added to an e-sign package simultaneously is now fixed.

  • Validation no longer fails when deleting an income source.

  • Suitability disclosure form can now be generated without any issues.


New individual consent flow (BETA)

Exciting news! We’re introducing a new consent flow in Finmo that allows each borrower to provide their own consent. Want to be one of the first to try it? Join our beta release. Registrations are open until June 21, 2023.

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