When requesting documents from clients through the Applicant Portal, agents have full control over the template and email content of this message. In case agents do not want to customize this message, Scarlett will now automatically include a clear default message in the email subject & body.

When a Document Verification Service (DVS) check through Equifax fails, error messages will now display detailed explanation to help agents quickly identify the reason for the failure and the required resolution.

This update delivers revised versions of the three Alberta Written Service Agreements for Borrower, Intermediary, and Lender.

These forms now auto-fill deal information and include new editable fields, making them faster and easier to complete.

Previously, some uploaded documents submitted to Manulife Protection Plan (MPP) were not received due to formatting issues in the file name. Scarlett now automatically adjusts file names in the background, ensuring every uploaded document is delivered to Manulife without delays or technical hiccups.

When applicants receive a document request email the link will now open the Document Collection page of the deal, rather than their main dashboard of all current and past deals.

With this update, clients do not have to select the correct deal from their dashboard, eliminating confusion and allowing them to access the requested document list immediately. This makes the process faster and more intuitive.