Self-Declared PEP Option Added for Co-Applicants The application process now includes a PEP toggle for co-applicants, ensuring the declaration is saved correctly within each deal. PEP declaration toggle shows for co-applicants.
Previously, only the primary applicant could declare PEP, but now co-applicants can also do so, improving accuracy and compliance. This works whether the co-applicant is added or invited to the deal. PEP declaration captured in notes for applicant and co-applicant. Enhanced Document Search in Client Portal The Add Document list now includes documents under the category of “Other”, enabling users to request documents from this category. Category of “Other” displayed in the Add Document list
Add Document(s) has a search field to look for specific documents to request, streamlining document management Searching for “lett” displays only the documents that have “lett” included in their title. Increased Upload Size Limit on Client Portal Documents up to 35MB can now be uploaded to the client portal, increased from the previous 20MB limit. This allows clients to upload larger files on their document portal Warning advising of the 35MB upload limit Validation for Minimum Down Payment on Insured Mortgages Scarlett deal validations will now notify agents when the down payment does not meet the minimum requirement for an insured mortgage. This ensures agents are aware and are properly including insurance premiums in their deal qualification Improved MPP Document Upload Handling MPP document upload now updated to fix an issue where Manulife did not receive uploaded forms due to filename duplication. The update appends a unique identifier to each file upon upload, ensuring MPP receives all documents correctly. Two documents uploaded were given unique file names so they do not overwrite each other
Update Type: Bug Fixes
Filter Report & BC Fixed Credit Disclosure Filter Report Enhancements
Schedule Your Reports
Receive your frequently used reports automatically. Introducing a “schedule report” feature in the filter module under “My Filters” and users can schedule the report by clicking the “Report Scheduler” icon.
Schedule Report:
Users can configure the workflow by setting up Triggers and Email(s). There are two types of triggers available: “Recurrent” and “On-demand”.
The agent can add one or more email addresses and must use an “Access Key” for extra security.
A default access key is automatically generated to view the report. When the report was run two emails are sent to all recipients:
a. The first email included a link to a page where the report could be downloaded.
b. The second email contained only the “Access Key” set by the agent.
Upon entering the correct Access Key, recipients will be able to download the report. Scheduled Reports – All automatically generated reports, from either Recurrent or On-demand filters, are listed under the Reports section.
Users can access them from the Scarlett side menu under “Reports” and can choose to share or download these reports. Better Sorting Features
Filter’s List View – In this update, we have expanded the Filter functionality by adding a new option displayed only when “List View” is selected. Users can now choose their preferred filter type, and the custom view list will display accordingly.
Sort By – Agents can now select a sorting option from the dropdown menu and choose either Ascending or Descending. Deals will be displayed according to the selected sorting preference.
Group By – Deals are grouped and displayed according to the selected option for easier access. BC Fixed Credit Disclosure
Replaced BC Form 6 – The form has been replaced with a Fixed Credit Disclosure Statement, with its contents updated for better clarity and usability.