This change allows agents without standard submission permissions to create manual submissions using the “Other” lender option. The option to submit a deal will only appear when these users have selected the “Other” lender option.

Assigning & unassigning applicants from a mortgage is now tracked and accounted for within the deal’s History tab.

Previously, there was not a clear Auto Doc category for Second Home Properties. So, the Owner Occupied Auto Doc category has been re-named to “Owner Occupied / Second Home Other Properties”. If a property’s Occupancy status is set to Owner Occupied, Owner-Occupied & Rental, or Second Home Occupancy, then Auto Docs will populate documents based on this category.

A new “Referred By” filter has been added to the Leads section.

This update improves how permissions work on the Lender Submission page to better match user roles.

• Users with View Deal access will now be able to view submission response details.

• Users with Create/Edit Deal access will continue to have full access (view, edit, delete, & add manual responses).

A search bar is now available at the top of the Automation & Workflow module to help users quickly find any automation they have previously configured.

When a user has set their Scarlett Mortgage language preference to French, the Flinks Bank Statement portal sent to their clients will be translated to French upon receipt.

The update adds more control over e-signature workflows with the ability to delete e-sign envelopes when needed. A user can delete e-sign envelopes if:

• The signing package is still in Draft and has not been sent
• The envelope is sent, but neither party has begun signing (all sides in Pending)

The update allows users to generate then download or upload FINTRAC compliance reports in either English (EN) or French (FR), depending on their requirements.

This update has improved the activity creation experience by bringing the most important fields front and center. Users will now see the following fields immediately, without needing to click the “Show More” button.

The Notes tab is now available in two spots – amongst the top module items and within the lower deal sections.

A new Mortgage Disclosure And Suitability Form has been added under ‘Newfoundland and Labrador’ in the Generate New Form section for users.

Users can now see which 2FA method update this at any time through their Two-Factor Authentication Settings.

If enabled in their settings, Agents will now receive an email notification whenever a new deal is assigned to them by another Scarlett user.

This update adds calculators directly within a deal. Users can run calculations while working on a deal without needing to exit that deal, keeping everything in one place for a smoother workflow.

Participant Status (Active or Inactive) has been added as a new filter option and is now available across other areas of the Scarlett Mortgage Platform.

The Equifax PEP & Sanction PDF report now displays more detailed information when there’s a positive match for PEP (Politically Exposed Person) or Sanctions screening.

Users can now select multiple deals to add those deals to a custom Pipeline, change the status of those deals, or re-assign the Agent On Deal for multiple deals at once directly from their Deal Dashboard while in List-View using the new Bulk Actions menu.