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.

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.

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

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

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