Plenty of updates and more to come

Dear All

Whilst it may appear that we have been quiet, the reality couldn't be further from the truth. We have been frantically trying to catalogue the feedback that has been coming in from our users and prioritise all the suggestions. So far the feedback has been fantastic and extremely positive but as with any system improvements made on user interaction is essential.

1. New Notes System - Allows only editing by the Admin and it is more effecient
2. Reporting - More filters have been added, e.g. regulated - non-regulated mortgages
3. Agreement Number now accepts characters and numbers
4. Status box permanently open
5. Homepage boxes permanently open
6. Client Document section. Now users can upload documents specific to the client as well as the application.
7. Registration process has been updated, we will soon be accepting payments.

This is only the beginning of a load of changes due to arrive on the system. We also have some exciting integrations coming soon so watch this space.

Regards

The Development Team

Revisions 2nd March 2009

Dear all

There have been a couple of revisions and there is a lot of ongoing work that we are excited about.

1. Revised list of cases filter, it is more accurate and meaningful
2. Marketing Pages, ability to select your Clients or the Firms Clients
3. Revised ability to input multiple documents per applicant on the Fact Find

At present the Document manager is being appraised with a view to allowing users to actually implement the custom templates that they create. Also we have a support site on its way in the next month.

There is still plenty happening and new things to see. Please check out the website for further information.

Kind Regards

The Development Team