July 2023 Expert Pro Release

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In the upcoming release of Expert Pro, we’re elevating board functionality, enabling users to easily duplicate boards and enhancing the default board statuses for smoother workflows. Brokerage admins can now set default boards across their team for unified and efficient collaboration. We’ve also expanded our document automation feature to include switch/transfer applications for consistent document request handling. Our co-brokered applications feature now provides clearer notifications and transparency on co-broker actions. We’ve decluttered the user interface by removing redundant placeholders for a cleaner, more intuitive experience. The Mortgage Broker Disclosure to Borrower document is now accessible for New Brunswick deals, strengthening your compliance efforts. Plus, we’ve squashed several bugs to improve formatting, email notifications, along with enhancing data population and French translations. Please click here to review release note.

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