Additional fields to Templates and Applications

New fields have been introduced for document uploads, including “Financial Statement” in the “Business Details – Documents” section, and “Bank Statement” in the “Banking Details – Documents” section of UMS Templates and Applications. This addition streamlines document submission processes, ensuring accuracy and completeness

A new “Copy Alerts” checkbox was added next to “Can Override“ for “Sub-Account Template” settings, to enable copying alerts from the Template Sub-account when a Sub-Account is created automatically.

Now “Driver’s License Front” and “Driver’s License Back” fields in the Application do not support PDF format.

The Underwriting Management API was updated accordingly.