Create the mortgage broking user type with a industry-specific mortgage broking fact find form!
Added customisable Third-Party authority to Lens!. You can now manage your own TPA and have your client sign in-app, or use your own signing tools.
Lens AI is now integrated into the platform. You can now transcribe any meeting notes using Lens AI. Generate a short summary and automatically create notes for any actionable items in the uploaded document.
Added a mini client-CRM to the platform. You can now write notes, store documents and transcribe any document using Lens AI.
Added fully customisable scope of advice! Add all your scopes, turn scope of advice on or off for any applicant. Enjoy :)
We officially launched today! With the launch comes a bunch of bug fixes, speed improvements, and the foundation for our next set of updates.
Added Fact Finds for accountants! You can also share a client and their fact find with another business on Lens.
Added AdviserLogic integration to the platform. Send your fact find data to AdviserLogic automatically!
Added a team statics page for the admin to view the performance of their team.
Added more contextual information about each step of the fact find process.
Added a small container to show which step is currently being viewed by the other party.
Added save & exit button to the fact find steps.
Added upcoming features section in dashboard.
