Thanks for your continuous support in GoalsMapper! Our top priority is to ensure that you have the best user experience with your clients. Here are the May Product Updates.
Exciting New Features
Allow your clients to write a testimonial about you on Facebook or copy a link for them to post it on any social media they want. Any interested clients from the post can reach out directly to you using our GoalsMapper client’s landing page.
Allow you to generate a simple policy summary that can give your clients a snapshot of all the policies that they have.
Allow you to generate the data you entered, so that you can use the data for your KYC submission with the company.
CPF Downpayment for Property Goal
You can use both Cash and CPF OA for the purpose of downpayment when you set a Property Goal.
Liquidation of Property into CPF
You can now repay your CPF OA when you liquidate your existing property.
Automatic Mortgage Repayment using Cash if CPF OA runs out
You can now use cash to pay for the mortgage repayment in the event your CPF OA runs out.
Escalating CPF Medisave Ceiling
The Medisave Ceiling is set to increase at 4% a year.
Existing Plans / Recommendations Improvements
Conversion of recommendations to existing plan
You can now convert a recommendation to become an existing plan, when your client decided to proceed with your recommendation.
Duplication of recommendations and existing plans
You can now duplicate a similar plan, to allow for quick comparison.
Regular cash payout as Passive Income
The regular cash payout for Insurance Plans are now indicated as Passive Income instead of going into Cash Savings.