Advisors asked, Tern delivered: smarter dashboards, better docs, flexible deposits

Episode Overview: In this episode, the Tern team recaps an energized week following the user conference and webinar. Hosts David Shull (CEO and Co-founder), Brad Turner (Head of Design), and Molly Johnson (Head of Product) share updates on customizable dashboards, new lodging library functionality, and a long-awaited upgrade to document management. From more intuitive room setup to deposit flexibility for group trips, it’s a fast-paced look at how Tern is streamlining advisor workflows. Plus, a peek ahead at agency dashboards and the rollout of the new payments model.Episode Topics: (00:46) Week in Review The team reflects on post-conference energy, new user insights, and special moments with advisors.(06:12) Dashboard Customization Advisors can now toggle more details in the calendar view and enjoy fun greeting messages on login.(10:54) Lodging Library Updates A new option streamlines how agencies manage properties with multiple room types.(15:26) Quality of Life Updates Fixes include easier table pagination, reordered contact sections, and improved commission rules.(19:46) Smarter Document Management Documents added at the activity level now appear at the trip level, reducing duplication and confusion.(25:53) Payment Model Migration A phased rollout allows advisors to upgrade trips manually before automatic migration begins.(31:59) Deposit Flexibility for Groups Deposits can now be set per room type and occupancy, making group checkout smoother.(34:09) What’s Next: Agency Dashboard Engineering is actively building an agency-wide view with toggle functionality for owners.Show Highlights:Dashboard customization now includes granular control and surprise greetingsLodging templates make managing multi-room properties simplerUnified document management eliminates confusion and double uploadsFlexible deposit settings streamline group bookingsPayment model migration proceeds with extra care and testingAgency dashboard development officially underway