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 greetings

• Lodging templates make managing multi-room properties simpler

• Unified document management eliminates confusion and double uploads

• Flexible deposit settings streamline group bookings

• Payment model migration proceeds with extra care and testing

• Agency dashboard development officially underway