Improvement
More detail and control in lender reports
View loan servicing details, customize report metrics, and explore the records behind lender totals.
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Product Updates & Releases
Feature
Wait Until Contact can restart the steps above it, not just extend the wait
A Wait Until Contact node can now restart the workflow's earlier steps on every qualifying contact instead of only pushing its own deadline out, and a blank reset cap never stops resetting.
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Feature
Merge fields for every contract contact role
Email and text templates can now pull the name, email, phone and company of whoever fills a role on the contract, such as the buyer's attorney or the lender, so you can introduce them without retyping.
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Feature
Import a starter pack into a collection
Fill a collection from a starter pack in one click — then designate that collection as your enterprise packet so every branch gets it automatically.
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Bug Fix
New contracts start in the first stage of their pipeline
A new contract now lands in the first stage of its pipeline, so stage automations and milestone tasks start immediately instead of waiting for someone to set the stage by hand.
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Feature
Utility Connect is now available to everyone
Utility Connect is out of limited release — any account owner or admin can now turn it on themselves and start earning referral revenue on client moves.
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Improvement
Inbox lists only show conversations the contact has replied to
Outgoing texts, emails, and calls no longer create inbox threads on their own — a conversation appears in the Inbox folder (including the AI inbox) once the contact writes back, so you can watch for real replies instead of scrolling past everything that was ever sent.
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Bug Fix
Smart lists with an OR condition load again
A smart list whose filter group joined conditions with OR could spin on "Loading contacts..." and never finish, showing 0 leads. Removing the OR was the only workaround. Those lists now load, and the larger the contact list the bigger the difference.
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Feature
Contact addresses on the mobile app
The mobile contact's Info tab now shows every address on file — tap one to open it in Apple or Google Maps, and add, edit, or change the primary address without switching to a desktop.
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Bug Fix
New inbound contacts always land on a person pipeline stage
A contact auto-created from an inbound call, text or lead webhook could be placed on a contract pipeline stage such as Prospecting or Photos Scheduled. New inbound contacts now only ever land on a person pipeline stage.
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