Check out what's new in the last month:
New Features
New Features
Improved
Improved
Automate the Transaction Anniversary when Loan Purpose is Purchase
Date: June 27, 2025
Transaction Anniversary automations are now specifically triggered only for funded purchase-based loans, ensuring more accurate targeting.
What's Improved?
The Transaction Anniversary automation will now trigger only when:
Loan Status is Funded, and
Loan Purpose is Purchase
To ensure the automation runs only for relevant purchase-based funded loans, enhancing precision and reducing unnecessary triggers.
How to Access the Updates?
Navigate to: Marketing → Automation
Click on “+ New Automation” to create a new automation and begin configuring your triggers.
View the Pipeline Contacts on single page for better visibility
Date: June 27, 2025
Added a new feature to view all pipeline Contacts in a single page view, enabling users to easily browse and select all contacts.
What's Improved?
Users can now use the “Select All” checkbox to select contacts across the current page, improving bulk action workflows.
This enhancement makes it more efficient and user-friendly to manage and take action on large sets of pipeline contacts.
How to Access the Updates?
Log in to your account as a Super Admin or Loan Officer.
Navigate to Scoreboard > Pipeline.
Enable the “All” checkbox to view the complete pipeline data.
Improved Contact’s Bulk Update process to run in background for better user experience
Date: June 27, 2025
Bulk contact updates are now handled asynchronously via SQS to improve performance and avoid timeouts. A toast notifies users that updates are processed in the background, and the “Select All” UI has been enhanced for better usability.
What's Improved?
When a bulk update is initiated, users receive a non-intrusive toast message: “Contacts are updating in the background.”
This informs users that the process is running without interrupting their workflow.
The “Select All” functionality has been enhanced for clarity and better user experience, especially when working with paginated contact lists. Users can confidently apply bulk actions across visible or all contacts.
How to Access the Updates?
Navigate to the Contacts section and perform all bulk updates directly from the same screen — no need to switch tabs or views.
Consolidated Follow-Ups items menu list pages
Date: June 27, 2025
Follow-Up items (Suggestions, Follow-Ups, Tasks, Milestones) are now consolidated into a single tab, enhancing visibility and simplifying navigation.
What's Improved?
Merged Suggestions, Follow-Ups, Tasks, and Milestones into a single unified tab for better visibility and streamlined access.
Introduced a dropdown filter allowing users to quickly filter items by type (e.g., Tasks, Suggestions), improving navigation within the unified view.
Added timeframe-based filters (e.g., Today, Past, Future) to help users focus on relevant follow-up items based on urgency.
How to Access the Updates?
Navigate to the “Follow-Ups” tab to view the latest updates, including enhanced visibility for Suggestions, Milestones, Tasks, and Follow-Ups.
Integration: Updated TBD Import Logic to Default to 12 Months
Date: June 27, 2025
The import is now defaulted to only include records from the past 12 months, making the process more focused and relevant.
What's Improved?
Previously, Loan Officers (LOs) could import all available records from the loan system into the CRM without any date range restriction. This often resulted in large data sets, including outdated or irrelevant records.
The system now defaults to importing only loan records from the past 12 months.
Helps avoid importing outdated or irrelevant records.
Ensures that imported data is timely, relevant, and actionable.
Enhances efficiency and simplifies the import process for users.
How to Access the Updates?
Log in as a Super Admin or Loan Officer (LO).
Navigate to Admin → Companies → Integrations → Select Encompass or MeridianLink → Import
Integration: Updated Category Logic for Encompass, MeridianLink, and Transaction Imports
Date: June 27, 2025
The Selling system logic for Encompass, MeridianLink, and Transaction imports has been updated to automatically categorize previously “Uncategorized” contacts based on their loan status and selling system, improving data organization and accuracy.
What's Improved?
Previously, contacts imported through Encompass, MeridianLink, and Transaction sources were sometimes left “Uncategorized”. This enhancement introduces intelligent categorization based on the Loan Status and Selling System used.
How to Access the Updates?
Log in to your Accountable CRM as a Super Admin or Loan Officer.
Navigate to Scoreboard > Pipeline to view updates across the following contact stages:
TBD
Active
Post-Closed
Post-Canceled
Minor Improvements & Fixes
Date: June 27, 2025
Explore the latest fixes, improvements, and feature enhancements designed to make your workflow smoother.
What's Improved?
1) Shipment shouldn’t send to user when user get imported at company level
Fix: Updated the user import logic to default the Shipment toggle to OFF (or retain the user’s last known preference if applicable). Validate the toggle status post-import and ensure shipment not triggered for newly imported users
2) Turn Off Promoter and Advocate Suggestions for B2C
Fix: Disabled the suggestion logic for promoter and advocate roles at the backend. Ensure associated workflows are gated by a feature flag for easy reactivation later.
3) Company admin can’t view their user’s contacts in detail
Fix: Now Company admin can view all of their Company users contacts in Non-editable mode. This will enhance team member’s lead/pipeline visibility to their management
4) Can’t view the email Preview in Companies Automation
Fix: Added the preview icon UI component to the appropriate section of the Companies Automation screen. Ensure that the icon conditionally renders only when a valid email template exists and is active.