Check out what's new in this month:
July - 5th Week
July - 5th Week
New Feature
New Feature
Total Pipeline Amounts for TBD & Active Sections
Date: July 31, 2025
To enhance visibility and streamline daily workflows for Loan Officers, we've introduced a new feature that displays total pipeline amounts directly within the TBD and Active sections of the user interface. No more manual calculations just instant access to key numbers at a glance.
What's New?
Time Savings
Automatically see total pipeline values without generating separate reports or doing manual math - saving time and reducing effort.Real-Time Insights
Instantly assess your pipeline performance and make data-driven decisions faster with up-to-date totals displayed clearly.
How to Access the Updates?
Login → Score Board → Pipeline Records
Owner Column Added to Automations & Email Templates
Date: July 31, 2025
We’ve introduced a new Owner column on the individual user's Automations and Email Templates pages to enhance transparency and collaboration across teams.
What's New?
Improved Visibility
Quickly identify the creator or owner of each automation or email template. This makes it easier to manage and collaborate, especially when multiple users are involved.Streamlined User Management
Perfect for larger teams—ensures clear ownership, minimizes confusion, and supports better workflow accountability.
How to Access the Updates?
Login → Marketing → Navigate to Email template/Automations
Improvements & Bug Fixes
Improvements & Bug Fixes
Minor Improvements & Fixes
Date: July 31, 2025
Explore the latest fixes, improvements, and feature enhancements designed to make your workflow smoother.
What's Improved?
When Impersonating, the Super Admin's data is showing in the Campaign Modal
Fix: Fixed the impersonation functionality to ensure that only the impersonated user's data is displayed. The Campaign Modal now correctly shows account-specific details based on the logged user details, eliminating any Super Admin data leakage.
Campaign confirmation message Popup is not appearing when sending from the Direct Email Builder screen
Fix: Users will now see a confirmation popup before sending or scheduling a campaign, helping prevent accidental sends.
The campaign confirmation popup is now displayed when sending or scheduling campaigns from:
The Email Builder screen
The Email Template screen
Campaign stats are not updating properly in Company Campaign
Fix: When a company-level campaign was sent to multiple contacts sharing the same email address, only a single contact entry was shown in the Campaign Statistics.
Contact List Page – Advanced Filter Operator Display Issue
Fix: Fixed the display issue to ensure the filter operator appears correctly without requiring a screen refresh. Users now see the correct filter operator immediately when applying Smart Filters, improving usability and reducing confusion.
July - 4th Week
July - 4th Week
New Feature
New Feature
Add "other" to the Industry dropdown menu option
Date: July 25, 2025
We're excited to introduce an enhancement to industry classification for business users!
What's New?
"Other" Industry Option:
You can now select "Other" from the Industry dropdown menu when adding or editing contacts.Automatic Grouping for B2B Contacts:
Contacts with Contact Type: B2B and Industry: Other will now be automatically grouped under “B2B Others” in the contact screen.
This enables better segmentation, filtering, and reporting across non-standard industries.
What's Improved?
Enhanced Segmentation:
Quickly identify and manage B2B contacts that don’t fall under predefined industry categories.Streamlined Filtering:
Easily filter contacts grouped under "B2B Others" to maintain organized and actionable data.
How to Access the Updates?
Log in to your account, then navigate to Quick Access. From there, open the Contact Model popup to view and select the Industry.
Clone Functionality for Company Admins
Date: July 25, 2025
We’ve enhanced permission settings to empower Company Admins with more flexibility - while keeping access controls secure and structured.
What's New?
Clone Email Templates & Automations:
Company Admins can now clone Email Templates and Automations originally created by Super Admins.Custom Workspace Ownership:
Cloned items are automatically saved under the Company Admin’s workspace, allowing full editing and customization.
What's Improved?
Streamlined Workflow: Reduce duplication of effort by leveraging existing templates and automations as a foundation.
Permission Alignment: Maintains access boundaries while enabling collaboration between Super Admins and Company Admins.
How to Access the Updates?
Login as Company Admin, Nav to Admin-> Marketing -> Email template/ Automations
Addition of "Commercial" Loan Type
Date: July 25, 2025
We’ve added a new "Commercial" option to the Loan Type dropdown, now available across all relevant modules and forms for improved categorization and workflow.
What's New?
A new "Commercial" option has been added to the Loan Type dropdown.
This update enhances classification and tracking for users working with commercial loan products.
What's Improved?
Seamless integration of the new loan type across all relevant modules and forms where loan type selection is required.
Improved data consistency and reporting capabilities related to loan categorization.
How to Access the Updates?
Log in to your account, then navigate to Quick Access. From there, open the Transaction Model popup to view and select the Loan Type.
B2C Prospect Smart List Update
Date: July 25, 2025
We’ve updated the logic behind the B2C Prospect Smart List to deliver more precise and intelligent contact segmentation.
What's New?
Automatic Contact Categorization
Contacts are now automatically segmented based on their Selling System, improving accuracy and relevance.B2C Prospects
Contact Type: B2C
Selling System: Help list, Fight club, Someday, or Climber
B2C Past Clients
Contact Type: B2C
Selling System: Promotors
This enhancement ensures your Smart Lists are cleaner, more targeted, and aligned with your sales strategy.
What's Improved?
Enhanced automation in categorizing contacts
Reduced manual filtering and list management
More consistent follow-up and marketing workflows
How to Access the Updates?
Login -> Navigate to Contact screen
Unsubscribe Footer Enhancement | Mortgage CRM
Date: July 25, 2025
We’ve updated the unsubscribe footer to improve transparency and user experience in all email communications.
What's New?
A redesigned unsubscribe message is now displayed in all outbound emails.
Clearer language for recipients to understand their opt-out options.
Standardized formatting for improved readability.
What's Improved?
Enhanced clarity and professionalism in email footers.
Consistent branding and messaging across all user accounts.
Improved compliance with email best practices and regulations.
Send Test Emails from Email Template Page & List View
Date: July 25, 2025
We’ve added a powerful new capability to help business users ensure flawless email execution before launching campaigns.
What's New?
Send Test Emails from the Template Page
Easily preview and validate your email content, formatting, and personalization by sending a test email directly from the Email Template editing screen.Quick Access from List View
A test email option is now also available in the Email Templates list view, making it faster and more convenient to verify templates.
What's Improved?
Increased confidence in email quality and accuracy before campaign send.
Faster QA process for marketing and operations teams.
How to Access the Updates?
Login -> Marketing -> Campaign -> Test mail
Stop Live Campaigns in Real-Time
Date: July 25, 2025
We’ve added the ability for business users to stop an active bulk campaign while it’s in progress - giving you more control and agility.
What's New?
You can now stop an ongoing campaign directly from the Campaign screen by clicking the new "Stop" icon.
No backend support needed - this is a front-end update designed for speed and ease.
Enables real-time control to pause or cancel mass communications instantly.
What's Improved?
Enhanced campaign management flexibility.
Improved user experience with more self-service capabilities.
Reduced dependency on support teams for time-sensitive actions.
How to Access the Updates?
Login → Marketing → Campaign
Team Section in Transactions
Date: July 25, 2025
We’ve added a new “Team” section to the Transactions module to improve collaboration and provide greater visibility into who’s involved in each transaction.
What's New?
You can now assign multiple contacts to a single transaction under the new Team field.
Clearly see who’s responsible or actively working on a transaction.
Improves team alignment and accountability in your workflow.
What's Improved?
Enhanced transaction tracking and coordination across departments or roles.
Simplifies managing complex transactions with multiple stakeholders.
How to Access the Updates?
Login -> Quick action icon -> Transaction
Update: Lien Position Field in Transactions
Date: July 25, 2025
We’ve added a new enhancement to improve transaction data accuracy and streamline entry.
What's New?
Lien Position Field: A new Lien Position field is now available in all transaction records.
By default, the field is set to "1st", but users can easily modify it as needed to reflect the correct lien priority.
What's Improved?
Faster and more accurate data entry with pre-filled lien position.
Enhanced record-keeping and reporting capabilities for transaction details.
How to Access the Updates?
Login -> Quick action icon -> Transaction
Improvements & Bug Fixes
Improvements & Bug Fixes
Minor Improvements & Fixes
Date: July 25, 2025
Explore the latest fixes, improvements, and feature enhancements designed to make your workflow smoother.
What's Improved?
Contact Form Enhancements
Fix: Resolved an issue where tag updates and data changes were not properly reflected for individual contacts. This ensures accurate data management and improved integrity across the contact database.
Manager Dashboard & User Activities
Fix: Fixed discrepancies in count values on the Manager Dashboard. Addressed calculation issues to ensure accurate and consistent reporting of user activity data.
B2B Smart Lists Visibility in Campaigns
Fix: B2B Smart Lists now display in Campaigns even if they don’t currently contain contacts. This update ensures full visibility and simplifies campaign configuration.
Company Contacts Visibility Improvements
Fix: Enhanced Company Admin access to Company Contacts, improving navigation and interaction within the contact screen. The data table is now more responsive and user-friendly.
Email Template Signature Divider Fix
Fix: Corrected layout issues where dividers between email content and signatures were missing or rendered improperly. Ensured consistent visual formatting across all email templates.
Admin Tab Highlighting on Template Access
Fix: Addressed a UI inconsistency where the highlighted tab would switch to 'Marketing' when accessing templates. The Admin tab now remains active as expected, ensuring intuitive navigation.
Global Search Functionality Restored
Fix: Implemented back-end optimizations to resolve issues impacting global search. Verified and confirmed that global features are functioning as intended.
July - 3rd Week
July - 3rd Week
New Feature
New Feature
Add “Mortgage Application Link” Field and Merge Tag
Date: July 18, 2025
We’ve introduced a new “Mortgage Application Link” field within the Account Info section, along with a corresponding merge tag for email signatures.
What's New?
You can now add a Mortgage Application Link in the Account Info > Personal Info & Preferences section.
A new merge tag is available to easily insert the link into your email signature, enabling quick access for recipients.
What's Improved?
Simplifies the process of sharing your commercial mortgage application link.
Enhances email communication by allowing recipients to directly access the mortgage application from your signature.
How to Access the Updates?
Login → Account Info → Personal Info & Preferences
Add line divider from emails sent through our system above email signature
Date: July 18, 2025
We’ve added a line divider above the email signature for all messages sent through our system using the Send Mail feature.
What's New?
A horizontal divider now appears between the email body and the signature to clearly separate the content.
What's Improved?
Improved Readability: Helps recipients easily distinguish between the message content and sender details.
Professional Appearance: Enhances the visual structure and polish of outbound communications.
How to Access the Updates?
Login → Quick Action → Email
Contacts Page Enhancement – Fixed Contact Name Column While Scrolling
Date: July 18, 2025
We’ve improved the Contacts page to enhance user navigation and data visibility. Now, when scrolling horizontally through the contact table, the Contact Name column remains fixed on the left, making it easier to track and reference detailed information across the row.
What's New?
Fixed-position to Contact Name column for better orientation during horizontal scrolling
What's Improved?
Enhanced user experience for Business users reviewing wide tables.
Effortless visibility of key fields such as Email, Date Created, Creation Method, Industry, and more—without losing context.
How to Access the Updates?
Simply go to the Contacts page, and begin scrolling to see the improved layout in action.
Add "Construction" to loan purpose options.
Date: July 18, 2025
To better support diverse loan scenarios, we've expanded the loan purpose options within the system. Business users can now select "Construction" as a valid loan purpose, provided it is correctly mapped in the integration configuration. This enhancement improves loan categorization and ensures seamless data flow across connected systems.
What's New?
New Loan Purpose Option: "Construction" has been added to the available loan purpose selections.
What's Improved?
Greater flexibility in loan origination workflows.
Improved accuracy and consistency in loan purpose data.
Ability to see which contacts are currently in an automation
Date: July 18, 2025
You can now see which contacts are waiting in an automation with a delay timer. Simply expand a contact to view their status in read-only mode—no edits, just visibility.
What's New?
Business users can now see which contacts are currently in the waiting phase of an automation, specifically for automations that use the "Set Execution Delay Timer" trigger.
Gain visibility into contacts actively progressing through your automation workflows.
Expand each contact’s status in a read-only view—no risk of accidental edits, just clear insights.
What's Improved?
Enhanced visibility into automation stages
Improved transparency for marketing and follow-up workflows
Streamlined troubleshooting and performance tracking
How to Access the Updates?
Log in to your Accountable CRM platform. These enhancements are live and automatically applied - no action needed.
Add the ability to CONFIRM before sending a campaign.
Date: July 18, 2025
We’ve added a critical new safeguard to enhance your campaign accuracy and control.
Business users will now receive a confirmation prompt before sending any campaign. This ensures full awareness of your campaign’s scope and reach.
You can now view the total number of contacts targeted before launching a campaign. This includes visibility across all targeting filters:
Selling System
Contact Type
Teams
Smart Lists, and more.
What's New?
Confirmation Step: A final prompt before sending ensures campaigns are intentional and accurate.
Contact Count Display: Know exactly how many contacts are included before sending.
What's Improved?
Improved clarity and confidence when executing external campaigns.
Reduced risk of miscommunication by preventing accidental sends to irrelevant or unintended contacts.
How to Access the Updates?
Simply create a campaign as usual, and the confirmation step and contact count will appear before the final send.
Encompass - Introduce Funded Date Mapping in CRM
Date: July 18, 2025
We’ve enhanced the CRM experience by introducing contextual Funded Date mapping based on loan status.
What's New?
The Funded Date field will now be displayed only when the Loan Status is marked as “Funded.”
This ensures the field is shown only when it’s relevant, keeping the interface streamlined.
What's Improved?
Improved Clarity & User Experience:
A cleaner interface that reduces clutter and highlights only key data at the right stage.Enhanced Data Accuracy & Compliance:
Ensures only finalized, funded loans are tagged with a funded date—supporting more reliable reporting and regulatory alignment.
How to Access the Updates?
No action is required on your end. This enhancement has been automatically applied and will reflect in your CRM environment when applicable loan statuses are updated.
Application Start Date Display in Pipeline & LOS Contact Smart Filter Enhancement
Date: July 18, 2025
We’ve introduced new improvements to streamline pipeline management and enhance visibility into each contact’s loan journey.
What's New?
Application Start Date Now Visible in Pipeline:
Easily see when a contact began the loan process, providing greater clarity into their status and progression.Updated LOS Contact Smart Filter:
Smart filters now include Application Start Date for more refined searches and segmentation.Improved Loan Sorting in Pipeline:
Pipeline loans are now sorted based on the Application Start Date, making it easier to prioritize and track active opportunities.
What's Improved?
The Application Start Date helps Business Users understand when a contact began the loan process.
This provides better visibility into the loan journey and enables more effective follow-up and pipeline tracking.
How to Access the Updates?
Simply log in to your Accountable CRM platform. These enhancements are live and automatically applied - no action needed.
Improvements & Bug Fixes
Improvements & Bug Fixes
Minor Improvements & Fixes
Date: July 18, 2025
Explore the latest fixes, improvements, and feature enhancements designed to make your workflow smoother.
What's Improved?
Filter by Tags in Company Contacts Page
Fix: Business Users can now filter contacts using company-level tags, with support for both single and multiple tag selection. This feature offers greater flexibility and accuracy when managing segmented contact lists.
Smart List Options Not Working in Contact Screen
Fix: Smart List functionalities - Update, Rename, and Delete - are now fully operational directly within the Contact screen.
This enhancement allows users to confidently manage Smart Lists without disruptions to their workflow.
Slow Loading When Adding Users to Vision Board
Fix: Business Users can now assign contacts to the Vision Board using a streamlined drag-and-drop experience. This enhancement significantly improves load time and user efficiency when organizing Action Points.
Display Only Active Company Users
Fix: Super Admins will now see only active users when managing company-level access. Inactive users are excluded from selection and handled entirely in the backend, reducing confusion and improving administrative control.
Milestone Birthday Dates Displayed Incorrectly
Fix: Milestone events now correctly reflect user-specific local time zones, ensuring accurate scheduling and follow-up activities.
Filter Contacts by Selling System
Fix: Business Users can now filter Selling System options based on the selected Contact Type. This improvement supports more targeted and efficient contact management.
July - 2nd Week
July - 2nd Week
New Feature
New Feature
Add Combined Filtering for B2C/B2B and Selling System
Date: July 11, 2025
We’ve added a powerful new combined filtering option to enhance how users view and manage their contacts.
What's New?
You can now filter contacts using a combination of Contact Type (B2C or B2B) and Selling System across relevant views.
What's Improved?
Easily segment and analyze contacts with greater precision
Quickly identify specific groups for tailored communication and follow-up
Improve efficiency in managing leads based on sales strategy and customer type
This update allows for smarter contact management and more targeted engagement—helping you stay focused and productive.
How to Access the Updates?
Login -> Go to Contacts -> Select Contacts & Selling system from sub-navigation menu to see the combined results.
Update Pipeline to First Position on Scoreboard Page
Date: July 11, 2025
To enhance visibility and streamline workflows, the Pipeline section now appears in the top position on the Scoreboard page.
Why This Matters?
This update prioritizes deal tracking and sales performance, making it easier for users to access critical data at a glance and stay focused on high-impact opportunities.
What's Improved?
Pipeline Front and Center: Instantly view key pipeline metrics without scrolling.
Faster Access: Seamlessly track sales progress and prioritize follow-ups.
Improved Workflow: Keeps your most important sales data in your daily line of sight.
How to Access the Updates?
Login as Mortgage users
Navigate to Scoreboard -> Pipeline
Add Ability to Filter by Loan Type for Automations
Date: July 11, 2025
You can now build automation rules that trigger based on specific Loan Types—such as VA, FHA, Conventional, and more.
What's New?
A new Loan Type filter is now available within the automation builder’s condition settings.
Enables users to tailor automations for each loan type, streamlining communication, task creation, and workflow management.
What's Improved?
Create more relevant and personalized automation flows
Eliminate the need for manual filtering or segmentation
Save time while maintaining accuracy across campaigns and task assignments
How to Access the Updates?
Login as Super admin/Company Admin/Company User/Regular User
Navigate to Marketing -> Automations
Add the ability to preview the email that will be sent for a Send Email action
Date: July 11, 2025
Users can now preview the email content before it is sent when using the Send Email action within automation workflows.
What's Improved?
This enhancement allows users to verify merge tags, subject lines, formatting, and overall content—minimizing the risk of sending incomplete or incorrect emails and ensuring a more professional communication experience.
How to Access the Updates?
Login as Super admin/Company Admin/Company User/Regular User
Navigate to Marketing -> Automations -> Send mail as action
Indicate Creation Method as "Transferred from {first} {last}" during Transfer Contacts + Transactions
Date: July 11, 2025
What's New?
When a contact or transaction is created through a transfer, the system now clearly labels the creation method as:
“Transferred from John Doe”
(using the first and last name of the original owner)
This enhancement applies to both Contact and Transaction transfers.
What's Improved?
Improved Traceability: Easily identify the source of transferred data for better auditing and record-keeping.
Enhanced Team Collaboration: Departments and team members can quickly understand who transferred what, reducing confusion.
Clearer Data Origins: Helps distinguish between newly added contacts and those transferred from another user.
This update streamlines data transparency and improves collaboration across users and teams.
How to Access the Updates?
Login as Super admin/Company Admin
Navigate to Admin-> Companies -> User -> Transfer contacts
Contacts Page - Icons Always Visible
Date: July 11, 2025
We've updated the Contacts Page to improve usability and efficiency:
What's New?
Action icons (e.g., Email, Call, Notes, Follow-Up, etc.) are now always visible on each contact row.
No need to hover—actions are instantly accessible at a glance.
What's Improved?
Faster Workflows: Quickly perform actions without extra steps.
Touch-Friendly: Improved experience on touch devices.
Better Accessibility: More intuitive and inclusive interface for all users.
This update streamlines daily tasks, helping you stay focused and efficient.
How to Access the Updates?
Login as Super admin/Company admin/Company user/Regular user
Navigate to Contact screen
Bulk Actions - Implement the Select All in Contact page
Date: July 11, 2025
We’ve made managing large contact lists faster and easier!
What's New?
Users can now use the ‘Select All’ feature on the Contact page to perform bulk actions across all selected contacts—no more clicking one by one.
Supported Bulk Actions Include:
Add Follow-ups
Add Notes
Send Emails and more
What's Improved?
Faster Workflow: Update or engage with large contact groups in just a few clicks.
Consistent Updates: Apply tags, field changes, and other updates uniformly— minimizing manual effort and reducing errors.
How to Access the Updates?
Login as Super admin/Company admin/Company user/Regular user
Navigate to Contact screen
Generate Unique Auth Token (Non-editable) for Each Company
Date: July 11, 2025
Loan Officers (LOs) can now generate a unique, non-editable authentication token—called the Accountable Token—for their company.
This token is designed for use in integrations and API configurations, enabling secure and seamless platform connectivity. With just one click, users can easily copy the token for immediate implementation.
This enhancement improves security, traceability, and integration setup efficiency across the platform.
What's New?
Introduction of the Accountable Token, a unique company-level auth token.
One-click copy feature for easy use in integrations.
What's Improved?
Streamlined setup for API and third-party integrations.
Enhanced security and auditability for external connections.
Clear separation of company-level credentials for better access control.
Update Pipeline View to Show Only Borrower Contacts
Date: July 11, 2025
Previously, the Pipeline Contacts section included a mix of contact types —Buyers, Sellers, and Borrowers. With this update, the view has been streamlined to display only Borrower contacts for a more focused and relevant user experience.
What's New?
The Pipeline view now exclusively shows Borrower contacts, aligning with typical workflow needs for loan officers and mortgage professionals.
What's Improved?
Reduced clutter by removing non-borrower contact types.
Enhanced visibility and tracking of borrower-specific pipelines.
More accurate representation of active loan opportunities.
Migrated Encompass Webhook -- All encompass company
Date: July 11, 2025
We’ve successfully migrated the webhook configuration for all Encompass-connected companies. The previous webhook URL has been replaced with a new, centralized AWS Lambda URL to streamline event handling.
What's New?
With this update, any changes made in Encompass or MeridianLink will now automatically sync with Accountable CRM in real-time — ensuring up-to-date data across platforms without manual intervention.
What's Improved?
Centralized webhook management for improved scalability and easier maintenance
Enhanced reliability and faster data synchronization
Reduced risk of missed or delayed updates across systems
Improvements & Bug Fixes
Improvements & Bug Fixes
Minor Improvements & Fixes
Date: July 11, 2025
Explore the latest fixes, improvements, and feature enhancements designed to make your workflow smoother.
What's Improved?
Company level campaigns are not updating in Company user's Individual contact page
Fix: Emails sent through company-level campaigns are now visible under the Email tab on each individual contact's profile within the company.
Custom Suggestion Benchmark Name Not Displayed
Fix: In the Follow-Ups → Suggestions screen, the correct Benchmark Name is now displayed instead of the 'Selling System.'
Company Imports not capturing Error log
Fix: Error logs are now generated during company imports for issues like invalid assigned users, incorrect date of birth formats, and other data inconsistencies.
Misaligned Default Email Signature for New Users
Fix: The default email signature is now properly aligned for new users upon sign-up.
Missing Condition Values in Contact Update Automation Trigger
Fix: Users attempting to create automation triggers without specifying condition values will now receive a popup message: "Please specify the values for the conditions."
Unsubscribe Option Incorrectly Appearing in Smart List
Fix: The Unsubscribe option has been disabled in the Smart List on the Contacts screen.
Admin Tab Remains Highlighted During Navigation
Fix: The navigation experience has been corrected—when Company Admins switch from Admin to Contacts or KPIs, the tab highlighting now updates as expected.
Tag Name with Apostrophe Causes Import Failure
Fix: Tag names containing special characters like apostrophes are now fully supported in both individual and company-level contact imports.
KPI Screen Display Issues
Fix: The Gauge Chart on the KPI screen now accurately displays and updates comparisons between Leads and Transaction Goals.
Missing 'State' Field in New Lead Submissions
Fix: The State field is now correctly populated when contacts are created via Zapier lead submissions.
Industry Field Not Updating in Contacts
Fix: Users can now select or modify the Industry field via the inline edit modal popup.
Import Transaction Breadcrumb & Navigation Issues
Fix: Resolved field mapping errors that caused incorrect navigation after CSV uploads. Breadcrumb and navigation bar behavior have been restored for a smoother experience.
Duplicate Vision Board Tooltip Issue
Fix: The tooltip for “Duplicate Last Week’s Vision Board” now only appears on the Vision Board page and no longer persists across other pages.
Duplicate Tags Created During Sign-Up
Fix: The system now prevents creation of duplicate tags during the sign-up process.
Follow-Up Sorting Defaults Incorrectly
Fix: Follow-Ups are now sorted by due date—from soonest to furthest—on the Follow-Up screen.
Sorting Issue on Unsubscribe Screen
Fix: The contact count filter on the unsubscribe screen now works properly, showing only relevant contacts and improving page load time.
B2C Promoter Smart List Count Discrepancy
Fix: Contact counts in the B2C Promoter Smart List are now accurate.
Contact Displayed in Vision Board Left Panel
Fix: Once a contact is added to the Vision Board, it no longer appears in the left-hand panel.
Follow-Up Dropdown Preset Not Showing ‘All’
Fix: When three or more options are selected in the Follow-Up screen dropdown, it now correctly displays as ‘All’.
KPI Edit Popup Not Displaying Goal Values
Fix: The Edit Goals inline modal now properly displays pre-filled KPI values for easy editing.
July - 1st Week
July - 1st Week
New Features
New Features
Company Admins Can Manage Unsubscribes and Resubscribes
Date: July 04, 2025
Company admins now have enhanced visibility and control over contact subscriptions — including the ability to manually unsubscribe a company user's contacts and resubscribe previously unsubscribed contacts within the company.
What's Improved?
Company Admins Now Have Enhanced Control Over Contact Subscriptions
AccountableCRM empowers company admins with greater flexibility and visibility when managing contact subscriptions. Admins can now:
Unsubscribe Contacts: Manually unsubscribe contacts associated with company users. These contacts will be listed in the Unsubscribe Table.
Resubscribe Contacts: Manually resubscribe previously unsubscribed contacts. Resubscribed entries will appear in the Resubscribe Table.
View Unsubscribed Contacts: Easily access a complete list of all unsubscribed contacts within the company.
Extract Contact Details: Export company user contact data in a read-only (non-editable) format for reporting and review.
These updates ensure better oversight and compliance across your communication efforts.
How to Access the Updates?
Log in as a Super Admin or Company Admin.
Navigate to: Admin → Companies → Marketing → Unsubscribed Contacts.
Add Bulk Update to Pipeline
Date: July 04, 2025
Mortgage users now have the ability to perform bulk updates on pipeline contacts.
What's Improved?
Company Admins Now Have Enhanced Control Over Contact Subscriptions
Users can update dozens or hundreds of contacts at once—eliminating repetitive, manual work.
Allowing mortgage users to perform bulk updates on pipeline contacts significantly improves efficiency, ensures data consistency, and enhances lead management.
How to Access the Updates?
Log in as a Mortgage User.
Navigate to: Score board → Pipeline → Pencil Icon.
Highlighting the Active Tab in the Main Navigation Menu
Date: July 04, 2025
Users Can Now Clearly See Which Tab They're On
What's Improved?
To improve user experience and reduce navigation confusion, the active tab in the main (red) navigation bar is now visually highlighted. This enhancement makes it easier to track your current location, especially when switching between multiple sections or tabs.
How to Access the Updates?
Log in as a Super Admin, Company Admin, Company User, or Regular User.
Use the header navigation tabs to explore different sections. The active tab will now be visually distinguished.
Seamless Transfer of Contacts & Transaction Data Between Company Users
Date: July 04, 2025
You can now effortlessly transfer all contacts, transactions, and real estate records from one company user to another — all within the same company.
What's Improved?
Easily transfer data when users change roles, leave, or join the company.
The receiving user can seamlessly continue working with the transferred contacts without any data loss or the need to recreate records.
How to Access the Updates?
Log in as Super Admin or Company Admin.
Navigate to: Admin → Companies → Users → Transfer Contacts.
Auto-Move Selling System Categories when Loan Status Changes
Date: July 04, 2025
When Loan Officers change the loan status, the selling system categories are automatically updated accordingly.
What's Improved?
No Selling System Automation Configured
When there are no automations defined based on the Selling System:
The system automatically updates the Selling System Category based on the loan status change.
Selling System Automation Configured
If automation(s) are configured that interact with Selling System categories:
These automations are triggered first when the loan status changes.
After automation execution, the system will apply the default auto-move logic for Selling System Categories (if applicable).
How to Access the Updates?
Log in as Mortgage User.
Navigate to: Score board -> Pipeline contacts.
Change How Suggestions Are Triggered
Date: July 04, 2025
Created Suggestions for the following:
Only for contacts that are manually created.
Only for contacts that are created via webhook (like Encompass or ML webhook, but not bulk import).
Only for contacts that are created via Zapier/API.
What's Improved?
Prevents users from being overwhelmed by excessive or irrelevant Suggestions after importing large numbers of contacts.
Reduces unnecessary processing and background logic tied to bulk-imported contacts, optimizing backend performance.
Allows users to focus on contacts that truly require follow-up, instead of filtering through irrelevant Suggestions.
How to Access the Updates?
Log in as Super Admin/LO
Create the contact by Manual/Encompass/MeridianLink/Zapier Integrations
Improvements & Bug Fixes
Improvements & Bug Fixes
Minor Improvements & Fixes
Date: July 04, 2025
Explore the latest fixes, improvements, and feature enhancements designed to make your workflow smoother.
What's Improved?
Unsubscribe stats not updating in individual and company campaigns
Fix: Campaign statistics now
correctly reflect the number of unsubscribed users. The subscribed user count
updates as expected.
"B2C Prospects" and "B2C Past Clients" missing in the Campaign screen
Fix: Users can now send campaigns
to both "B2C Prospects" and "B2C Past Clients" segments.
Email status not showing
Fix: Email statuses such as Delivered, Opened,
Clicked, etc., are now visible in the
Individual Contact screen.
Email template tag count issue on the Tag screen
Fix: When an email template is
associated with an email tag, the tag count now automatically populates in the
Tag Master screen.
Email template name not loading on the Campaign form (Template Builder page)
Fix: When reactivating a
previously deactivated email template, its name and subject now auto-populate
correctly in the campaign form when accessed via the Campaign icon.
Issues on the Automation screen
Fixes:
· UI/UX improvements have been made, including automation
visibility for company users in non-editable mode.
· Super Admin users can now see default trigger
values for company-level automations.
Suggestions Quick Fix
Fix: In the Follow-up screen,
the "Suggestions" option is no longer pre-selected by default. It
only appears after users select checkboxes under Today, Past Due, or Future tabs.
Smart Filters removed after performing bulk updates
Fix: Smart filter conditions are
now retained and remain visible even after bulk updates are performed on the
Contact screen.
If you have any issues or would like to ask questions, please let us know using our Coach-on-Call feature.
- Accountable Support