Check out what's new in this month:
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