Users can configure automation to trigger only when a transaction occurs and the record belongs to a specific Team Title.

Enables targeted automation based on team responsibilities.

Reduces errors by preventing automation from running for irrelevant team members.

Improves workflow efficiency and ensures accurate communication.

Opportunities are automatically identified based on the time elapsed since their creation or last update.

The system now supports the following time intervals for opportunity retrieval:

This logic ensures consistent and accurate data retrieval across all companies.

Enables loan officers and admins to quickly track opportunities based on time-sensitive criteria.

Updated backend logic in the automation engine for transaction-based triggers (e.g., Funded status, Transaction Anniversary, etc.).

Added a condition to validate Team Title = Borrower before executing the email action.

If multiple team members exist in the transaction (e.g., Borrower, Co-Borrower, Agent, Processor), the system will filter and send emails only to the Borrower.

Updated notification logic to match the new email execution rule.

Tested across funded automation scenarios to ensure no emails are sent to unintended team roles.

Ensures only Borrowers receive funded-related automation emails.

Prevents miscommunication with other team members (e.g., Co-Borrowers, Agents).

Enhances accuracy and professionalism in automated communication workflows.

If both the profile image and company logo were missing, the signature content would not shift, leaving empty space.

With this update, when both images are absent, the signature content automatically aligns to the left.

Signature content should always be aligned properly based on the presence or absence of profile and logo images.

Added logic to detect when the company logo is empty or removed from the Profile screen.

The skeleton placeholder is now hidden in all instances where the company logo is not present.

Ensures that email templates only display relevant content without any placeholder artifacts.

Cleaner email templates: No unnecessary skeleton placeholders are shown.

Improved visual experience: Emails look polished and professional.

Consistent layout: Signature and email content remain properly aligned even when the company logo is absent.

Added transaction-related fields to the Contacts List page filter options.

When users apply filters based on transaction data (e.g., loan type, loan purpose, amortization type, etc.), only contacts linked to matching transactions are displayed.

Ensures that filtering logic accurately maps transaction data to corresponding contacts.

Enhanced the Send Email action to support multiple templates for different transaction team roles.

When an automation is triggered by a transaction event, users can now:

Example:

Enables personalized and role-specific communication in automations.

Reduces manual configuration of multiple separate automations for different roles.

Ensures that each transaction team member receives the most relevant information automatically.

Users can now insert emojis (e.g., 🏠, 💰, 🎉) directly into the subject line when creating or editing email templates in Unlayer.

The system ensures emojis are rendered correctly in supported email clients, maintaining consistency across devices.

This feature works alongside existing text and personalization tokens, so users can combine emojis with dynamic content seamlessly.

The editor prevents unsupported characters or invalid emojis from being inserted to avoid display issues.

Enhanced Engagement – Emojis make subject lines more visually appealing and attention-grabbing in crowded inboxes.

Increased Open Rates – Stand out from other emails and attract recipients’ attention more effectively.

Better Personalization – Users can match emojis to promotions, campaigns, or themes for a more relatable message.

User-Friendly Experience – Simple drag-and-drop or copy-paste insertion of emojis makes it easy for marketers to use.

Admins can set a Company Logo and Company Email Signature via the Company Admin settings.

If activated, all emails sent by company users will automatically display the company-level logo and signature.

Provides an override mechanism so users’ personal logos/signatures are replaced by the company-approved branding.

Admins can also set compliance text that will appear in emails to ensure regulatory requirements are met.

Brand Consistency – Ensures all outgoing emails carry the official company branding.

Compliance Assurance – Automatically includes required compliance text in all emails.

Time Savings – Removes the need for individual users to manually update logos or signatures.

Professional Appearance – Enhances the professional look of emails sent by all company users.