Check out what's new in this month:
November - 4th Week
November - 4th Week
New Feature
New Feature
New Addition: Field Values as a Dropdown for End Conditions
Date: Nov 28, 2025
We introduced enhancements to the Automation Builder by adding a fully functional End Conditions dropdown, aligned with the same field options available in the Contact Creation modal. This ensures consistency in field selection and simplifies how users define automation ending rules.
Implementation Details:
Added Full Field List in End Conditions Dropdown
The End Conditions dropdown in the Automation Builder now displays the same field options available in the Contact Creation modal.
This ensures 100% consistency across the platform when users are selecting fields to control automation stopping behavior.
The dropdown is now powered by the same metadata and field schema used for contact creation.
Improved Validation Logic
The system now validates end conditions based on the selected field type (text, dropdown, number, date, Boolean).
This ensures accurate and predictable evaluation of conditions when the automation runs.
Ensures contacts exit the automation immediately when the defined end condition is met.
Benefits to Users:
Greater Control Over Automation Flow
Users can now precisely define when a contact should stop progressing through an automation.
Prevents unnecessary or unwanted steps from being executed once the condition is met.
Reduces Errors and Automation Loops
With more accurate end-condition options, users can prevent contacts from repeatedly looping through steps.
Ensures cleaner, error-free automation behavior.
How to access:
Login → Marketing → Automation
Time zone Configuration and Abbreviation Search at Profile Area
Date: Nov 28, 2025
We introduced significant improvements to how time zones are managed within the User Profile. These updates ensure more accurate scheduling, improved automation behavior, and a better user experience across the platform.
Implementation Details:
User Time zone Added to Profile Preferences
Users now have a dedicated Time zone field within their User Profile settings.
If a user previously did not have a time zone configured, the system will automatically detect and set it during login.
Users can manually update their time zone at any time from the User Profile page.
Time zone Dropdown with Full List of Options
The profile now includes a comprehensive time zone dropdown for easy selection.
The list is standardized and includes all supported global time zone identifiers.
Users can switch time zones without requiring support assistance or backend updates.
Abbreviation Search for Time zones
The time zone dropdown now supports searching by both full time zone names and abbreviations.
Examples:
Typing “America/Chicago” will match the identifier
Typing “CST” will match the abbreviation
In the UI, time zones are displayed in a combined format:
“America/Chicago (CST)”The database continues to store only the official identifier (e.g., “America/Chicago”) to maintain consistency and avoid ambiguity.
Benefits to Users:
Accurate Scheduling Across Features
Faster and Easier Selection
How to access:
Login → Profile
Email Template Protection – Prevent Deactivation When in Use
Date: Nov 28, 2025
We introduced a safeguard to prevent users from accidentally deactivating email templates that are actively used in Automations or Scheduled Campaigns. This enhancement ensures system stability, eliminates broken workflows, and prevents automation or campaign failures caused by missing templates.
Implementation Details:
Email Templates Cannot Be Deactivated If They Are in Use
When a User, Company Admin, or Super Admin attempts to deactivate an email template, the system will check if the template is currently being used by:
Active Automations
Scheduled Campaigns
System Displays All Dependencies
If the template is in use, the system now shows:
The list of Automations using the email template
The list of Scheduled Campaigns using the email template
The users/company entities associated with those items
This ensures full visibility before taking any action.
Deactivation Is Blocked Until Dependencies Are Cleared
The system will not allow the template to be deactivated until:
The respective automation is deactivated or fully executed, AND/OR
The scheduled campaign is completed, canceled, or removed
Benefits to Users:
Prevents Automation and Campaign Failures
Ensures Workflow Integrity
Reduces Errors
How to access:
Login → Marketing → Email Template
CORE Servicing Import – New Import Option for Post-Closing Mortgage Data
Date: Nov 28, 2025
We introduced a new CORE Servicing Import option in Accountable to support the ongoing synchronization of mortgage data after a loan is closed and boarded to a servicing/CORE system. This enhancement enables banks and credit unions to keep borrower and loan information accurate and up to date using recurring CSV uploads.
Implementation Details:
New Import Type: “Import from CORE”
A third import option CORE Servicing Import is now available under:
Company Admin → Imports → Import Transactions → Import from CORE
This new import type is specifically designed for servicing/CORE data.
Built on the Existing B2C Transaction Import Engine
The system reuses the current B2C Transaction import engine, ensuring consistency, reliability, and reduced maintenance overhead.
However, the CORE import has its own mapping profile, settings, and business rules.
Separate override logic ensures that servicing data updates the system appropriately without interfering with other transaction imports.
Custom Mapping Profile for CORE Data
A dedicated mapping schema allows CORE-specific fields (e.g., loan status, balance, payment info, escrow details, servicing milestones).
Mapping can be adjusted without affecting existing B2C imports.
Benefits to Users:
Accurate Post-Closing Mortgage Data
Supports Automated Recurring File Delivery
Separate Logic from B2C Imports
Reduced Manual Updates
How to access:
Login as Company Admin → Imports → Import Transactions → Import from CORE
Improvements & Bug Fixes
Improvements & Bug Fixes
Minor Improvements & Fixes
Date: Nov 28, 2025
Explore the latest fixes, improvements, and feature enhancements designed to make your workflow smoother.
What's Improved?
Safeguard from Multiple Emails per Member/Contact
To avoid bombarding your members or partners with multiple company campaign automations such as “Happy holidays” emails from different team members, we’ve changed how those automations work.
What's New:
Only one contact per company will now receive an automated greeting.
That email will come from the most recent user who added that contact’s email address.
You don’t have to change anything for this to take effect. Your existing birthday and holiday automations will continue to run with this new logic in place.
What's Fixed?
Export CSV in campaign stats is not working
Fix: The Export CSV option in Campaign Stats was blocked due to a SQL injection prevention safeguard. We updated the logic to handle the query safely, and the export feature now works as expected.
The automation does not trigger when records are updated from Integration
Fix: We implemented the necessary parameter logic to ensure that updates coming from the Integration tool are properly captured and synced into the CRM. With this enhancement, the automation now triggers as expected and executes the correct actions after an integrated record update.
Email Signature OFF: User’s contacts are not receiving emails
Fix: When a user has no default signature AND no personal signature, and the Email Signature toggle is turned OFF, the campaign email should still send. Currently, the system performs a signature validation check that incorrectly blocks the send operation when the signature field is empty and the signature option is disabled.
November - 3rd Week
November - 3rd Week
New Feature
New Feature
Enhanced Transaction Automation Trigger Conditions
Date: Nov 21, 2025
We have expanded the Transaction Automation engine to support additional trigger conditions, allowing users to create more flexible, targeted, and precise automation workflows. This enhancement gives administrators significantly more control over when automations should run based on loan- and transaction-related events.
Implementation Details:
Support for Multiple Trigger Conditions:
Transaction Automations can now be configured using multiple conditional rules.
Users can combine transaction events with additional loan-level conditions to ensure automations run only when all specified criteria are met.
Each automation now evaluates both:
The primary transaction event (e.g., Loan Status Changed), and
Any additional condition fields (e.g., Sale Date, Funded Date, APR, etc.).
Event Evaluation Process:
When a transaction event occurs, the system now:
Captures the event type (Loan Type Changed, Loan Status Changed, etc.).
Retrieves the associated loan data (Sale Date, Funded Date, Rate, APR, Appraisal statuses, etc.).
Evaluates whether all configured conditions match.
Executes the automation only if ALL conditions are satisfied.
Benefits to Users:
Greater Precision in Automations
More Flexibility for Complex Workflows
Improved Operational Efficiency
Scalability for Future Enhancements
How to access:
Login → Marketing → Automation
Tags Added to End Conditions Filter for Global and Company-Level Automations
Date: Nov 21, 2025
We have enhanced the Automation End Conditions by adding Tags as a supported filter option at both the Global and Company levels. With this update, administrators can now select Tags in the End Conditions filter popup and use them to stop automations when specific tags are added or removed from a contact or record.
This improvement enables more precise automation control, supports advanced segmentation use cases, and creates a more consistent experience across all automation setting
Implementation Details:
Implemented multi-select support for tags, allowing users to define multiple tag-based conditions in a single automation.
Synced Tag data retrieval between Global and Company-level contexts, ensuring consistent behavior regardless of the admin level.
Updated permission handling so Super Admin and Company Admin users can both use Tag-based End Conditions.
Ensured backward compatibility—existing automations remain untouched unless users add new Tag conditions manually.
Benefits to Users:
Greater Automation Precision
Advanced Filtering Flexibility
Improved User Experience
Enhanced Segmentation
How to access:
Login → Marketing → Automation
Add same "action" items for milestones as suggestions and opportunities
Date: Nov 21, 2025
To ensure a more unified and efficient user experience, we have enhanced the Milestones section by adding the same action items currently available in Suggestions and Opportunities. Users can now perform key follow-up actions such as sending emails, making phone calls, or referencing articles directly from any milestone, improving workflow consistency across the platform.
Implementation Details:
Added the same action items available in Suggestions and Opportunities Article, Send Mail, and Phone Call—to the Milestones section.
These action items are now accessible directly within each milestone, providing consistent functionality across the platform.
If a Contact Birthday milestone is marked as completed, that contact’s Birthday milestone will not be shown for that year.
The same applies to Contact Anniversary and Transaction Anniversary milestones. The milestone will appear as usual the following year.
How to access:
Login → Follow-ups→ Actions
Contact Screen - Introduce ‘Selling System’ in Smart filter
Date: Nov 21, 2025
We have added ‘Selling System’ as a new filter option in the Smart Filter on the Contact Screen.
This enhancement allows users to conveniently segment and locate contacts based on their assigned selling system.
By integrating this field into the Smart Filter, users can more efficiently organize their contact lists, streamline sales workflows, and improve targeting across various sales and marketing activities.
Implementation Details:
Added ‘Selling System’ as a new option in the Contact Screen Smart Filter.
Integrated the field with contact data to ensure accurate filtering results.
Smart Filter UI to display the Selling System option alongside existing filters.
Enhanced backend filtering logic to support querying by Selling System.
Ensured compatibility with other Smart Filters and maintained role-based access behavior.
Completed testing across global and company levels to verify consistent performance.
Benefits to Users:
Provides a structured way to view contacts according to selling frameworks, improving consistency across sales teams.
Users can now group and filter contacts based on their Selling System, allowing for more effective sales planning and targeted communication.
How to access:
Login → Contact → Smart Filters
Improvements & Bug Fixes
Improvements & Bug Fixes
Minor Improvements & Fixes
Date: Nov 21, 2025
Explore the latest fixes, improvements, and feature enhancements designed to make your workflow smoother.
What's Improved?
Email sent date differ from Individual contact tab vs its preview Popup & History
Fix:
We have updated and standardized the backend logic to ensure all components reference a single, unified timestamp source. This ensures accurate and consistent formatting and display of the email sent date across all views.
Contact Screen – Display Custom Group When Custom Field Is Associated
Fix:
We updated the display logic to ensure that the system now properly recognizes and displays a Custom Group whenever:
A Custom Field associated with that group is present on the contact.
The group-field mapping is active.
The "Stop" icon should be disabled once the campaign has been sent
Fix:
We updated the campaign status logic to ensure the “Stop” icon is automatically disabled once the campaign has been sent. After the campaign finishes processing, the icon will no longer be clickable or visible (based on UI design), indicating that no further action is required.
Admin tabs highlighted issue from Company admin Role
Fix:
We have corrected the navigation logic to ensure that all applicable admin tabs highlight properly when accessed by users with the Company Admin role.
Quick action menu hidden automatically after transaction created using Quick action
Fix:
We updated the backend script to ensure that the Quick Action icon and menu remain visible immediately after a transaction is created through the Quick Action workflow.
Individual Contact Screen: Contact Avatar Not Updating Properly After Changes
Fix:
We updated the avatar refresh mechanism to ensure the system instantly reflects changes whenever a contact’s image or related profile details are updated. The cache is now cleared and refreshed in real-time
November - 2nd Week
November - 2nd Week
New Feature
New Feature
Automation Trigger Interface Enhancement – Clear Separation of Event-based and Condition-based Triggers
Date: Nov 14, 2025
We’ve enhanced the Automation Trigger Interface to clearly distinguish between Event-based and Condition-based triggers. This improvement helps users easily identify the right trigger type, streamlining automation setup and reducing configuration errors.
Implementation Details:
The automation trigger interface has been updated to visually separate triggers into two categories:
Event-based Triggers: Triggered by system events (e.g., Transaction is created). Displayed in the first row.
Condition-based Triggers: Triggered when defined conditions are met (e.g., Transaction Loan Status is Application Started). Displayed in the second row.
Triggers are now arranged in a logical and structured order to improve usability. The update is purely UI-based — no change to existing automation logic or functionality.
Benefits to Users:
Improved clarity when selecting triggers during automation setup.
Reduced confusion between event-based and condition-based triggers.
Enhanced user experience through a cleaner and more intuitive layout.
Faster configuration and fewer setup errors when building automations.
How to access:
Login → Marketing → Automation
Enhancement: Transaction Automation Trigger – Support for Additional Trigger Conditions
Date: Nov 14, 2025
The Transaction Automation Trigger has been enhanced to support multiple trigger conditions, allowing more precise control over when automations are executed.
This enhancement enables users to combine transaction events with additional conditional logic to create more targeted automation workflows.
Implementation Details:
Enhanced the Transaction Automation Trigger to allow adding multiple trigger conditions for greater control and flexibility.
Additional condition fields can now be combined with existing transaction events to define more specific automation logic.
Supported Transaction Events:
Transaction Is Created
Transaction Loan Type Is Changed
Transaction Loan Purpose Is Changed
Transaction Loan Status Is Changed
Available Conditional Fields:
Loan Purpose
Loan Type
Loan Status
Amortization Type
Terms in Months
Example use cases:
Transaction Anniversary AND Loan Purpose IS Purchase
Transaction Loan Status Changed AND Loan Purpose IS ONE OF Purchase, Refinance
Automations will execute only when all defined conditions evaluate to TRUE, ensuring precision in workflow triggers.
Benefits to Users:
Enables greater flexibility in defining automation triggers.
Allows more targeted and accurate automation execution.
Reduces unnecessary automation runs by triggering only when conditions are met.
Improves overall efficiency and control in managing transaction-based automations.
How to access:
Login → Marketing → Automation
Ability for Users to Turn Off Company Automations Individually
Date: Nov 14, 2025
This enhancement introduces the ability for company users to turn off company-level automations for their individual accounts. While Company Admins can continue to activate automations globally, users can now override and disable specific company automations — but only for themselves.
Implementation Details:
Company Admins retain full control to activate or deactivate company-wide automations.
Introduced a new permission setting in the Company Admin area that determines whether users are allowed to override automation settings.
When this permission is enabled for a user:
The user can turn off a company automation only for their own account.
Their personal automation settings will not affect other users or the global automation status.
When the permission is disabled:
The user must follow the company-wide automation settings, with no override option available.
Benefits to Users:
Greater flexibility: Users can tailor company automations to their individual workflow without impacting others.
Improved control: Allows users with special roles or differing workflows to opt out of certain automations that may not apply to them.
Admin oversight: Company Admins decide who has override privileges, maintaining organizational consistency where needed.
Better user experience: Prevents unnecessary notifications or actions for users who do not need specific automations.
How to access:
Login → Marketing → Automation
Improvements & Bug Fixes
Improvements & Bug Fixes
Minor Improvements & Fixes
Date: Nov 14, 2025
Explore the latest fixes, improvements, and feature enhancements designed to make your workflow smoother.
What's Improved?
Enhancements to Suggestions, Check-Ins, and Recurring Follow-Ups
Implementation Details :
Updated Suggestions for all selling system category
Refreshed and reorganized suggestion sequences for the Help List, Fight Club, and Promoter and other categories.
Ensures each category receives more relevant, action-oriented suggestions aligned with its purpose.
Added Optional Recurring Check-In at the End of Each Sequence
Introduced a new setting to automatically add a recurring check-in after the final suggestion in a category sequence.
Recurrence continues indefinitely until the user disables it.
Set Default Check-Ins for Each Category
Each major category now includes a default check-in interval.
Defaults are applied automatically when a contact enters a category, reducing manual setup.
Allow Users to Set Recurring Check-In per Contact
Users can now configure individual recurring check-ins directly for a specific contact.
Contact-level recurrence overrides any category defaults.
Adjust Suggestion Intervals Based on Days Since Last Suggestion
Improved interval logic so suggestions trigger based on actual days since the last suggestion, not fixed calendar offsets.
Ensures consistent spacing and prevents early or stacked suggestions.
What's Fixed?
Follow-Ups to Display Newest First by Default
Fix: Updated the Follow-Ups list to automatically sort entries in descending order, showing the most recent follow-up at the top. This new default sorting applies across all contacts and categories. No user configuration is required-sorting is handled automatically.
Updated Label from “Title” to “Role” in Transaction
Fix: The field previously labeled “Title” in the Transaction view has been updated to “Role” for clearer and more accurate representation.
Weekly Submission % Shown Incorrectly
Fix: Updated the calculation logic used for weekly submission percentage, which is based on daily video submissions.
The correct formula for weekly submission is:
Weekly Submission % = (Day1 + Day2 + Day3 + Day4 + Day5 + Day6 + Day7) / 7 × 100%
Make “Loan Purpose” Field Mandatory in Transaction Popup Modal
Fix: Based on business requirements, the Loan Purpose field has been made mandatory in the Transaction popup modal. Users must now select a value before saving or submitting a transaction.
Snooze option should not accept past dates
Fix: Logic has been implemented to prevent users from selecting any past dates in the Snooze option. The system will now allow choosing only future dates starting from today, and past dates will no longer appear as valid options in the UI.
November - 1st Week
November - 1st Week
New Feature
New Feature
Transaction Title & Lender Name Added to Queue
Date: Nov 03, 2025
This enhancement improves the visibility and manageability of contacts listed in the Automation Queue (Waiting Contacts) section.
Implementation Details:
Transaction Title Added:
Each contact in the waiting list now displays the associated Transaction Title, helping users easily identify which transaction triggered the automation.
Loan Officer (LO) Name Displayed:
The Loan Officer name is included to help distinguish contacts belonging to different users within the same company or automation.
Benefits to Users:
This update enhances user clarity and improves automation tracking by providing complete context about queued contacts, minimizing confusion and manual verification steps.
How to access:
Login as LO → Admin → Marketing → Automation
Pipeline Now Supports Advanced Contact Filters
Date: Nov 03, 2025
This release introduces transaction-related contact fields within the Smart Filter functionality. The enhancement enables users to quickly and accurately filter transaction records based on specific contact information tied to those transactions.
Implementation Details:
Added transaction-level contact fields (e.g. Loan Officer, Realtor) to the Smart Filter.
Enhanced search capability to support contact-driven filtering for transactions.
Improved query performance and data consistency for contact-based transaction filters.
Refined UI in the Smart Filter to display relevant contact fields contextually.
Benefits to Users:
Streamlined user experience when filtering transactions linked to specific contacts.
Reduced manual effort and time spent searching for contact-related transaction data.
Improved reporting accuracy and analytical insight into contact-based transactions.
How to access:
Login as Mortgage User → Pipeline contacts
Date-Based Filtering for Contacts and Pipeline
Date: Nov 03, 2025
We have introduced a Date Filter in both the Contact and Pipeline screens to enhance data filtering capabilities and improve user productivity. This enhancement allows users to refine their views based on date-specific criteria for better data tracking and reporting.
Implementation Details:
Added Date Filter options in:
Contact Screen – to filter contacts by creation date, update date, or other date-related attributes.
Pipeline Screen – to filter opportunities or transactions based on milestone dates, submission dates, or funding dates.
Integrated with existing Smart Filter functionality for a consistent filtering experience.
Supports custom date range selection (e.g., Today, Last 7 Days, This Month, Custom Range).
Enhanced backend logic to ensure optimized query performance for large datasets.
Benefits to Users:
Enables users to quickly identify recent or time-specific records.
Improves data analysis and tracking for pipeline activities.
Provides a consistent and flexible filtering experience across modules.
Reduces manual searching and improves operational efficiency.
How to access:
Login as Mortgage User → Pipeline contacts / Navigate to Contact screen
Filter Contacts and Records by Custom Fields
Date: Nov 03, 2025
We have enhanced the filtering functionality by introducing the ability to filter records based on custom fields. This feature allows users to create and apply filters using organization-specific custom fields, enabling more flexible and tailored data searches across modules.
Implementation Details:
Added support for Custom Fields within the Smart Filter and advanced search panels.
Users can now select custom-defined fields (text, date,) to create specific filter conditions.
Dynamic population of custom fields based on module context (e.g., Contacts, Transactions).
Enhanced query logic to ensure consistent and optimized results when filtering with custom field data.
User-friendly interface for selecting and applying filters across one or multiple custom attributes.
Benefits to Users:
Provides flexibility for teams with unique business requirements.
Enables more precise and customized reporting and data segmentation.
Reduces dependency on predefined filter options.
Supports better decision-making through more refined data insights.
How to access:
Login → Contact screen
Transaction-Based Filters on Contacts Page
Date: Nov 03, 2025
We have introduced the ability to filter Contacts based on associated Transaction data directly from the Contacts List Page. This improvement bridges contact and transaction information, providing users with a more comprehensive and efficient way to identify contacts linked to specific transaction attributes.
Implementation Details:
Added Transaction Data Filters to the Contacts List Page.
Users can now filter contacts based on related transaction fields such as:
Loan Number
Transaction Status
Loan Officer
Loan Type
Funding Date or Closing Date
Seamless integration with the Smart Filter framework for consistent behavior across modules.
Enhanced backend logic to handle complex contact–transaction relationships efficiently.
Benefits to Users:
Enables deeper insight into contact–transaction relationships.
Saves time by allowing filtering without switching between Contacts and Transactions screens.
Improves accuracy in identifying contacts involved in specific transaction stages or types.
How to access:
Login → 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