What&#x27;s new in Accountable: June 2026

What's Improved?

Email Permissions Moved to the Main User Permission List
We've streamlined permission management by moving Email Permissions from the Company Settings page to the Main User Permission List. This improvement centralizes all user permissions in one place, making it easier for administrators to configure and manage user access without navigating to multiple settings pages.

Key Improvements:
- Email permissions are now managed from the main user permission list.
- Centralizes permission management for a more consistent experience.
- Reduces the need to switch between different settings pages.
- Simplifies user access configuration for company administrators.
- Improves usability and overall permission management efficiency.
Enhanced Pipeline Lead Ordering by Follow-Up Date
We've improved the way leads are ordered in the Pipeline to better support follow-up workflows. Instead of sorting leads by the date they were added, the Pipeline now prioritizes Follow-Up Dates, helping users focus on the most time-sensitive activities first. If a lead doesn't have a follow-up date, it will automatically be ordered by the newest lead as a fallback.

Key Improvements:
- Pipeline leads are now prioritized based on Follow-Up Dates.
- Leads without a follow-up date default to newest first.
- Improves visibility of upcoming follow-up activities.
- Helps users stay organized and focus on high-priority leads.

What's Fixed?

Fixed Automation Email Delivery for Configured Transaction Contact Titles
Fix: Resolved an issue where TBD Stage automation emails were only being sent to the Borrower contact, regardless of the transaction contact titles configured in the automation. Automation emails now correctly send to the transaction contact titles selected in the workflow, ensuring email automations execute as configured and reach the intended recipients.

June - 3rd Week

New Feature

Enhanced Follow-Up & Activity Management – Pipeline Leads Tab

Date: June 19, 2026

The Follow-Up column in the Pipeline Leads tab has been enhanced to provide a more complete interaction management experience. Previously, users could only create and manage follow-ups from this section. With this update, users can now create and manage Follow-Ups, Activities, and Notes from a single interface, making it easier to track all lead interactions in one place.

Implementation Details:

Expanded the Follow-Up tool to allow users to create and manage Follow-Ups, Activities, and Notes directly from the Pipeline Leads tab.
Added validation rules to ensure all required fields for the selected interaction type are completed before a record can be saved.
Prevented the creation of incomplete Follow-Up, Activity, or Note records by displaying validation errors when mandatory information is missing.
Enhanced Follow-Up column logic to automatically display the next upcoming follow-up date when multiple future follow-ups exist for a contact.
Completed activities and past follow-ups are excluded from the Follow-Up column to maintain focus on pending actions.
If no future follow-ups remain after all scheduled follow-ups are completed, the Follow-Up column will display an empty state.

How to Access:

Scoreboard → Pipeline → Leads Tab

Round Robin Contact Assignment for Bulk Imports

Date: June 19, 2026

A new Round Robin Assignment option has been added to the Company Contact Importer, enabling organizations to automatically distribute imported contacts across Loan Officers in a balanced and sequential manner. This optional feature helps streamline lead distribution and ensures fair contact allocation during bulk imports.

Implementation Details:

Added an Enable Round Robin Assignment toggle to the Company Admin → Import Contacts page.
When enabled, imported contacts are automatically assigned to Loan Officers in a rotating sequence, ensuring even distribution across the team.
Any manually selected assigned user will be ignored while Round Robin Assignment is active.
The assignment sequence is maintained across imports, allowing the system to continue from the last assigned Loan Officer rather than restarting the rotation.
Improved bulk contact import efficiency by eliminating the need for manual contact distribution after import.
The feature is optional and can be enabled or disabled based on the organization's contact assignment preferences.

How to Access:

Scoreboard → Admin → Import → Import Contact

Campaign Recipient Tracking Enhancement

Date: June 19, 2026

Enhanced Company Campaign Statistics by introducing a new Sent To section, providing greater visibility into campaign recipients. Users can now easily review which contacts were included in a campaign directly from the campaign statistics page.

Implementation Details:

Added a new Sent To section within Company Campaign Stats.
Displays the list of contacts who received the campaign, providing greater transparency into campaign distribution.
Captures and presents recipient information based on the selected campaign audience at the time of sending.
Supports campaigns sent using Smart Lists, Tags, contact type and selling system selection methods.
Enables users to quickly verify campaign recipients without needing to review campaign setup details.
Improves campaign auditing, reporting, and recipient tracking by providing a centralized view of all contacts included in a campaign send.

How to Access:

Scoreboard → Admin → Marketing → Campaign

User-Level and Company-Level Permission Classification

Date: June 19, 2026

The Roles & Permissions section has been enhanced to provide a clearer and more structured permission management experience. Permissions are now classified into User-Level and Company-Level categories, making it easier for administrators to understand, manage, and assign access rights throughout the platform.

Implementation Details:

Reorganized the Roles & Permissions page by separating permissions into dedicated User-Level and Company-Level sections.
Improved permission visibility by displaying access controls based on their applicable permission category.
Enhanced administrative usability by making it easier to identify which permissions affect individual users versus company-wide settings.
Introduced Pipeline Customization permissions, allowing administrators to control access to pipeline configuration and management features.
Simplified role management through a more structured permission layout, reducing confusion when assigning or reviewing user access.
Improved overall permission governance and access control consistency across the platform.

How to Access:

Scoreboard → Admin → Settings → User Roles

Integration New Feature

Enhanced Email Deliverability with Sender Authentication

Date: June 19, 2026

Sender Authentication allows you to verify your email domain with SendGrid, enabling Accountable CRM to send emails on behalf of your business domain. This improves email deliverability, strengthens your brand identity, and helps prevent emails from being marked as spam.

Once authentication is completed, recipients will see emails coming directly from your company's domain instead of displaying a "via accountablecrm.com" message.

Click here to learn how to configure and verify your SendGrid Authentication.

Implementation Details:

Added Sender Authentication setup within the SendGrid integration to allow companies to verify and authenticate their email sending domain.
Implemented automated generation of the required DNS authentication records, enabling secure domain verification through SendGrid.
Added a domain verification process to validate ownership and authorize email sending on behalf of the authenticated domain.
Configured support for industry-standard email authentication protocols, including SPF and DKIM, to improve email security and deliverability.
Enhanced email sending capabilities by allowing authenticated domains to be used across email campaigns, automations, and one-to-one communications.

How to Access:

Scoreboard → Admin → Integrations → SendGrid → Sender Authentication

Improvements

What's Improved?

Lead Status Support Added to Automation If/Else Conditions
- Added Lead Status as a new condition option within the Advanced Filters section of the If/Else automation builder.
- This enhancement allows users to create more targeted and flexible automation workflows based on a contact's current lead status, improving workflow accuracy and automation control.
Permission Management Interface Enhancements
- Enhanced the Company Permissions interface by introducing toggle-based controls within the Marketing and Settings sections, providing a more streamlined and user-friendly permission management experience.
- Permission lists are now dynamically displayed based on the selected toggle, making it easier for administrators to navigate, review, and configure access rights across different system areas.
- Improved the overall organization of permissions by grouping related access controls under dedicated sections, reducing clutter and improving usability.

Integration Improvements

What's Improved?

Automatic Industry Assignment Based on Contact Role
Enhanced contact classification by automatically assigning the appropriate Industry based on the selected Contact Role. This improvement reduces manual data entry, improves data consistency, and ensures contacts are categorized accurately across the platform.

Implementation Details:
- Added automatic Industry assignment logic based on the selected Contact Role.
- Contacts assigned the Buyer Agent or Seller Agent role will now be automatically categorized under the Realtor Industry.
- Contacts assigned the Title or Escrow role will now be automatically categorized under the Title Industry.
- Contacts assigned the Processor, Underwriter, or Assistant role will now be automatically categorized under the Mortgage Operations Industry.
- Improved data accuracy by ensuring Industry values remain aligned with commonly associated industry classifications.

What's Fixed?

Resolved Transaction Screen Loading Issue During Edit
Fix: Resolved an issue in the Individual Contact → Transactions tab where the Transaction modal failed to load when editing an existing transaction. Users can now successfully open the Transaction modal, update transaction details, and save changes without interruption, ensuring a smoother transaction management experience.
Resolved Issue Causing Pipeline Values to Display as Zero
Fix: Resolved an issue in the KPI Dashboard where the Pipeline widget was incorrectly displaying a value of zero for all users. The pipeline calculation and data display have been corrected, ensuring that pipeline values are now accurately reflected based on the user's actual pipeline data.
Fixed Incorrect Transaction Anniversary Trigger Execution
- Fix: Resolved an issue where Transaction Anniversary automations were incorrectly triggered whenever the funded date's month and day matched the current date, without validating the anniversary year criteria.
- The anniversary trigger logic has been updated to correctly evaluate transaction anniversaries based on the funded date, ensuring automations are only triggered when the appropriate anniversary date is reached.
Custom Field Master Deletion Toast Message Added
Fix: Resolved an issue in the Custom Fields page where custom fields could be deleted without adequate user confirmation. A confirmation message has now been implemented to provide greater visibility into the impact of the deletion action, including when the field is associated with existing contact records. This enhancement helps prevent accidental deletions and improves data management safety.
Tag Master Screen Weird Tags Issue Resolved
- Fix: Resolved an issue where deleted tags referenced by existing automations could result in invalid tag entries appearing as "Weird Tags." This occurred when an automation attempted to apply a tag that had been removed from the Tag Master.
- The system now properly validates tag references, preventing invalid tag creation and ensuring tags are displayed and managed correctly across automations.

June - 2nd Week

New Feature

Company Admins can now control exactly what each user can access — Role Based Permissions

Date: June 12, 2026

Not every user needs access to everything. Company Admins can now define precise permission levels for each user role — controlling what they can view, create, edit, or delete across the entire platform. From pipeline management to company settings, access is now fully in your hands.

Implementation Details:

For Company Admins

Set View, Create/Edit, and Delete permissions per user role across all major platform areas — Marketing, Company Management, Settings, and more.
Toggle access to key actions like Manage Pipeline, Manage Lead, Contacts Import, Transactions Import, Pipeline Customization, and Impersonate Users independently per role.
Company Management permissions are handled separately — control who can access and duplicate company-level Email Templates and Automations without affecting individual user permissions.

For Company Users

Your navigation and available actions reflect exactly what your admin has assigned — only what you need is visible, keeping the experience clean and focused.
Access to sensitive settings, imports, and pipeline management is controlled by your admin — ensuring the right people have the right level of access at all times.

How to Access:

Scoreboard → Admin → Settings → User Roles

Improvements

What's Improved?

"Mortgage Operations" is now available as an Industry option in Contact Creation
The Industry field in Contact Creation now includes Mortgage Operations as a selectable option — so contacts working in the mortgage space can be accurately categorized from the moment they're added, without needing a workaround.

What's Fixed?

Automations no longer disappear from their folder after a status change
Fix: Changing an automation's status was accidentally removing it from its folder — forcing users to manually reassign it every time. That's now fixed. Your automations stay exactly where you put them, regardless of any status changes made.
Company Email Templates — Send Test Mail icon is now visible on the template list page
Fix: The Send Test Mail icon was missing from the Company Email Template list page — making it impossible to quickly test a template without opening it first. It's now restored and accessible directly from the list, right where you'd expect it to be.
Company Admins can now be selected in the Assigned To dropdown
Fix: The Assigned To dropdown in the Contact Modal previously only listed company users — leaving Company Admins out as an option entirely. Contacts can now be assigned directly to any Company Admin in the organization, giving teams more flexibility in how leads and contacts are distributed across the company.
Pipeline now shows the Assigned To column by default for Company Users
Fix: Company Users opening the pipeline had no immediate visibility into who a lead was assigned to — the Assigned To column wasn't showing by default. It now appears automatically, displaying the assigned Company Admin right away so your team always knows ownership at a glance — no extra configuration needed.
Contact duplication check now includes Middle Name for more accurate detection
Fix: Previously, duplicate contact detection only checked against First Name and Email Address — which occasionally let similar contacts slip through. The logic has now been tightened to check First Name, Middle Name, and Email Address together, giving your team a stronger safety net against accidental duplicate entries.

June - 1st Week

New Feature

Custom KPIs — Now separately managed for B2B and B2C

Date: June 08, 2026

KPIs don't look the same across every business type. Custom KPIs can now be configured independently for B2B and B2C — so the metrics your team tracks are always relevant to the type of business you're working with, not a one-size-fits-all list.

Implementation Details:

Custom KPIs are now split into B2B and B2C tabs — manage and track separate KPI sets tailored to each business type.
Add, edit, activate, or deactivate KPIs independently for each tab — changes to B2B KPIs have no impact on B2C, and vice versa.
Each KPI can be toggled active or inactive individually — keeping your scoreboard focused on only what matters for that business type.
KPIs configured here reflect across the relevant scoreboard and reporting views — giving your team accurate, context-specific performance data.
The custom KPIs you create will be displayed on the KPI page and in the Activity Creation popup according to the selected contact type.

How to Access:

Improvements

Date: June 05, 2026

Explore the latest fixes, improvements, and feature enhancements designed to make your workflow smoother.

What's Improved?

Pipeline view customization on your Profile Preferences
Every Loan Officer works differently, and your pipeline view should reflect that. You can now customize how your loan pipeline is displayed directly from Profile Preferences, allowing you to create a workspace that aligns with your workflow and helps you stay focused on what matters most.

Improvements:
- Create and customize pipeline stages to reflect your preferred loan process and workflow.
- Manage loan progression through personalized statuses, giving you greater flexibility and control over your pipeline.
Automation Builder now supports multiple If/Else conditions in a single flow
Building complex automations just got more powerful. You're no longer limited to a single If/Else branch — you can now stack multiple conditions in one automation flow, giving you finer control over how your leads are handled at every step.

Improvements:
- The Automation Builder now supports multiple If/Else conditions within a single automation — build branching logic that reflects how your team actually works.
- Each condition branch can be configured independently — defining different paths and actions based on the specific criteria that's met.
- Leads are routed through the correct branch automatically — reducing manual follow-up and keeping your workflows precise and reliable.
- Fully compatible with your existing automations — no need to rebuild anything, just extend your flows with more conditions where needed.
Email Template Builder — Add content between your Signature and Disclaimer
Until now, the structure of your email templates was rigid — content, signature, disclaimer, in that order with no room to adjust. You can now inject custom content in the space between your Signature and Disclaimer, giving you more flexibility over how your emails are structured and presented to recipients.

Improvements:
- The Email Template Builder now allows you to insert content in the space between the Signature and Disclaimer — add context, legal notes, personalized closings, or any relevant information that belongs in that section.
- The injected content is fully editable within the builder — format it just like any other section of your template.
- Your existing Signature and Disclaimer blocks remain unchanged — this is purely an additional content zone, not a replacement.