Check out what's new in this month:
June - 1st Week
June - 1st Week
New Feature
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.
How to Access:
Login → Scoreboard → Profile → Preferences → Custom KPI
Improvements
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 has moved to your Profile Preferences
Your pipeline view settings are no longer buried in the Pipeline screen. They've been moved to a more intuitive home — your Profile Preferences — where all your personal settings live together in one place.
Improvements:
Pipeline view customization is no longer on the Pipeline screen — it's now found under your Profile Preferences for a more organized and accessible experience.
From Preferences, you can personalize how your loan pipeline is displayed — giving you a consistent view every time you work in the 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.
Gives your team greater control over email presentation — especially useful for compliance-heavy or highly personalized outreach.
What's Fixed?
My Teams — Team selection dropdown now loads correctly for Company Admins
Fix: The team selection dropdown inside My Teams was showing blank — making it impossible to select or switch between teams. It now correctly displays all available teams for the Company Admin.
Automation Send Email — Preview icon now visible on the Email Template card
Fix: The preview icon on the Send Email action card wasn't showing up in the Automation Builder Preview — leaving users with no way to quickly check which email template was being used. It's now visible and working as expected.
Profile — Uploading a profile picture now works correctly
Fix: Uploading a profile picture in the Profile section now saves and reflects correctly — your photo appears immediately after upload.
If you have any issues or would like to ask questions, please let us know using our Coach-on-Call feature.
- Accountable Support