Check out what's new in this month:

July - 1st Week

New Feature

Lead Automation Condition for Lead Stage

Date: July 03, 2026

A new Send Email to Referral automation action has been added to Contact-based Automations. This feature enables users to automatically send emails to the referral associated with a selected contact whenever the configured automation trigger and conditions are met.

Implementation Details:

Configure a Contact-Based trigger and define the required trigger conditions.
Add the new Send Email to Referral automation action.
Select the email template that should be sent to the referral.
When the automation is triggered, the system automatically identifies the referral linked to the selected contact.
The configured email is then sent directly to the associated referral contact.
If no referral is associated with the selected contact, the email action is skipped.

Benefits:

Automates referral communication without manual intervention.
Ensures consistent and timely follow-up with referral contacts.
Improves referral engagement and communication efficiency.
Reduces repetitive administrative tasks for users.

How To Access:

Scoreboard → Marketing → Automations

Improvements

Improvements

What's Improved?

Follow-ups Popup Improvements in Quick Action & Lead Stage
The Follow-ups popup has been enhanced in both the Quick Action menu and the Lead Stage Follow-up column to provide a more intuitive and efficient user experience. The improved interface makes it easier to create, manage, and schedule follow-ups for both current and future activities.

Key Details:
- Enhanced the Follow-ups popup in the Quick Action menu.
- Improved the Follow-up popup within the Lead Stage Follow-up column.
- Simplified the follow-up creation workflow with a more user-friendly interface.
- Makes it easier to schedule both current and future follow-ups.
- Improves productivity by making follow-up management more efficient.
Scheduled Email Due Date & Time Display for Active and Upcoming Follow-ups
The Due column for scheduled milestones follow-ups has been enhanced to display both the scheduled date and time for Active and Upcoming follow-ups. This provides users with greater visibility into exactly when a scheduled email is set to be sent, making it easier to track and manage upcoming automated communications.

Key Details:
- Enhanced the Due column to display both the scheduled date and time for email follow-ups.
- Applies to Active and Upcoming scheduled email follow-ups.
- The scheduled time is displayed in a clear format, for example: Jul 2, 2026 @ 10:30 PM IST.
- Emails are automatically sent when the configured scheduled date and time is reached.
- Improves visibility into upcoming scheduled email activities.
Email Template & Automation Builder UI Enhancements
The Email Template Builder and Automation Builder pages have been enhanced with an improved action toolbar and a more intuitive interface. Frequently used actions such as Folder, Tags, and Send Test Email are now represented with clear, dedicated icons, making them quicker and easier to access. The Active toggle has also been refined to provide better visibility and a more streamlined user experience.

Key Details:
- Added intuitive icons for Folder, Tags, and Send Test Email to improve accessibility.
- Enhanced the Send Test Email action with a clear send icon for faster identification and execution.
- Improved the placement and visibility of the Active toggle for easier template management.
- Streamlined the page layout to reduce clicks and simplify navigation.
- Delivers a more consistent user experience across the Email Template and Automation Builder pages.
Company Campaign Statistics – Category Alignment
The Company Campaign Statistics page has been enhanced to provide the same reporting categories available in Individual Campaign Statistics. As part of this update, the Requested and Unsubscribed metrics have been added to the Stats tab, delivering a more comprehensive view of campaign performance and improving reporting consistency across campaign types.

Key Details:
- Aligned Company Campaign Statistics with Individual Campaign Statistics.
- Added the Requested metric to the Stats tab for improved campaign tracking.
- Added the Unsubscribed metric to provide better visibility into recipient opt-out activity.
- Ensures consistent reporting categories across both Company and Individual campaigns.
- Enables users to monitor recipient engagement and subscription status more effectively.
Loan Purpose Mix – Unit Count Display in Transaction Pie Chart
The Loan Purpose Mix widget on the KPI Dashboard has been enhanced to display the unit count for each loan purpose in the transaction pie chart. Previously, the chart displayed only the overall transaction total and percentage distribution. With this enhancement, users can now view the actual number of transactions for each loan purpose.

Key Details:
- Enhanced the Loan Purpose Mix transaction pie chart on the KPI Dashboard.
- Added the unit count for each loan purpose category.
- Continues to display the percentage distribution alongside the unit count.
- Allows users to view both the actual transaction count and percentage for every loan purpose.
- Provides a clearer breakdown of transaction volumes by loan purpose (e.g., Purchase – 10 , Refinance – 2 ).
Mobile Email Signature Layout Enhancement
The mobile email signature layout has been improved to provide a cleaner, more professional, and visually balanced appearance across mobile devices.

Key Details:
- Centered Headshot Image – The profile headshot is now displayed at the center of the email signature instead of the left side, creating a more polished and professional presentation.
- Centered Company Logo – The company logo is now center-aligned for improved visual consistency and brand visibility.
- Enhanced Mobile Experience – The updated layout improves readability and ensures a consistent appearance across different mobile devices and email clients.
- Professional Signature Design – The refined alignment delivers a cleaner, more modern email signature that enhances the overall recipient experience.

Bug Fixes

What's Fixed?

Automation Stats – "Send Email to Loan Officer" Action
Fix : Resolved an issue where the email subject and email delivery count were not displayed in Automation Stats for the "Send Email to Loan Officer" action. These details are now displayed correctly, providing users with accurate visibility into email automation activity and improving the overall monitoring and reporting experience.
Unsubscribe Link in Email Templates
Fix : Resolved an issue where the Unsubscribe link was not clickable in newly created email templates. The link is now fully functional across all new email templates, ensuring recipients can successfully access the unsubscribe page and helping maintain email compliance and a seamless user experience.