Check out what's new in this month:
July - 3rd Week
July - 3rd Week
New Feature
New Feature
New Automation Trigger – Contact Lead Purpose Is Changed
Date: July 17, 2026
A new automation trigger, Contact Lead Purpose Is Changed, has been added to the Automation Builder. This trigger allows users to automatically start workflows whenever a contact's Lead Purpose changes to a selected value. For example, when a contact's Lead Purpose changes to Purchase, the automation can immediately send an email or perform any other configured action.
Implementation Details:
Added a new automation trigger: Contact Lead Purpose Is Changed.
Allows users to select one or more Lead Purpose values to monitor.
Triggers the automation automatically when a contact's Lead Purpose changes to the selected value.
Supports all existing automation actions, including sending emails and more.
Enables targeted workflows based on changes to a contact's Lead Purpose.
Benefits
Automates follow-up actions based on Lead Purpose changes.
Eliminates manual monitoring of Lead Purpose updates.
Improves response time by triggering actions instantly.
Delivers more personalized communication based on a contact's intent.
Increases workflow efficiency and reduces repetitive tasks.
How To Access:
Scoreboard → Marketing → Automation
Improvements
Improvements
What's Improved?
Scoreboard Day Tracker Updated to Monthly
The Scoreboard has been updated to replace the Day Tracker with a Monthly Tracker, providing users with a more comprehensive view of their progress and performance. This enhancement aligns tracking with monthly goals, making it easier to monitor trends, measure consistency, and evaluate overall performance throughout the month.
What's Fixed?
Global Search Supports Special Characters in Contact Search
Fix: Resolved an issue where Global Search failed to return results when searching for contacts whose names contained special characters, such as apostrophes ('). Users can now successfully search for contacts with supported special characters, ensuring accurate and reliable search results.
Existing Automation Status Now Syncs Correctly with Automation List
Fix: Resolved an issue where updating the Active/Inactive toggle for an existing automation was not reflected in the Automation List after saving. The automation list now correctly displays the saved status, ensuring consistency between the Automation Builder and the Automation List.Activity Follow-Up Date Now Auto-Updates Using Quick-Select Options
Fix: The Activity creation popup now automatically populates the Follow-Up Date when users select the Days, Weeks, or Months quick-select options. This ensures the selected date is applied correctly and streamlines the follow-up scheduling process.
Lead Contact Type No Longer Affected by Account Preference
Fix: If a Loan Officer's Account Preference was set to B2B as the default contact type, the New Lead form still defaulted the Lead Contact Type to B2C. As a result, newly created leads were saved as B2B based on the Loan Officer's contact type preference, causing them to not appear in the Pipeline. This issue has now been fixed. New leads will now always be saved as B2C, regardless of the Loan Officer's contact type preference (B2B or B2C), and will appear correctly in the Pipeline.
July - 2nd Week
July - 2nd Week
New Feature
New Feature
Quick Action – Create New Leads from the CRM Dashboard
Date: July 10, 2026
A new Lead option has been added to the Quick Actions menu on the CRM Dashboard, allowing users to create a new lead directly from anywhere in the dashboard. Selecting this option opens a New Lead modal popup, enabling users to quickly capture lead information without navigating to the Leads page.
Implementation Details:
Added a New Lead option to the CRM Dashboard → Quick Actions menu.
Opens a dedicated New Lead modal popup for rapid lead creation.
Allows users to enter lead details and save a new lead directly from the dashboard.
Eliminates the need to navigate to the Pipeline or Leads section to add a new lead.
Improves workflow efficiency by providing faster access to lead creation from any dashboard view.
Benefits
Enables faster lead creation directly from the CRM Dashboard.
Reduces the number of clicks and navigation required to add a new lead.
Improves productivity by allowing users to capture leads immediately.
Streamlines the lead entry process with a dedicated modal popup.
How To Access:
Scoreboard → Quick Action → Lead
Realtor Type Management with Advanced Filtering & Campaign Targeting
Date: July 10, 2026
A new Realtor Type feature has been introduced to improve contact management, transaction classification, and marketing audience targeting. Loan Officer can now categorize realtor contacts as Buyer's Agent, Listing Agent, or Both, enabling more accurate contact organization, automated classification from LOS transactions, advanced filtering, and targeted campaign delivery.
Implementation Details:
Realtor Type in Contact Creation Popup
Added a new Realtor Type field to the Contact Creation Modal Popup.
The Realtor Type field is mandatory when Contact Type is set to B2B and Industry is selected as Realtor.
Loan officers can classify realtor contacts by selecting the appropriate Realtor Type during contact creation or editing.
The available Realtor Type options include: Buyer's Agent, Listing Agent and Both
Realtor Type in Individual Contact Page
The Realtor Type is automatically determined based on the contact's associated LOS transactions.
If a contact has only one transaction, the Realtor Type is assigned based on the role associated with that transaction.
If a contact has multiple transactions with the same Realtor Type, the contact continues to display that single Realtor Type (for example, Buyer's Agent or Listing Agent).
If a contact has multiple transactions with different Realtor Types, the system automatically updates the Realtor Type to Both.
Advanced Realtor Type Filtering in Contact List Page
Added a new Realtor Type filter to the Advanced Filters section of the Contact List.
Users can filter contacts based on the selected Realtor Type, including Buyer's Agent, Listing Agent, and Both.
Supports faster and searching by allowing loan officers to narrow contact lists using Realtor Type criteria.
Marketing Segmentation
Added Realtor Type as a new audience selection criterion in the Campaign module.
Users can target recipients by selecting specific Realtor Types in the Send To option to send the campaign.
Supported Realtor Type options include Buyer's Agent, Listing Agent, and Both.
Enables more precise audience segmentation by delivering campaigns to contacts based on their assigned Realtor Type.
Benefits
Improves the accuracy of realtor contact classification.
Automatically keeps Realtor Type synchronized with LOS transaction data.
Simplifies contact management with advanced Realtor Type filtering.
Enables more precise audience segmentation for marketing campaigns.
How To Access:
Scoreboard → Quick Action → Contact
Improvements
Improvements
What's Improved?
Lead Source Enhancement – Display Referral Contact Name
The Lead Source column in the Scoreboard → Pipeline → Leads tab has been enhanced for better visibility when a lead is referred by someone.
Previously, selecting Referral displayed only the source type (Referral). With this improvement, the system now displays both the Referral source and the name of the referring contact, making it easier to identify who referred the lead at a glance.
Key DetailsDisplays both the Lead Source and the Referral Contact Name.
Makes referral leads easier to identify without opening the contact record.
Improves visibility and tracking of referral relationships.
Helps loan officers quickly recognize the referring contact from the pipeline view.
Follow-Up Modal Enhancement – Default Activity Date and Next Follow-Up Interval
The Follow-Up modal in the Scoreboard → Pipeline → Leads tab has been refined to streamline follow-up creation and reduce manual data entry.
When creating a new follow-up, the Activity Date now automatically defaults to today's date. In addition, the Next Follow-Up interval is preconfigured with a default value of Day, allowing users to quickly adjust it to days, weeks, months, or other available intervals as needed.
Key DetailsActivity Date automatically defaults to the current date.
Next Follow-Up is prefilled with Day by default.
Users can easily modify the follow-up interval (1,2,3,4,5 or Weeks, Months, etc.).
Reduces manual input and speeds up follow-up creation.
Mobile Email Signature – Headshot Layout Enhancement
The mobile email signature layout has been enhanced to improve visual presentation and readability. The headshot image has been repositioned from the left side to the top of the signature, creating a cleaner and more organized layout.
Key DetailsOptimized the email signature layout for mobile devices.
Repositioned the headshot image from the left side to the top of the email signature.
Improved the alignment and spacing of signature elements for better readability.
Enhanced the overall visual hierarchy of the signature on mobile screens.
Delete Option is Remove from Tag – Confirmation Dialog Improvement
The Tag confirmation dialog has been simplified to provide a clearer and safer user experience. Previously, the dialog displayed Cancel, Delete, and Remove options, which could cause confusion. The Delete option has now been removed, ensuring that users can only remove the contact from the selected tag without affecting the contact record or the tag itself.
Key DetailsRemoved the Delete option from the Remove from Tag confirmation dialog.
The Remove action now only removes the contact from the selected tag.
The contact record remains unchanged and is not deleted.
The tag itself is retained and is not deleted.
Campaign Schedule List – Global Scheduled Automations Added
The Campaign Schedule List has been enhanced to provide a unified view of scheduled activities. Previously, the Scheduled List displayed only scheduled campaigns. With this enhancement, it now displays both Scheduled Campaigns and Global Scheduled Automations, giving users a centralized view of all scheduled marketing activities.
Key DetailsEnhanced the Scheduled List in the Campaign module to include Global Scheduled Automations.
Continues to display all Scheduled Campaigns alongside scheduled automations.
Provides a centralized view of both scheduled campaigns and automation workflows.
Improves visibility into upcoming marketing and automation activities.
Eliminates the need to navigate between multiple pages to review scheduled items.
What's Fixed?
Active Email Templates Displayed Correctly in Automation Builder
Fix: Resolved an issue in the Automation Builder where active email templates were incorrectly displayed as Inactive after an automation was created or updated. When reopening an automation, the selected email template now correctly reflects its current Active status, ensuring accurate visibility and preventing confusion during automation review and management.
Pipeline Partners – Partner Name Search Issue Resolved
Fix: Resolved an issue in the Pipeline Partners tab where the search bar was not returning results when searching by partner name. The search functionality now works correctly, allowing users to quickly locate partner contacts by name for a faster and more efficient navigation experience.
Partners Tab – Initial Contact Loading Issue Resolved
Fix: Resolved a performance issue in the Partners tab where all partner contacts were loaded during the initial page load, resulting in slower performance. The system now loads only the first 25 partner contacts initially, significantly improving page load speed and overall responsiveness.
July - 1st Week
July - 1st Week
New Feature
New Feature
Lead Automation – "Send Email to Referral" Action Added for Lead Stage Conditions
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
Partners Tab – Stage & Follow-up Management with Inline Editing
Date: July 03, 2026
The Partners tab in the Pipeline has been enhanced with new Stage and Follow-ups columns, providing a centralized way to manage partner-related transactions and activities. The system now automatically identifies eligible partner contacts based on predefined criteria, while enabling users to track transaction stages, schedule follow-ups, and filter partners by stage for improved pipeline visibility and workflow management.
Implementation Details:
Partner Eligibility Criteria
Contacts are automatically displayed in the Partners tab when they have an associated Transaction with the role set to Buyer Agent.
B2B contacts with the Industry set to Realtor are also automatically included in the Partners tab.
Stage Management
Introduced a new Stage column to manage partner transaction stages directly from the Partners tab.
Users can assign and update the following transaction stages: Lead, TBD, Active, Partners, and Inactive.
Follow-up Management
Added a new Follow-ups column for managing partner engagement activities.
Users can create and manage Follow-ups, Tasks, and Activities directly from the Partners tab.
Scheduled items are displayed in ascending order based on the due date, ensuring upcoming activities are prioritized.
Stage-Based Filtering
Introduced a Stage dropdown filter that enables users to quickly filter and manage partner contacts based on their current transaction stage.
Benefits:
Automatically identifies and organizes eligible partner contacts.
Centralizes partner stage tracking and activity management.
Simplifies follow-up scheduling directly from the Partners pipeline.
Improves pipeline visibility with stage-based filtering.
How To Access:
Scoreboard → Pipeline → Partners Tab
Improvements
Improvements
What's Improved?
Follow-ups – Enhanced Popup Experience 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 Improvements
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 – Requested & Unsubscribed Metrics Added
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.
Transaction Pie Chart – Unit Count Display Enhancement
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 – 3 , Refinance – 2 ).
Email Template Demotion Usage Report Validation Enhancements
The Email Template Demotion process has been enhanced to prevent users from demoting a company email template that is currently being used in an active Automation or Campaign. When a template has active dependencies, the system displays a validation message and provides access to the Usage Report, allowing users to identify and remove the template from associated workflows before proceeding with the demotion.
Key Details:Prevents the demotion of a company email template that is currently in use by an Automation or Campaign.
Displays a validation message when a template has active dependencies.
Provides a View Usage Report option to identify where the email template is being used.
Enables users to update or remove template references before attempting demotion.
Prevents automation workflows from failing due to missing email templates.
Email Templates & Automation – Template Type Badges Added
The Email Templates and Automation pages have been enhanced with Template Type Badges to clearly identify the ownership and scope of each template and automation. Badges such as Personal, Company, and Global are now displayed beneath the item name, making it easier for users to quickly distinguish template types and improve navigation.
Key Details:Introduced Template Type Badges on both the Email Templates and Automation pages.
Added visual badges for Personal, Company, and Global templates and automations.
Badges are displayed directly below the template or automation name for improved visibility.
Enables users to quickly identify the ownership and availability of each template or automation.
Provides a cleaner and more intuitive interface for managing templates and automations.
What's Fixed?
Send Email to Loan Officer Automation Stat Display Issue Resolved
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 Issue Resolved in New Email Template
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.
Resolved Inline Stage not editable in TBD tab for sales created via import transaction
Fix: Resolved an issue in the Pipeline where the Loan Stage field was not editable for contact created through Import Transactions within the TBD tab. Users can now successfully update the loan stage for imported transaction records, ensuring a consistent stage management experience across both imported and manually created transactions.
If you have any issues or would like to ask questions, please let us know using our Coach-on-Call feature.
- Accountable Support