Check out what's new in this month:
August - 4th Week
August - 4th Week
New Feature
New Feature
Company Admin Industry Visibility Customization
Date: August 28, 2026
Company Administrators can now customize the Industry list available within their company by managing which industries are enabled for Partners and Connectors. This enhancement gives each company control over the visibility of existing industries while maintaining a standardized master industry list across the CRM.
Enabled industries are consistently reflected throughout Contact Records, Imports, Filters, Reports, and Automations, providing a unified industry selection experience across the platform.
Implementation Details:
Added a new Industries tile under Company Settings.
Allows Company Administrators to enable or disable existing industries for Partners and Connectors.
Each company maintains its own customized Industry visibility settings.
The standard master Industry list is displayed when no company-specific configuration is available.
Enabled industries are consistently reflected across Contact Forms, Filters, Imports, Reports, and Automations.
Companies can only enable or disable existing industries and cannot add, rename, or delete industries.
Realtors is always displayed first when enabled, regardless of alphabetical order.
Benefits:
Gives Company Administrators greater control over Industry visibility.
Provides a customized Industry experience based on each company's business needs.
Maintains consistent Industry options across the CRM.
Reduces irrelevant Industry options for Partners and Connectors.
Preserves a standardized master list while allowing company-level customization.
How To Access:
Admin → Company Settings → Industries
Enhanced Activity History Tracker
Date: August 28, 2026
The Activity History Tracker has been enhanced with All, B2B, and B2C tabs, making it easier to review activities based on Contact Type. Users can now filter and review Activity History, Human Interactions, and Other Interactions from a single, organized view.
The updated Activity History Tracker also provides more detailed activity information, improved filtering options, and a clearer day-wise view of activities.
Implementation Details:
Added All, B2B, and B2C tabs with tab-based activity filtering.
Added filters for Activity, Interaction, Source, and Date, with the Date filter limited to complete weeks.
Added day-wise activity accordions, with active days expanded by default.
Updated activity rows to display Contact, Activity, Interaction, KPI, Source, and Date details.
Added default filter behavior for the All tab and tab-specific filtering for B2B and B2C.
Benefits:
Makes it easier to review activities by B2B, B2C, or All contacts.
Provides more complete activity details in one view.
Simplifies activity filtering and tracking.
Improves the organization and readability of Activity History.
How To Access:
Scoreboard → Activities → Activity History Tracker
Connect With Contacts Through SMS
Date: August 28, 2026
Accountable now supports SMS Messaging, allowing Company Users to communicate directly with Contacts from within the CRM. This integration provides a convenient way to send and receive important loan updates, loan information, status notifications, reminders, and other loan-related communications directly from the Contact record.
The integration also includes a structured SMS consent and opt-in process, conversation history, message status tracking, and opt-out management to provide a complete SMS communication experience within Accountable.
Implementation Details:
SMS messaging is integrated directly into Contact records for sending and receiving loan-related communications.
A structured SMS consent and opt-in workflow ensures Contacts are enrolled before messaging is enabled.
SMS consent statuses and history provide visibility into Awaiting Opt-In, Enrolled, and Opted-Out Contacts.
A centralized conversation history displays sent and received messages, unread messages, and communication dates.
Search and date filtering provide quick access to specific messages and previous conversations.
Message delivery tracking displays Queued, Sent, and Delivered statuses for outgoing SMS messages.
Automatic opt-out handling restricts further SMS communication when a Contact replies STOP.
Benefits:
Provides a convenient way to share loan updates and important loan information with Contacts.
Keeps SMS communication centralized within the Contact record.
Gives Company Users visibility into conversation history, responses, and delivery status.
Ensures SMS communication follows the required Contact consent and enrollment process.
Automatically respects Contact opt-out preferences and prevents further messaging after an opt-out.
Creates a more connected communication experience without requiring Company Users to manage SMS conversations outside Accountable.
How To Access:
Scoreboard → Contacts → Select a Contact → SMS
Improvements
Improvements
What's Improved?
Lead Date Display and Filtering Enhancements
The Lead tab has been enhanced to provide clearer date visibility and more accurate date-based filtering. Lead date information is now organized around Original Lead Date and Last Contacted Date, making it easier for Loan Officers to understand when a lead originated and when it was most recently contacted.
Removed the Date Added column from the Lead table.
Moved Last Contacted to the end of the table for improved visibility.
Original Lead Date is now displayed as supporting text below the Last Contacted date.
Renamed Date Added to Original Lead Date in the Advanced Filter.
Added a dedicated Last Contacted Date filter.
Updated the default date filter to use Original Lead Date instead of Follow-Up Date, providing more consistent lead results.
Notes Now Display Correctly Based on Note Date
Previously, newly created notes with the current date were displayed under the Upcoming tab. The Notes view has been updated so that notes created with the current date or a past date are now displayed under the History tab, providing a more accurate chronological view of completed activities.
What's Fixed?
Activities Created from Contact Records Now Appears in Prospecting Tracker
Fix: Initially, activities created directly from an individual Contact Record were not being tracked in the Prospecting Tracker. This has now been resolved, and activities created from the Contact Record are correctly tracked and reflected in the Prospecting Tracker.
Prospecting Tracker Customization Now Persists Correctly
Fix: After a Loan Officer cleared the selected Selling System values in the Prospecting Tracker, the “Reset to All” and “Save” actions were not functioning as expected. These actions now work correctly, allowing Loan Officers to reset the selections or save their updated Prospecting Tracker configuration.
Milestone Email Status Now Reflects Actual Send Validation
Fix: Previously, the Milestone activity could display “Email Sent” before the system validated whether the configured Automation or Email Template was active. The sending process now verifies the status of the configured Automation and Email Template during the CRON job. If both are active, the Milestone displays the corresponding email status after processing; if either is inactive, no email batch is displayed.
Vision Board Reset and Save Actions Now Work Correctly
Fix: After a Loan Officer cleared the selected Selling System values in the Vision Board, the “Reset to All” and “Save” actions were not functioning as expected. These actions now work correctly, allowing Loan Officers to reset the selections or save their updated Vision Board configuration.
August - 3rd Week
August - 3rd Week
Improvements
Improvements
What's Improved?
New Leads Automatically Classified as “Lead” in Pipeline
New leads created through Quick Action or the Add New Lead option in the Pipeline are now automatically assigned the Lead Selling System, ensuring consistent lead classification and accurate Pipeline organization.
Industry-Based Filtering in Partners Pipeline
The Partners Pipeline has been enhanced with an Industry dropdown, allowing users to easily filter partner contacts by industry. The dropdown organizes available industries into relevant categories, making it easier to locate and manage partner contacts based on their industry.
What's Fixed?
POI Activity Goals Now Update Correctly
Fix: Initially, the POI Activity Goal was not updating correctly when Loan Officers attempted to set or modify their activity goal count. This issue has now been resolved, and Loan Officers can successfully set and update their desired Activity Goal Count.
Selling System Now Updates Instead of Adding to the Existing Value
Fix: By Default, when a new contact was created without a Selling System, the contact was automatically assigned Inactive. If a different Selling System value was later selected, such as TBD, the new value was added while Inactive remained assigned. This has now been corrected. When a new Selling System value is selected, the existing Inactive value is replaced with the newly selected value.
Referrals Column Now Displays Only Contact Referrals
Fix: Initially, the Referrals column in the Partners tab displayed Borrower when the contact was associated with a transaction, even though the contact was not a referral. The display logic has now been updated to show only the actual referrals associated with the contact, providing more accurate referral information.
August - 2nd Week
August - 2nd Week
New Feature
New Feature
Customize Prospecting Activities by Selling System
Date: August 14, 2026
The Prospecting tab has been enhanced to allow Loan Officers to customize their daily prospecting activities based on Selling System categories. Users can now organize their prospecting workspace by selecting specific Selling System segments and defining how many contacts should be displayed for each segment, making it easier to prioritize and manage daily outreach.
Implementation Details:
Added a Customize option to the Prospecting tab.
Allows users to create and manage prospecting segments based on Selling System values.
Users can select specific categories such as Lead, TBD, and other available Selling System values.
Allows users to define the number of contacts to be displayed for each segment.
Supports adding multiple Selling System segments to the Prospecting view.
Allows users to reorder segments based on their preferred priority.
Contacts are displayed under their respective Selling System categories based on the configured settings.
Includes a Reset to All option to restore the default Prospecting configuration.
Benefits:
Helps Loan Officers prioritize prospecting activities based on their Selling System.
Provides a more organized and personalized Prospecting workspace.
Makes it easier to focus on specific groups of contacts each day.
Gives users control over how many contacts are presented for each segment.
Supports a more structured and efficient daily prospecting workflow.
How To Access:
Scoreboard → Prospecting → Customize
Customize Vision Board by Selling System
Date: August 14, 2026
The Vision Board has been enhanced to allow Loan Officers to customize their workspace based on Selling System categories. Users can now organize their Vision Board by creating segments for specific Selling System values, making it easier to structure and manage contacts according to their sales priorities.
Implementation Details:
Added a Customize option to the Vision Board.
Allows users to create segments based on Selling System values.
Supports separate customization for B2C and B2B contact views.
Contacts are organized under their respective Selling System categories.
Allows users to add multiple Selling System segments to the Vision Board.
Provides a dedicated view for each configured Selling System segment.
Includes options to Save or Reset the Vision Board configuration.
Benefits:
Provides a more personalized Vision Board experience.
Helps Loan Officers organize contacts based on their Selling System.
Makes it easier to focus on specific contact groups and sales priorities.
Improves visibility and organization across B2C and B2B contacts.
Supports a more structured approach to managing contacts and sales activities.
How To Access:
Scoreboard → Vision Board → B2C / B2B → Customize
Improvements
Improvements
What's Improved?
Contact Record History – Enhanced Note Popup Readability
The Note popup in the Contact Record History section has been refined with an improved layout and typography, making longer note content easier to read and review while providing a cleaner, more focused viewing experience.
Partners Tab – Enhanced Table Layout, Filters & Referral Visibility
The Partners tab has been enhanced with an improved table layout and filtering experience, providing clearer visibility into Selling System, Follow-Up, Referral, Industry, and transaction details. The updated view makes it easier to organize, filter, and review partner contacts and their referral relationships.
What's Fixed?
Leads with Future Follow-Ups Not Displaying in Lead Tab
Fix: Leads with future follow-up dates were not displayed correctly in the Lead tab when date-based filters were applied. Previously, the filters only reflected records based on the current date, excluding leads with follow-ups scheduled for a future date within the selected period. This has now been corrected, and leads are displayed based on their actual follow-up date across all applicable date filters.
August - 1st Week
August - 1st Week
New Feature
New Feature
New B2C & B2B Selling System Across the CRM
Date: August 07, 2026
The Selling System has been redesigned to provide a more structured and consistent way to organize contacts based on their Contact Type. The new Selling System introduces standardized B2C and B2B categories that align more closely with how contacts move through the Pipeline and how business relationships are managed.
With this update, Selling System values are now automatically aligned with the selected Contact Type and are consistently supported across Contacts, Imports, Smart Lists, Filters, Bulk Updates, Automations, and Campaigns.
Why This Changed:
The new Selling System simplifies contact organization by replacing the previous categories with clearer, standardized stages for B2C and B2B relationships. This makes it easier for users to understand where a contact belongs, filter contacts accurately, and manage contacts consistently across the CRM.
B2C Selling System
B2C contacts now use the following standardized Selling System values:
Leads — formerly Help List
TBD — formerly Fight Club
Active — formerly New Client
Funded — formerly Promoter / Advocate
Canceled — formerly Someday
Inactive — contacts that are no longer actively being worked
B2B Selling System
B2B contacts now use the following standardized Selling System values:
Target — formerly Help List
Prospect — formerly Fight Club
Partner — formerly New Client / Promoter / Advocate
Connector — B2B non-referral partners, such as title or insurance
Inactive — contacts that are kept in the database but are not actively being worked
Implementation Details:
Selling System Based on Contact Type
Updated the Selling System field in the Contact Modal and Contact Edit screen to display values based on the selected Contact Type.
B2C contacts now use the standardized B2C Selling System values.
B2B contacts now use the standardized B2B Selling System values.
Changing the Contact Type automatically updates the available Selling System values.
Contact Import
Updated Contact Import to support the new Selling System structure.
Contact Type is now required during import mapping.
Selling System can be optionally mapped from the import file.
Selling System options are dynamically filtered based on the selected Contact Type.
Smart Lists & Contact Filters
Updated the Selling System filter to separate B2C and B2B values.
Added live contact counts for each Selling System value.
Updated Advanced Filters with the same B2C/B2B grouping.
Updated Homebuyers and Homeowners Smart Lists to use the new B2C Selling System values.
Custom Selling System Categories
Removed the ability to create custom Selling System categories.
The CRM now uses standardized Selling System values for B2C and B2B contacts.
Bulk Update
Updated Bulk Update to support the new Selling System values.
Selling System values are grouped into B2C and B2B sections.
Only one Selling System value can be selected at a time.
When updating a mixed group of B2C and B2B contacts, selecting a value automatically updates the Contact Type to match the selected Selling System.
Automations
Updated Selling System selections across Automation triggers, end conditions, and actions.
Selling System values are grouped into B2C and B2B sections.
Automation actions that update the Selling System now allow one value to be selected per action.
Campaigns
Updated Campaign audience filters to support the new Selling System values.
Selling System values are grouped into B2C and B2B sections.
Campaign audiences are restricted to contacts matching the selected Selling System value.
Existing Contact Migration
Existing contacts were automatically migrated from the previous Selling System values to the corresponding new standardized values based on their Contact Type.
No manual re-tagging or updating is required.
Updated Selling System values are reflected throughout the CRM.
Benefits:
Provides a clearer and more consistent way to organize B2C and B2B contacts.
Aligns Selling System values with the way users manage contacts and relationships.
Makes it easier to filter and identify contacts by Contact Type.
Prevents incompatible B2C and B2B Selling System values from being assigned to contacts.
Improves consistency across Smart Lists, Filters, Bulk Updates, Automations, and Campaigns.
Reduces manual data cleanup by automatically migrating existing contacts.
Gives users a standardized Selling System without the need for custom categories.
What Users Need to Do:
No action is required. Existing contacts have been automatically migrated to the appropriate Selling System values based on their Contact Type. Users can immediately begin using the new standardized B2C and B2B Selling System categories across the CRM.
Scoreboard Prospecting & Vision Board – Separate B2C and B2B Views
Date: August 07, 2026
The Prospecting and Vision Board sections in the Scoreboard have been enhanced with separate B2C and B2B views. Loan Officers can now easily switch between contact types to focus on the relevant contacts and manage their prospecting activities more efficiently.
Implementation Details:
Added B2C and B2B view options to the Prospecting tab and Vision Board.
Contacts are displayed based on the selected Contact Type.
Allows Loan Officers to switch between B2C and B2B contacts without leaving the respective workspace.
Ensures prospecting activities and Vision Board workflows are focused on the appropriate contact type.
Benefits:
Makes it easier to separate B2C and B2B contacts.
Helps Loan Officers focus on the right contacts for their activities.
Reduces confusion when managing different types of prospects.
Provides a more organized prospecting and activity management experience.
How To Access:
Scoreboard → Prospecting/Vision Board
Improvements
Improvements
What's Improved?
Clearer Campaign Scheduling Confirmation
The campaign scheduling confirmation message has been updated to provide clearer guidance before scheduling a campaign. The confirmation popup now asks, “Are you sure you want to schedule the campaign?”, and the confirmation button has been updated to “Schedule” instead of “Send”, making the action more accurate and intuitive for users.
Subscription Status Now Visible in Contact Record
The Marketing tab in the individual Contact Record now displays the contact's subscription status. This provides users with clear visibility into whether the contact is subscribed or unsubscribed, making it easier to manage marketing communication preferences directly from the contact record.
What's Fixed?
Email Templates Now Available When Editing Cloned Global Automations
When a Company Admin clones a Global Automation containing a Send Email action, the associated email template is now available for editing. Previously, attempting to edit the email template after cloning the automation did not work as expected. The email template can now be accessed and edited correctly, providing a smoother automation customization experience.
If you have any issues or would like to ask questions, please let us know using our Coach-on-Call feature.
- Accountable Support