What's new in Accountable: September 2026

The Loan Purpose column has been removed from the Active, Funded, and Canceled Pipeline tables. Loan Purpose is now displayed as a badge directly below each contact’s name, providing quick visibility into the loan type while creating a cleaner, more organized table layout.

The Activity popup now displays relevant KPIs based on the selected contact’s Contact Type. Previously, KPIs for both B2B and B2C contacts were displayed together under Default KPI. The section has now been renamed KPI, and the applicable KPI options appear only after a contact is selected, providing a more focused and relevant activity-tracking experience.

When a B2C contact is referred by a B2B contact, the referral information in the B2B Contact Record now displays the referred contact’s Selling System instead of their email address. This provides Loan Officers with clearer visibility into each referred contact’s current Selling System category.

Fix: Previously, scheduled automations with past execution dates could still trigger when a new Loan Officer was added, sending emails to their contacts even after the scheduled date had passed. For example, a “Happy 4th of July” automation could send emails to newly imported contacts despite its scheduled date having expired. This behavior has been corrected, ensuring expired scheduled automations do not trigger for newly added Loan Officers or their contacts.

Fix: The Campaigns page previously experienced loading delays when accessing or switching between sections. The API response time has been optimized to complete required requests within 3 seconds, ensuring a faster and smoother Campaigns experience.

Fix: The Lead Status field previously remained visible after the Selling System was changed from TBD to another value. The field now appears only for Mortgage industry contacts with a B2C Contact Type and TBD Selling System. It is automatically hidden when the Selling System changes to another value or the Contact Type changes to B2B, ensuring consistent field visibility across the Contact Modal and Individual Contact Record.

Fix: Email templates that a Company User does not have permission to activate or deactivate previously displayed a blank status field. These templates now display a disabled status toggle, along with a lock icon and tooltip explaining why the status cannot be changed.

Fix: The Automation Panel previously displayed incorrect email execution information, including actions that were not triggered for a contact. The panel now reflects the actual email status and displays the appropriate result based on the contact’s configured title.

Fix: The Follow-Up column in Pipeline → Leads was not sorting contacts correctly. Loan Officers can now sort leads by their next pending follow-up date in ascending or descending order, making it easier to prioritize upcoming follow-ups.

Fix: Previously, when a Super Admin edited an existing Company-level Automation, the configured trigger conditions were not displayed in the Automation Builder. This has been corrected, and Super Admins can now view and edit the existing trigger conditions when accessing Company-level Automations.

Fix: The Last Processed field was previously blank in the Global Automation list, even when an automation had been processed. The field now correctly displays the last processed date and time, providing accurate visibility into automation execution history.

Fix: The Hidden Contacts list in the Leads Pipeline previously displayed the Selling System instead of the Lead Purpose. This has been corrected to display each contact’s Lead Purpose, ensuring consistent and accurate lead information across the Pipeline.

Fix: The Transaction section within the Individual Contact Record previously displayed negative values for Submitted Date and Canceled Date when no date was available. The display logic has been corrected to prevent negative values from appearing when these date fields are empty, ensuring accurate and consistent transaction information.

Fix: The Admin tab was previously visible to non-admin Company Users when Pipeline Customization was enabled at the User Level in their role settings. This has been corrected to ensure that Pipeline Customization permissions allow users to personalize their own Pipeline view without granting access to administrative features. The Admin tab is now visible only to users with the appropriate administrative permissions.

The Automation Panel within the Contact Record has been updated to provide a clearer view of a contact’s automation execution history. When an automation has multiple executions, each run is now organized separately, making it easier for Loan Officers to review current and previous automation activity.

Fix: Contacts without an email address were not being tracked in Automation Stats when an email action was processed. These contacts are now correctly recorded under Skipped, providing more accurate automation statistics and visibility into contacts that could not receive an email.

Fix: When a Loan Officer was selected from the dropdown filter under Active Contacts, the same selection was not carried over to the Unsubscribed Contacts view. The filter now remains consistent across both views, ensuring the selected Loan Officer’s contacts are displayed correctly.

Fix: When an Advanced Filter was applied on the Contacts or Company Contacts page, the Filter tab did not visually indicate that filtering was active. The Filter tab now highlights correctly whenever an Advanced Filter is applied, making it easier to identify when the contact list is being filtered.

The Follow-Up workflow has been reorganized across Quick Add and the Lead Pipeline to make scheduling the next follow-up the primary action. The Next Follow-Up fields now appear earlier in the form, while Add Activity is available as an optional section when Loan Officers also need to record an interaction.

The Contact Type and Selling System update behavior has been refined to maintain accurate contact classification while preventing unintended Selling System assignments. Transaction-driven updates continue to automatically determine the appropriate Contact Type and Selling System, while manual Contact Type changes now follow a controlled default behavior.

Fix: The Vision Board had inconsistencies when searching for and adding contacts. When working in the B2C view, search results could also include B2B contacts. The search now respects the selected Contact Type, ensuring only relevant contacts are displayed. Additionally, contacts assigned to the default Inactive Selling System could not previously be moved using drag-and-drop. Loan Officers can now drag and drop Inactive contacts into the appropriate Selling System category, making it easier to organize newly created contacts directly from the Vision Board.

The Pipeline filtering experience has been redesigned across the Leads, TBD, Active, Funded, and Canceled tables to provide faster access to commonly used filters. Key filtering options are now displayed directly above the Pipeline table, creating a cleaner and more intuitive way for Loan Officers to narrow down contacts and transactions.

The “Up Next” follow-up section within the Contact Record has been enhanced with a dedicated Actions menu, replacing the previous + button. This provides Loan Officers with quick access to the same follow-up management options available on the Follow-Ups page, creating a more consistent experience across Accountable.

The Leads Pipeline table has been reorganized to present key information in a more logical order based on the Loan Officer’s day-to-day workflow. The updated field sequence prioritizes the contact, next follow-up, current lead stage, and opportunity details before supporting historical information.

Fix: Previously, applying a Status filter in the detailed Automation Stats view could display contacts with other email statuses. For example, selecting Delivered could also return contacts with Opened, Clicked, Bounced, or other statuses. The filtering logic has been corrected so the data table now displays only contacts that match the selected Status.

Fix: The Email Template Preview icon was missing when viewing automations in the non-editable Automation Builder from both Follow-Up History and the Individual Contact Record. The preview icon is now displayed correctly in both locations, allowing Loan Officers to view the associated email template directly from the automation preview.

Fix: Automation triggers based on contact updates, such as Contact Is Added to a Tag and Contact Is Added to a Selling System Category, were not initiating the configured automation as expected. The trigger logic has been corrected, and eligible contacts now enter and proceed through the automation correctly when the configured trigger conditions are met.

Fix: The Referral Partner field on the Individual Contact Record was not displaying the associated contact information correctly. The field now displays the referring contact’s name when a referral relationship exists and remains blank when no Referral Partner is associated with the contact.