Bug Fix
Automatic CRM sync continues through large batches of updates
Fixed automatic Rollout syncing repeatedly processing the same contacts instead of reaching newer contacts and tag updates.
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Product Updates & Releases
Improvement
More detail and control in lender reports
View loan servicing details, customize report metrics, and explore the records behind lender totals.
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Bug Fix
Automation folders keep their place
Opening an automation inside a folder used to drop you back at the top of Automations. The folder is now part of the page address, so the breadcrumb, the Edit screen and the browser Back button all return you to the folder you were in.
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Feature
Wait Until Contact can restart the steps above it, not just extend the wait
A Wait Until Contact node can now restart the workflow's earlier steps on every qualifying contact instead of only pushing its own deadline out, and a blank reset cap never stops resetting.
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Bug Fix
Clearing the Contract Type filter on the Contracts page now sticks
The X on the Contract Type filter used to snap back to the type you had selected. It now clears the filter, so the list and the Contracts Statistics row cover every contract type.
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Feature
Import a starter pack into a collection
Fill a collection from a starter pack in one click — then designate that collection as your enterprise packet so every branch gets it automatically.
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Feature
Merge fields for every contract contact role
Email and text templates can now pull the name, email, phone and company of whoever fills a role on the contract, such as the buyer's attorney or the lender, so you can introduce them without retyping.
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Bug Fix
New contracts start in the first stage of their pipeline
A new contract now lands in the first stage of its pipeline, so stage automations and milestone tasks start immediately instead of waiting for someone to set the stage by hand.
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Feature
Utility Connect is now available to everyone
Utility Connect is out of limited release — any account owner or admin can now turn it on themselves and start earning referral revenue on client moves.
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Bug Fix
Smart lists with an OR condition load again
A smart list whose filter group joined conditions with OR could spin on "Loading contacts..." and never finish, showing 0 leads. Removing the OR was the only workaround. Those lists now load, and the larger the contact list the bigger the difference.
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