Q3 2026 Product Update

  • 3 New Features
  • 5 Optimizations
SEE WHAT CHANGED ↓

NEW FEATURE

Redesigned Contact Profile

  • A modern, full-page layout with new functionality including inline editing, a customizable overview, and a consolidated emails section for users to view all one-to-one, campaign and transactional emails sent to a prospect.

NEW FEATURE

Website Tracking

  • See which pages registrants visited, which links they've clicked, and how many times they've returned — all surfaced in the Contact Activity Timeline and reportable in Analytics.

NEW FEATURE

Stacking Plan Export to Excel

  • The Stacking Plan grid can now be exported to Excel, including pricing and levels, so you can present pricing to your team and partners in the format they already use.

NEW FEATURE

Doc Portal Links in Transactional Emails

  • You can now send transactional emails with a Doc Portal link directly from your contracts, to one purchaser or many at once. Notify buyers when new documents are ready, then see who has opened the portal and follow up with anyone who hasn't.

OPTIMIZATIONS

Custom Chart Ordering in Analytics

  • Bar and pie charts in Analytics can now be sorted A to Z, Z to A, or in a custom drag-and-drop order. The order carries across reports, exports, and cloned dashboards, so your charts stay consistent.

OPTIMIZATIONS

PDF Reports in Analytics

  • You can now export your Analytics dashboards and reports as PDFs, making it easier than ever to share insights with stakeholders or archive your data.

OPTIMIZATIONS

Commissions Based on Purchase Price Paid

  • Commission payment terms can now be triggered by a percentage of the purchase price paid, not only by total deposits paid.

OPTIMIZATIONS

Counts and Colours in Analytics Charts

  • Pie charts now show counts alongside percentages, and you can assign colours to Team Members and Internal Agents so each person looks the same across every report.

OPTIMIZATIONS

Summary Row in Analytics

  • You can now report on interaction data directly within the Contacts dataset in Analytics. Pull valuable interaction insights alongside your contact records for a more complete picture of your audience, all in one report.

OPTIMIZATIONS

Percentage Paid on the Deposits Widget

  • The Deposits widget on contracts now shows the percentage paid toward the contract, so you can see how far along a purchaser is without doing the math.

OPTIMIZATIONS

Agent Tier in the Closing Module

  • Agent Tiers now appear under each agent name in the closing module commissions table.

Looking to use these on your next project?
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