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.
Read more →Changelog
Product Updates & Releases
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.
Read more →
Feature
Contact addresses on the mobile app
The mobile contact's Info tab now shows every address on file — tap one to open it in Apple or Google Maps, and add, edit, or change the primary address without switching to a desktop.
Read more →
Bug Fix
New inbound contacts always land on a person pipeline stage
A contact auto-created from an inbound call, text or lead webhook could be placed on a contract pipeline stage such as Prospecting or Photos Scheduled. New inbound contacts now only ever land on a person pipeline stage.
Read more →
Improvement
Inbox lists only show conversations the contact has replied to
Outgoing texts, emails, and calls no longer create inbox threads on their own — a conversation appears in the Inbox folder (including the AI inbox) once the contact writes back, so you can watch for real replies instead of scrolling past everything that was ever sent.
Read more →
Bug Fix
Import no longer guesses Stage or Assigned To from a generic column
A CSV column headed simply "Status", "Owner" or "Agent" used to be auto-mapped straight onto a contact's pipeline Stage or Assigned To. In an MLS or other-CRM export those columns usually mean something else, so brand-new contacts could arrive already filed under a stage such as Closed, or handed to the wrong person, with the Map Columns screen looking correctly filled in. Those three headers are no longer matched to Stage or Assigned To.
Read more →
Bug Fix
Create the first contract straight from a contact or company
The Contracts tab on a contact or company showed a New Contract link only once that record already had a contract. The link is now there when the record has none, which is when you need it.
Read more →
Feature
CSV import: bring relationships over with their type
Relationship columns in a Follow Up Boss or Lofty export — Relationship 1 Name, Email, Phone and Type — can now be mapped like any other column. The importer creates the related contact and links the two records with the right relationship type instead of dropping the columns.
Read more →
Improvement
A lead's Connect account now follows them to their new agent
When you reassign a lead to an agent who has Connect, the lead's Connect account — saved searches, home values, saved homes, and sign-in — moves to that agent's Connect site.
Read more →
Bug Fix
Connect trial payment failures stop retrying
Declined per-agent Connect trial conversions no longer trigger repeated hourly payment attempts.
Read more →