Updates to the portal, newest first. Have an idea or hit a snag? Let the team know.
July 7, 2026
Deals, Calls & Insights update
New
- Search your deals — a search bar on the Deals tab finds a deal by address, city, zip, MLS#, or buyer name.
- Buyer tags — tag any buyer with the cities and bed/bath counts they buy, and set a Responsible team member to own them. Tags follow the buyer everywhere they appear (Deals and Calls).
- Per-number call outcomes on deals — every phone number under a deal's buyer now has its own ✓ worked / ✗ dead / ↻ callback / ★ prospect buttons, a note field, and a delete. These stay in sync with the Calls tab, so a status set in one place shows in the other.
- All numbers per buyer — buyers now show every number found for a person, not just the top one, so a dead line is no longer a dead end.
- Collapse to scan faster — click an LLC name (Calls) or a buyer name (Deals) to fold its numbers away and jump to the next one.
- Delete a deal — remove a deal from the Deals tab. The skip-traced LLCs and people it found stay on the Calls tab as your permanent registry.
- Trace more buyers — after a search, get the next batch of LLC cash buyers with one click. When a batch has been pre-found in the background, it reveals in a couple minutes instead of a full re-search.
- More buyers per search — searches now surface many more unique buyer LLCs than before.
- Team leaderboard (Insights → Team activity) — reps are ranked by an activity score with 🥇🥈🥉, and a breakdown of calls, buyers added, prospects, callbacks, follow-ups, notes, and deals advanced. Click a rep to see exactly who they called and the notes they left; hover the score to see how it's calculated.
Improved
- Today panel moved to the top of the left sidebar so your action items stay visible while a search is running.
- Auto city tags — buyers found through a deal are automatically tagged with that deal's city.
- Buyers found through the Deals tab now also appear on the Calls tab under their LLCs, so nothing is lost between the two.
Fixed & faster
- Sign-in is faster and more reliable.
- Fewer errors and quicker saves when the whole team is working at once.