Updates to the portal, newest first. Have an idea or hit a snag? Let the team know.
October 7, 2026
Contracts know who you are
New
- Your name shows up in the right places — when you open a contract, the agent name, your contact details, and your signature line now start out with your information instead of a shared default.
- Your own attachment list — the documents offered with each contract now match what you use. For example, one teammate sees the Seller Compensation Addendum and Lead-Based Hazards Disclosure; another sees the agency and market forms.
Improved
- Offer emails sign themselves correctly — the signature block and the copy-to address in the email drawer now use your own name, title, license, phone, and email automatically.
- The send-confirmation screen tells the truth — before an email goes out, the banner now shows whose name will actually appear on it.
October 7, 2026
Your contracts, your stamp
New
- Contracts now carry the right agent's stamp — when you generate a purchase contract or its attachments, the portal now uses your AAR forms and contact details, not a one-size-fits-all set. Each team member gets their own stamped blanks automatically.
Improved
- Fewer things to retype — if you leave the signer name or initials blank, the portal fills in your own name for you, so contracts are ready to send with less typing.
October 7, 2026
Easier on your phone
Improved
- Buttons are easier to tap on your phone — buttons, filters, and edit fields across every tab are now big enough to hit with a thumb, so fewer mistaps.
- Pop-up menus use the full screen width — the follow-up menu and the city picker now open as full-width panels on your phone instead of small dropdowns that could get cut off.
- Headers stay out of your way — when you scroll on a phone, the toolbars and section headers now stack neatly under the top bar instead of sliding on top of each other.
Fixed
- Text is easier to read — a few lighter colors (like grey helper text and green buttons) were darkened slightly so everything meets accessibility standards in both light and dark mode.
October 7, 2026
Offers tab, polished
Improved
- Offer numbers match the deal view — the price, ARV and spread strip on an offer now looks and reads exactly like the one on a deal, so the two tabs feel like one product.
- Comparable-sales rows are labelled on your phone — on a small screen, the sold price and square-footage fields now show their own labels, so you always know what you're typing into.
- Contract and email windows stay put — the send/close buttons at the bottom of these panels now stay visible while you scroll, and a small "Esc to close" hint reminds you of the shortcut.
October 7, 2026
Buyer list, easier to scan
Improved
- The buyer list now leads with what you act on — grade, name, phone, cities, deals in the last 12 months and follow-up date are the columns you see by default, so the row tells you who to call without sideways scrolling.
- Everything else is one click away — LLC, email, address, agent and notes now live in an expandable row. Tap the arrow at the start of a buyer to open those details, tap it again to close. Nothing was removed, it's just tidied out of the way.
- Grade is easier to read at a glance — the A/B/C labels are now solid tinted chips instead of plain text, so a strong buyer stands out while you scan down the list.
- The edit pencil is always there — it used to appear only when you hovered over a row, which made it easy to miss. It now sits quietly in place on every row, ready to click.
- Buyers read as cards on your phone — on a small screen each buyer collapses into its own card with each value labelled, instead of a wide table you have to pinch and scroll sideways.
October 7, 2026
Insights, at a glance
New
- Four headline numbers up top — the Insights tab now leads with fees this month, closings, active deals, and trace hit-rate, so the state of the business is clear the moment you open it.
Improved
- Better-organized dashboard — the funnel and fee trend get wide panels, and the other cards (stale deals, team, quality, buyer health, areas) are sized to fit their content, so nothing looks cramped or half-empty.
- Buyer grades are easier to read — buyer health now shows as neat colored dot labels instead of plain emoji circles.
- Friendlier when there's no data — every card now shows a helpful message when there's nothing to show yet, instead of a blank box.
October 7, 2026
Deal page, tidied up
New
- Stage stepper at the top of every deal — the address header now shows each stage as a row of clickable pills, so you can see where a deal is and move it along without hunting for a dropdown.
- Deal price, ARV, and spread side by side — the three numbers that matter sit together right under the address. Edit the deal price or ARV in place and the spread updates for you, colored green when it's healthy and red when it's thin.
Improved
- Finding buyers is smoother — "Find LLC Cash Buyers" now opens a small box with the price already filled in, instead of a browser pop-up. Everything else about the request works exactly the same.
- Buyer results are easier to scan — matched buyers, buyers you've tagged, and past buyers now each get their own labeled heading with a count, rather than a sentence of text.
October 7, 2026
Status labels at a glance
Improved
- Colored status chips everywhere — deal statuses, offer stages, request badges, buyer grades, and confidence tags now show as soft-colored pills with a small colored dot, so you can spot "worked", "callback", "dead", and friends at a glance instead of reading each label.
- Easy on the eyes in both themes — chip colors were tuned so the text stays clearly readable in light and dark mode.
October 7, 2026
Cleaner look, crisper icons
Improved
- Crisp icons in the sidebar — the menu and section headings now use clean line icons instead of emoji, so the portal looks sharper and stays consistent in both light and dark mode.
- More consistent spacing and text sizes — the page now follows one shared set of sizes, so headings, buttons, and gaps line up evenly across every screen.
Under the hood
- Lighter, tidier code — removed leftover code that was no longer used, so the portal stays fast and easier to improve.
September 29, 2026
Design References gallery
New
- Design References gallery (signed-in users only) — a new internal page with a curated moodboard of design inspiration, grouped by theme, with click-through to each full shot. It also links the design considerations doc and the top-picks / inspiration spreadsheets for download.
Improved
- The gallery is private end-to-end — every page, image, and file behind it requires a signed-in portal session, so nothing leaks to visitors who aren't logged in.
September 18, 2026
Type of Home tags — multi-select
Improved
- Type of Home is now a multi-select — a buyer can hold up to three home types at once (Single Family, Mobile, or 55+). Picking a second type adds to the first instead of replacing it, so "Mobile + 55+" works. The picker lives in the shared tag editor across Calls, Deals, and Qualified Buyers, and the type chips show up on the Qualified Buyers list alongside cities and assignee.
September 17, 2026
Property tags
New
- "Mobile home" as a bedroom tag — the bedroom picker now offers "Mobile home" alongside 1–10, so you can tag a property as a mobile home and find them easily when filtering. Works in the Qualified Buyers, Calls, and Deals views alike.
September 15, 2026
Qualified Buyers search
New
- Buyer search bar — the Qualified Buyers tab now has a search box up top. Type a name or an LLC and the list filters as you type, so you can check in seconds whether a buyer is already in the database. It works alongside the grade, city, and agent filters, and Reset clears it.
September 7, 2026
Offers tab — from address to sent offer
New
- Offers tab — type an MLS listing address and the portal pulls the listing from FlexMLS (beds, baths, sqft, year, price, MLS #, listing agent). Import comps from a FlexMLS share link, and it calculates the ARV (median comp $/sqft × subject sqft, trimmed) and the max acceptable offer.
- AAR contract auto-filled — the Residential Resale Purchase Contract (Rev. 02/2026) is filled in from the listing and your terms, including sewer/septic and Lead-Based Paint handling, and attached to the offer email.
- Email preview before send — the offer goes out through Brevo with the contract PDF attached, only after you confirm the preview.
Improved
- Offer status filter — each offer now shows its MLS listing status (Active / UCB / Pending / Closed) as a separate filter with live counts, so you can see at a glance which deals are still live. It's kept separate from the offer stage (draft → contract-ready → sent), which tracks how far your offer has gotten.
Fixed
- Deleting a deal from the Calls tab now works (the delete was silently hitting the wrong endpoint).
September 7, 2026
Tag cleanup — Type of Home + East Valley
Improved
- Type of Home tag trimmed to three options — Single Family, Mobile, or 55+. Duplex, Triplex, Condo, and Other are no longer available in the tag picker, and any old type tags were removed so every buyer's type tag is one of the three.
- East Valley is now the one city tag — Mesa, Gilbert, Tempe, Chandler, and Apache Junction were all combined into the "East Valley" tag across every buyer's cities (both the Qualified Buyers list and person tags).
- City tags backfilled — buyers whose cities only appeared inside free-text (zip codes like 85143/85207 or "San tan queen creek") now carry the matching city tag alongside it.
September 5, 2026
Type of Home tags
New
- Type of Home tags — tag a buyer with the property types they want to buy: Single family, Duplex, Triplex, Mobile, Condo, or Other. A buyer can hold up to three types, and they show up alongside their other tags (cities, bedrooms, assignee).
September 4, 2026
Buyer tagging
New
- Qualified Buyers now supports person tags — just like on Calls and Deals, you can open a buyer's row and add or remove their free-text tags (cities, bedrooms, bathrooms, assignee).
- Tagged buyers show their tags at a glance — city and assignee tags appear right on the buyer row, so you can spot who covers what without clicking in.
Improved
- Tags update buyer rows live — add or remove a tag and the Qualified Buyers list refreshes in place, no reload needed.
July 10, 2026
Data resilience
Fixed
- Restore verification now works without Google Drive — the DR backup check no longer depends on Drive storage, so it runs reliably every time and catches stale backups faster.
July 10, 2026
Reliability
Improved
- More saves retry automatically — saving dispositions, tags, deal edits, and hiding LLCs now retries on temporary connection hiccups, so you'll see even fewer "save failed" errors across the board.
July 9, 2026
Reliability
Improved
- Deal-buyer saves are more resilient — saving buyer status, notes, follow-ups, and adding/removing buyers now automatically retries on temporary connection hiccups, so you'll see fewer "save failed" errors.
July 9, 2026
Address autocomplete
New
- Address autocomplete on Add-deal — start typing an address and get real-time suggestions from US address data, so you don't have to type the whole thing and never miss a ZIP code.
July 9, 2026
Bug fix
Fixed
- Buyer-request validation — deals without an Arizona ZIP code are now rejected before they crash the background worker. You'll see a helpful message if a ZIP is missing.
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.