Released: April 30, 2026

More to come later on this exciting new feature!

Resolved an issue where, in rare cases, the associate deal pop-up did not display when an agent entered a matching MLS number to create a double end or dual agency deal.

Released: April 28, 2026

Property management invoices sent to landlords are now more consistent, and RealDesk saves additional raw payment data to ensure they can be regenerated correctly at a later date if needed.

Released: April 24, 2026

More to come later on this exciting new feature!

We've standardized filenames across the platform; no more downloading or getting emailed PDFs or Excel sheets that are just called "statement". You should now see unique, sensible filenames consistently.

By clicking on Account Settings under your name (top-right corner), you can now opt out of any of the regularly scheduled digest emails: Calendar Overview, Transaction Room Overview, and Outstanding Tasks.

Note that if your brokerage has disabled one or more of these emails globally, setting it to "on" in your profile will have no effect; this is an additional opt-out beyond what the office can set.

Released: April 22, 2026

Significant improvements to developer deals (any deal with multiple commission payments), including the ability to use Create Payments to pay out each tranche, and to override deductions on each tranche.

Released: April 21, 2026

This allows sending the commission invoice to the other brokerage even if lawyers have not been populated.

Released: April 20, 2026

Created a daily notification email to advise users about outstanding tasks.

A few minor improvements:

Released: April 18, 2026

Resolved an issue where, in rare cases, re-generating an invoice could omit certain deductions depending on which path was used to generate it (client / deal page vs. Send & Receive Payments).

Resolved an issue where, in rare cases, deductions would display the wrong QBO account name in Deduction Manager.

Released: April 16, 2026

It's now possible to create a quick deduction payable to a third party.

On property management deals, the Deposit Refund payment type is now "Security Deposit Transfer" and the deposit can be released to the landlord, tenant(s), or any combination.

Improvements to history logging and display.

Released: April 14, 2026

Improvements to searching and deal / property display.

Resolved an issue that, in rare cases, would populate an incorrect office name when the co-op agent was left blank.

Released: April 10, 2026

The daily sync now operates on a more predictable schedule.

Released: April 9, 2026

Some improvements and fixes for the co-op agent feature:

When impersonating an agent in the Transaction Room, staff users are now able to add other agents and offices even if this permission is disabled for agents.

Added this CC on some Transaction Room emails.

Released: April 7, 2026

A number of minor improvements for the reconciliation function:

Released: April 6, 2026

Resolved an issue where, in some cases, the lease price type field would not display when creating a new commercial lease.

Released: April 4, 2026

It's now possible to add the agent name, as well as the co-operating brokerage name, to listing and buying deals. When using the AI Contract Wizard, the agent's name will be automatically extracted and added; when adding deals manually, you can add the agent after adding the co-op brokerage.

The same structure exists when adding a referral to an outside brokerage in the commission calculator.

Staff can manage agent records (updating names, emails, and phone numbers, as well as moving agents from one office to another when necessary) in the Other Offices tab.

The Expense Tracker screen now loads much more quickly, particularly when loading a significant number of expenses.

Released: April 2, 2026

In cases where inbound or outbound EFT payments fail (due to incorrect account information or non-sufficient funds), users can now access a report from the EFT Payments page listing the processing fees associated with these transactions.

Enable entry of historical payrolls for accurate YTD tax calculations.

Added a link to the main deal page for users reviewing deals in the Transaction Room.

Resolved an issue where, in some cases, expenses voided via Office Override would still show on the A/R report as receivables.

Resolved an issue where, in rare cases, draft deals saved with an incorrect realtor id causing visibility issues when editing.

Released: April 1, 2026

Resolved an issue where, in some cases, manual expense payments could not be removed.