July 2025
Version 4.6
Released: July 31, 2025
Improvements
Monthly Statement Timing
When statements are sent at "start of month", they will now be delivered the morning of the 2nd, instead of the 1st. This allows "start of month" recurring expenses to be displayed on the statements.
Negative Commissions in Commission Calculator
It is now possible to input negative amounts in the commission calculator, to accommodate rare scenarios in which a negative percentage or flat amount may be required. Note that the overall listing or buying commission must still be a positive amount, and an error message will display if the overall commission is negative.
Version 4.5.1
Released: July 18, 2025
Improvements
Listing Type Carries Over to Listing Deal Type
When creating a listing deal, the type (e.g. Residential, Commercial Lease, Agricultural, etc.) used in the listing is pre-populated. If you need to edit this type, you can do so by editing the listing.
Bug Fixes
Deductions Paid Total Not Displaying Properly in Deduction Tracker
Resolved an issue that, in some cases, caused the total after tax not to display properly in the Deduction Tracker report.
Version 4.5
Released: July 8, 2025
Features
Deposit Receipt
When a deposit is received by the brokerage, a PDF receipt will automatically generate that lists key information (amount, deal number, address, received from, date/time stamp, and so on).
This is available in Send/Receive Payments under the Trust account — just click on the Actions button:
In a future enhancement, this will be emailed to involved parties automatically!
Version 4.4
Released: July 7, 2025
Features
Draft Deals
You've been asking for this for a long time, and now it's here! You can now partially enter a deal, save it as a draft, then return to it later and submit it to the office. Here's how it works:
- From the Transaction Room, click on Submit a New Listing Deal or Submit a New Buying Deal
- Enter as much or as little information as you want
- Toward the bottom of the page, next to the blue Submit button, you'll see a green "Save Draft" button — click this!
- When you want to return to your deal, go back to the Transaction Room and click "Edit Draft Deal"
- A window will pop up with all of your draft deals; click on the one you want to work on
- You can repeat this process as many times as you want. When you're ready to send your complete deal to the office, click Submit as usual to submit your deal. This will automatically delete the draft as well.
This is just the first version, so there are still some known limitations:
- You can't currently save forms with draft deals so you'll need to add them all when you're ready to submit. We will be adding forms support later.
- Save Draft is available for listing and buying deals, but not (yet) for listings.
- We don't yet have support for multiple users (co-realtors or team leaders) editing the same draft deal.
We hope this is a valuable addition to your workflow. Feel free to reach out with any questions, feedback, and suggestions for future improvements!
Improvements
Office Notes When Adding Deals
We've added an optional notes box when submitting a new deal, in case there's anything to communicate to the office that doesn't fit elsewhere.