Changelog
What shipped.
We ship fast. Here's everything we've built, fixed, and improved - updated daily.
505
Updates
108
Releases
165
Days
v1.6.81August 19, 2026Latest
AddedReact to notes across deals, contacts and tasks, with notes in the deal quick view
ImprovedEmail signatures stay intact in the composer and preview
v1.6.80August 18, 2026
AddedPost-submission client hub with progress, pending requests and a mortgage calculator
AddedShare a reusable client portal link that creates a lead and opens a deal after submission
AddedKeep several applications on one deal and choose which application is ready to submit
AddedRequest conditions from a borrower with a plain-language email from the deal
AddedKeep several editable templates on each outreach trigger
AddedFind imported clients that are missing the details needed for outreach
AddedTeam daily digest with a personal on or off control for each broker
AddedAdd several tags to an email and apply them to a whole selection
AddedOpen attachments in place and see images embedded inside an email
AddedRental rates, bulk custom lenders and editable lender classifications
AddedClient briefs that hand a teammate the full client picture in one place
AddedReorder equity report sections and show clients when a report needs fresh numbers
AddedOpen each deal in its own workspace and keep the application together as one document
ImprovedPortal templates are shared across the broker team
ImprovedRevise is available in every message composer, including forwarded email
ImprovedStop a response you did not mean to generate
ImprovedPartners added from a deal also appear in the partner book
ImprovedDeal boards reopen in the view you last used
ImprovedChoose whether the refinance analysis includes the mortgage penalty
ImprovedManual outreach follow-ups are managed once for the whole broker team
ImprovedThe inbox shows every connected email, with clearer recipients in Sent
ImprovedOnboarding includes example clients, editable invite permissions and inbox setup during migration
ImprovedFeature sheets use the team's brand, logos and complete property tax figures
ImprovedTeammates can update shared deal boards
v1.6.79August 16, 2026
AddedCreate a deal or send a client portal directly from a contact
AddedRequest credit consent beside the credit pull action
AddedMy Lenders and All Lenders views in rate analysis
AddedLender matching rules that keep best-option analysis inside each broker's preferences
AddedOne-tap rewrites in the email composer
AddedCategory, board and priority filters in the task queue
AddedUrgent and overdue task flags on deal cards
AddedCustom partner roles instead of filing every relationship under Other
AddedOther properties get their own section on the deal
AddedBulk-select and clear an inbox folder in one pass
AddedDeal note types with one-row filters for finding the note you need
AddedSee when a borrower was last screened and start a new screening from the deal
ImprovedDeal tab counts follow the active filter and Owner is now Assigned to
ImprovedCommission and business analytics stay hidden when a broker does not have permission
ImprovedPortal reminders are opt-in and only follow up on portals that were delivered
ImprovedChoose whether client portals include the borrower assistant
ImprovedRecurring equity reports stop automatically before mortgage maturity
ImprovedRates is back in the sidebar with a clearer description of what it prices
ImprovedTask counts stay current, with bulk clearing and a control for automatically filed tasks
ImprovedSent email appears in the Sent folder immediately
ImprovedRetired borrowers no longer see employment questions that do not apply
ImprovedRemove a mortgage from refinance and renewal opportunities without deleting it
v1.6.78August 14, 2026
AddedBulk-upload borrower conditions from pasted text or screenshots
AddedBulk contact import with a review step, detailed partner types and more contact methods
AddedBulk-edit contact types and tags from the contacts selection bar
AddedCompose email and text from a CRM contact with snippets close at hand
AddedSave, file or delete a draft directly from the inbox composer
AddedTeam-owned outreach automations that keep running when work changes hands
AddedRate notes and expiry dates on lender rates
AddedGrant team inbox access as a separate broker permission
AddedDrag deals between boards, reorder boards and choose several boards at once
ImprovedDeal overview fields save as you edit them
ImprovedCommand search finds clients faster across the whole book
ImprovedBlocked days show their year and can be painted by dragging
ImprovedInteractive reports use the client's latest property value
v1.6.77August 11, 2026
AddedMortgage savings lead form with an instant estimate
AddedDownload call transcripts as a PDF and search transcripts from the phone log
AddedCompliance status on deal board previews
AddedCredit notes for each borrower on the deal overview
AddedManual email and text follow-ups for outreach
AddedEmail meeting recaps to yourself and your guests
AddedStage controls that exclude deals from the book or lock completed work
AddedStage sorting and automation controls in the deal board column menu
AddedBuild commission settings from an uploaded compensation document
AddedCustom colours for deal stages
ImprovedDeal search tells you when a match lives on another board
ImprovedOnboarding builds your deal boards and lands the imported book in the right place
ImprovedSearch settings and find Data Exports under a clearer name
ImprovedRecurring equity reports send only when the client's home value has increased
v1.6.76August 8, 2026
AddedArchive a contact and find archived records from the filters panel
AddedPersonal context on client records for the details worth remembering
AddedSegment clients by property type, occupancy, vacation use and Type B lending
AddedChoose a meeting location from a saved list when sending a portal
AddedEdit or hide the closing section of an equity report
ImprovedClient portals are edited in the portal library and sent from the deal
ImprovedDeal applicants are prefilled when you send a client portal
ImprovedDown-payment emails can name the amount still needed
ImprovedTask rows lead with the client's name instead of a deal number
ImprovedThe client portal assistant is easier to find and greets borrowers on their first visit
v1.6.75August 5, 2026
AddedBook workspace that brings the CRM, contact record and client activity together
AddedOpen a lead in the same full-page workspace as the rest of the book
AddedBuild and publish lead forms from the lead form editor
AddedTag individual contacts as well as deals
AddedDefault templates for every Pulse trigger
AddedModule walkthrough videos in Get Started and the help centre
ImprovedDeal pages now carry a clear hero, persistent deal vitals and a path-to-submission rail
ImprovedCompliance hub sections use broker language, with exports on their own tab
ImprovedTeam permission packages, copy-from-teammate setup and a tighter permission picker
ImprovedSettings are grouped into fewer sections, each answering one clear question
ImprovedOnboarding waits for each step to be complete before moving on
v1.6.74August 3, 2026
AddedStrategy analysis workspace with a borrower-ready Deal Defender note
AddedAttach a mortgage plan to a deal or client and compare refinance offers
AddedFull-page refinance and renewal workspaces
AddedSegment clients by recurring equity report enrollment
ImprovedEvery calculator follows one consistent flow and produces a branded PDF
ImprovedMortgage portions are the source of truth for rate and term across equity reports
ImprovedCampaign emails use the brokerage brand for their primary action
ImprovedTeam members can connect and manage their own mailbox
v1.6.73July 31, 2026
AddedBrand canvas with live previews for client-facing pages, reports and emails
AddedBusiness intelligence overview for production, pipeline and referral performance
AddedStage colours and autosaved settings on deal boards
AddedGroup the deals list by stage and collapse groups you do not need
AddedPre-send checks that flag missing equity report details
AddedRecord a rate buydown in a deal's commission
AddedReferral partner names, types and by-type rollups in business analytics
AddedOpen tasks on deal and client overviews
ImprovedRedesigned deal overview with a compact sticky ratios row and a clearer activity trail
ImprovedEvery core workspace adapts cleanly to small and split-screen windows
v1.6.72July 27, 2026
AddedMortgage plan builder - financing snapshot, monthly housing budget and funds required, as a client-ready PDF.
AddedBuild a plan one question at a time, with the numbers moving beside you as you answer.
AddedFour plan types - high-ratio purchase, conventional purchase, sale and purchase, refinance.
AddedRate-shock and stress-tested payment lines on variable and adjustable plans.
AddedFirst-time buyer benefits named in dollars - land transfer rebate, HBP, FHSA, Home Buyers' Amount, and the 30-year insured amortization.
AddedMonthly housing budget seeded from provincial averages, every line editable with a one-tap revert.
AddedFixed vs variable calculator with rate-path scenarios, a year-by-year payment table, and a solved break-even.
AddedCommission tab on every deal - finder's fee, volume bonus, insurance and MPP, and other, each with its own status and date.
AddedBusiness overview - what you earned, what you're owed, and how the business is performing.
AddedLeads performance page - leads to progressed to submitted to funded, by week, month or year.
AddedBroker-authored lead stages you can rename, reorder, add and delete.
AddedWon and Lost as real stages on the leads board.
AddedAction menu on every board card - create deal, call, text, email.
AddedFirst-deal celebration when a broker funds their first deal.
AddedBroker teams - organize your brokerage into teams.
ImprovedReports table and hover polish, with a penalty type override.
ImprovedReports rows open the full client card.
ImprovedClient search now matches property address.
ImprovedHigh-LTV flag shows on every screen it belongs on.
ImprovedCalculators carry their own inputs in a collapsible panel.
ImprovedOne consistent page header across the platform.
ImprovedRebuilt sign-in as a split landing page.
ImprovedSubpage breadcrumbs point back to their sidebar parent.
ImprovedSimplified audience segment builder.
FixedGet-started card no longer flashes on navigation.
v1.6.71July 26, 2026
AddedPulse rebuilt around the split between outreach that runs itself and outreach you send.
AddedRefinance and renewal auto-outreach triggers.
AddedCredit-rebuild and partner-birthday triggers.
AddedOutreach queue thinks in people, not sends - one ranked card per client.
AddedEquity reports move into Pulse, with full send history.
AddedCampaigns, contacted and templates consolidated into Pulse.
AddedOne outreach history feed across every send path, with four filters.
AddedAML screening folded into the compliance hub, and the hub moved under Pulse.
AddedCompliance hub covers Yukon, Northwest Territories and Nunavut.
AddedCampaign auto-pause guard that protects your sending reputation.
AddedDeliverability assessment in the campaign composer.
AddedCampaigns can spread a send across days.
AddedAudience preset chips - leads, clients, partners, refinance, renewals.
ImprovedRebuilt trigger setup panel, with a clearer draft-or-send control.
ImprovedOverview widget rail with readable KPI trends and conversion widgets.
ImprovedTasks sit above Inbox in the sidebar.
ImprovedTwice as much outreach history fits on screen.
ImprovedBooking URL field points at your BrokerPlus calendar.
v1.6.70July 23, 2026
AddedReadvanceable credit room in strategy analysis.
AddedPayment frequency in strategy analysis - monthly, bi-weekly, accelerated bi-weekly, weekly, accelerated weekly.
AddedBest-option refinance report.
AddedLock a client's deal and borrower data to the principal broker.
AddedBulk on/off contacted follow-up controls, with skip-decided and select-all.
AddedPerson-level lead tracker with a refinance and renewal profile on every lead.
AddedShared notes on the deal overview, with author attribution.
AddedFeature sheets - a co-branded one-pager with down-payment options, insurance premium, payments and cash-to-close.
AddedFeature sheet PDF with your headshot and licence alongside the listing agent.
AddedFavourite listings, with a starred favourites tab.
AddedVoice notes for Ann.
AddedIn-app feedback button.
AddedReach-out actions on the refinance, renewals and leads book, with a text composer.
AddedInteractive onboarding that builds your board as you go - book, email, phone, branding, team.
AddedLicence number and brokerage details in settings, for advertising compliance.
ImprovedCo-applicants CC'd on equity emails are greeted by name.
ImprovedMonthly payment reads off the original balance and primary segment.
ImprovedAt-prime variable rates display as Prime.
ImprovedStrategy comparisons score over a shared horizon so different terms compare like for like.
ImprovedFinanced penalties show the full proposed balance.
FixedSecured debts recompute when one is deleted.
FixedLong file names no longer break document upload.
v1.6.69July 20, 2026
AddedPersonal and shared template scoping, with a per-send sender.
AddedCollateral charge field and coverage indicator in fees & offers.
AddedHalf-month renewal steps and a no-reply alert.
AddedPer-user notification settings.
AddedEditable equity report intro paragraph, global or per client.
AddedPer-leg monthly-payment override in strategy analysis.
AddedBank-statement transactions export to CSV from the portal.
AddedEmployment type on verifications, with stated income.
AddedMinimum deal-age filter on refinance and renewals.
AddedFilter refinance and renewals to clients with a linked deal.
AddedCheck-statuses dropdown in the refinance and renewal filters.
AddedLock a client's account ID to the principal broker.
AddedBalance split off the original balance, with amortization on the primary term.
AddedSearch the contacted page by name or email.
ImprovedBulk interested and contacted updates, with resume.
ImprovedApplicant names in portal notification subjects and on doc cards.
ImprovedShared templates stay hidden until two teammates can send.
ImprovedIndicative market rate uses the client's best option.
ImprovedClient debts blurb collapsed into a header tooltip.
FixedPenalty explainer edits land on the rate analysis number.
FixedRich editor keeps paragraph spacing in outreach emails.
v1.6.68July 17, 2026
AddedUpload a mortgage statement and it auto-fills the deal - rate, balance, and discount at signing.
AddedFilter renewals and refinance by lender type.
AddedPer-strategy compounding frequency in strategy analysis.
AddedBulk-download AML reports and checklists from the screening section.
AddedFilter which agents' deals to import from a dealbook.
AddedOverwrite-protection toggle so re-imports don't clobber your manual edits.
AddedSupport for a second HELOC, with its available-room calculation.
AddedRates and lenders now shared across your whole brokerage.
AddedYour headshot now shows as your sidebar avatar.
ImprovedRefinance opportunities preview as a hover card on the row.
ImprovedPlatform search now finds deals and contacts by name.
ImprovedPrincipal brokers can be BCC'd on teammates' outbound emails.
ImprovedProminent value disclaimer with a one-tap update on equity reports.
v1.6.67July 11, 2026
AddedGive each teammate their own sending identity - they email clients from their own address, with their own notification controls.
AddedOverride a client's monthly payment directly in rate analysis when the exact figure differs from the estimate.
ImprovedPortal follow-up emails for "anytime" and "we need to discuss" down-payment and income situations.
v1.6.66July 10, 2026
AddedUpload a lender's rate sheet PDF and it auto-parses straight into your rates.
AddedChoose the header identity on a portal - yourself, a teammate, or your business name - right in the send preview.
AddedNew 90-day down-payment seasoning indicator on portal source-of-funds review.
AddedAdd a lead with just a name - no mortgage details required to get them into your book.
ImprovedBest-rate cards now show each lender's logo and name so you know exactly who the rate belongs to.
ImprovedImport now accepts Apple Numbers dealbook exports alongside CSV and Excel.
ImprovedFinmo connections now show in Settings with import and disconnect controls.
ImprovedData tables scroll cleanly sideways on smaller screens.
v1.6.65July 9, 2026
AddedTwo new strategies for clients without equity or a HELOC - a renewal switch and a readvanceable setup.
AddedSplit mortgages now break the penalty down per portion, in both the modal and the PDF.
AddedPause and resume recurring reports from the bulk bar, with a deal-status filter when adding clients.
AddedForeign-currency bank statements are now first-class in document review, converted to CAD with Bank of Canada FX rates.
ImprovedWhen draft mode is on, the automatic 7 and 21-day follow-ups are drafted for you to review instead of sending on their own.
ImprovedEstimated mortgage balances now amortize from the origination date, and editing the balance re-anchors every future estimate.
ImprovedClient date of birth is now included in the candidate Excel export.
v1.6.64July 8, 2026
AddedSet your own review threshold for large deposits on portal source-of-funds.
AddedFilter refinance by the high-LTV flag, with a toggle to skip high-LTV deals in auto outreach.
AddedExport a selection of clients to Excel straight from the refinance and renewals bulk bar.
ImprovedEdit a property's tax assessment yourself when the pulled valuation is out of date.
ImprovedDocument review now accepts Word documents, converting them to PDF on upload.
ImprovedPortal templates now show the real date you last edited them, not the seed date.
v1.6.63July 7, 2026
AddedNew Leads section collects the candidates auto outreach skipped, with their own follow-up lane.
AddedSplit and readvanceable mortgages - track multi-segment mortgages like Scotia STEP and Manulife One, each portion with its own penalty math.
AddedStrategy Analysis now sends as a report, with section toggles, a live preview, and a denser layout.
ImprovedInstant Verifier reports update live as documents come in, showing progress and when they last changed.
ImprovedRedesigned the referral invite email.
v1.6.62July 6, 2026
AddedAdd your team during the solo post-payment onboarding flow.
ImprovedMonthly payment difference now shows as a pill on Strategy cards and in the PDF export.
ImprovedPortals remember previously entered fields, with a new generic secondary-ID document type.
ImprovedRate analysis labels the mortgage balance as estimated, with an as-of date on hover.
ImprovedImport mapping now supports Velocity deal-details exports.
v1.6.61July 5, 2026
AddedCollapsible "other strategies" section on the client profile shows every strategy you didn't lead with.
AddedLaunch a prefilled AML screening checklist straight from a client's profile.
AddedPreview a screening report and see the next re-screening date on the Screening tab.
AddedClient date of birth now shows in the profile header, with an edit modal for name, email, phone, and birthday.
ImprovedDownload an equity report as a PDF.
v1.6.60July 4, 2026
AddedEdit a client's subject-property address and pull fresh valuation data automatically.
v1.6.59July 3, 2026
AddedTurn on automated 7 and 21-day follow-ups when you manually send a renewal email.
AddedSnooze a client until a date you choose and get a 9am reminder email when it's due.
AddedLender-aware fees and offers - a renewal fee gate and a lender-wide cashback offer that flow into the client's numbers.
ImprovedA client's remaining mortgage term now updates live from their maturity date.
ImprovedPenalty explainer accuracy improvements, including variable-rate three-month interest and cleaner strategy email formatting.
v1.6.58July 2, 2026
AddedPin a lender to the top of the penalty calculator.
v1.6.57June 30, 2026
ImprovedDownload the consolidation report exactly as it appears in the preview.
v1.6.56June 29, 2026
AddedSend a consolidation report for a specific refinance option, with per-report section toggles and interaction times in each client's local timezone.
ImprovedPenalty math is hidden automatically once you enter a manual penalty override, so reports show your exact figure.
ImprovedDocument review now shows all down-payment sources, a deposits classification filter, and a confidence column on liabilities.
v1.6.55June 28, 2026
ImprovedReset Strategy Analysis back to the original comparison numbers in one click.
v1.6.54June 26, 2026
AddedNew Strategy section on every client profile, with projections you can adjust per client.
AddedToggle which sections appear in penalty PDF exports, and generate a report against any custom rate.
v1.6.53June 25, 2026
ImprovedMoney amounts across the app now format with thousands separators as you type, and the penalty calculator previews the IRD live while you enter figures.
ImprovedThe portal template editor's document picker now covers hundreds of Canadian residential mortgage document types, searchable and grouped by category.
ImprovedAuto outreach only contacts the latest-closing mortgage when a client has several records on the same property, so borrowers don't get duplicate outreach.
v1.6.52June 24, 2026
AddedBorrower photos of documents are resized and converted to clean PDFs automatically, so phone uploads come through ready for lenders.
AddedBorrowers can add another account on bank, investment, and business statement items, each with its own set of upload slots.
ImprovedRequesting changes on a portal now lists exactly which items the borrower needs to revisit in the email.
ImprovedRe-importing your book refreshes existing deals with the latest data while leaving your overrides, outreach, and compliance untouched.
ImprovedSending an email or follow-up from the rate analysis detail view now opens a compose window with template, preview, and scheduling.
v1.6.51June 23, 2026
AddedBlock a single deal or an entire client from refinance and renewal auto outreach - blocking a client also covers any of their properties imported later.
v1.6.50June 22, 2026
AddedFavorite a lender to float it to the top of your rate analysis - including the best-option lender.
AddedFilter the bulk add-to-monthly-reports list by eligible savings, available home equity, and additional properties before you add clients.
v1.6.49June 20, 2026
AddedWhen a client enters their own home value on a report, it no longer overrides your equity number - you see the difference and can accept it in one click.
ImprovedEvery notification and outreach setting now confirms with a Saved badge the moment you change it.
AddedWhen a client updates their balance, home value, or address on an equity report you sent, an automatic follow-up email goes out the next morning - using your own template for each kind of change.
v1.6.48June 19, 2026
AddedSee a client's cumulative savings as a chart right on the rate analysis best option card.
AddedNew Compare button on the refinance best option prefills Strategy Analysis with the current and recommended mortgage side by side.
AddedCo-applicants are now copied on equity reports, so both borrowers on a deal get every send - and the CC line shows in the preview.
AddedSearch your book for each co-applicant when sending a portal, prefilling their details just like the primary applicant.
v1.6.47June 19, 2026
AddedEdit the subject line on any report before it sends, plus new engagement metrics on the Reports page.
AddedSearch your book to prefill the Strategy Analysis baseline with a client's real mortgage in one click.
AddedAdd client-specific signing documents in the send preview and when editing an active portal.
AddedLinked deals - see every deal tied to a client and pull properties straight from an existing deal.
AddedSend reports and auto outreach at 9am in each client's local timezone.
AddedAdd Instagram and Facebook posts to your email media library, alongside YouTube, Vimeo, and Loom links.
v1.6.46June 18, 2026
AddedBlind-copy yourself on recurring report sends so you always keep a copy.
ImprovedDownload any borrower document straight from its card with a new download icon.
v1.6.45June 17, 2026
AddedAdd SMS text-message codes as a second two-step verification option, alongside an authenticator app.
AddedInvite teammates with set permissions - full access or view-only with send-from-inbox - and manage your team from Settings.
AddedSave refinance and renewal auto outreach as drafts to review before anything sends, instead of sending automatically.
ImprovedAdd a property address right from a client's Equity tab to light up valuations and available equity.
v1.6.44June 16, 2026
AddedSemi-annual and annual options added to recurring reports, alongside monthly and quarterly.
AddedMass-message a whole selection of clients at once from the refinance and renewals bulk bar.
v1.6.43June 15, 2026
AddedPenalty explainer rebuilt - see how each lender calculates the break penalty in plain language, with the comparison method used and links to the lender's own disclosure.
ImprovedPenalty figures now show whether a lender's exact method is published or estimated, so you know how solid each number is.
AddedOverride a client's penalty with the exact figure from their lender - it flows through their savings and every report.
AddedYour headshot, name, and title now appear on penalty and refinance PDF exports.
v1.6.42June 14, 2026
AddedNew Strategy Analysis tool - line up a competing mortgage beside your recommendation at the same monthly payment and see which one pays down more principal and less interest over the term.
AddedEdit a portal you've already sent - reorder, edit, add, or remove items and layer in add-on packs right on the live borrower view; anything the client has already filled in or uploaded stays locked.
AddedSet the proposed rate and amortization on a portal submission's stress-tested ratios and watch GDS, TDS, and the qualifying rate recalculate as you type.
AddedGet an email when a client updates their property value, balance, or address on a report - optional, alongside the in-app alert - with notifications and reminders now grouped in their own Settings section.
ImprovedRefinance reports now show the monthly savings on the proposed option, and you can toggle sections on or off with a live preview before exporting a penalty or refinance PDF.
ImprovedAdd-on pack documents and fields now show in the send preview, each tagged with an icon for whether it collects info, a document, or a signature.
v1.6.41June 13, 2026
AddedPreview a portal before sending - see the exact invite email and the live borrower view in tabs, and adjust fields, documents, and signing for that one send without changing your template.
AddedChoose what to collect from each applicant separately - info, documents, or signing - so a co-applicant can get a documents-only portal, and preview exactly what each person will see.
AddedAdd images and videos to your refinance and renewal outreach emails - upload to a reusable media library or paste a YouTube, Vimeo, or Loom link, and drop them into any template.
AddedBlind-copy yourself on automated refinance and renewal emails, switched on per channel in Outreach Settings.
ImprovedRenewal and refinance outreach now stops automatically when a client books time on your calendar, not just when they reply.
v1.6.40June 12, 2026
AddedSee available HELOC room on every additional property in a client's equity section, and pull any property out into its own deal with the client's details already filled in.
AddedSelect many clients at once on Refinance, Renewals, and Reports - grab the page or everything that matches your filters - and remove them in one action.
AddedFilter Refinance and Renewals from a single panel - combine deal statuses and start year, then clear everything with one click.
AddedHELOCs are now recognized when you import deals - split a combined balance into its revolving and mortgage parts, and second mortgages stay linked to the deal on the same property.
ImprovedDecide exactly which deal statuses renewal auto outreach may contact, separately for each channel.
ImprovedEnter variable rates as prime plus or minus a spread and see the effective rate as you type.
v1.6.39June 8, 2026
AddedChoose how a client's report goes out - send it once, start a recurring schedule now, or set it to begin later.
ImprovedAuto outreach now starts on funded deals by default and waits until each deal reaches a minimum age you set, so outreach goes out at the right time.
v1.6.38June 6, 2026
AddedRemind clients automatically when they still have documents to upload, on a schedule you set - each reminder lists everything that's outstanding.
AddedGet notified in-app and by email when a client submits documents to review, or when one may need a hand with their uploads - both optional, switched on in Settings.
AddedClients get an automatic email confirming you've received their information and documents the moment they submit their portal.
v1.6.37June 6, 2026
AddedTailor which sections show in any client's equity report right in the preview, and set a default that applies across all your reports.
ImprovedPreview and export refinance and penalty PDFs that match what's on a client's profile, now with a cumulative savings break-even chart.
ImprovedDownloaded borrower documents now include the tax year and statement period in their file names, so they sort cleanly.
v1.6.36June 6, 2026
AddedSwitch the whole dashboard to a dark carbon theme from Settings - it sticks across every screen.
AddedBuild your own renewal reminder sequence - choose how many touches go out and when, leading up to each client's renewal.
ImprovedClients can update their address, home value, and mortgage balance right in their equity report, and the new numbers reach you instantly.
v1.6.35June 5, 2026
AddedSet any client to receive their report automatically every month or quarter, on a schedule you choose.
v1.6.34June 4, 2026
AddedFilter your deal board by loan amount, closing date, and document status, or search by address.
AddedPulse watches rates and home equity for every client and flags the moment one crosses your threshold.
v1.6.33June 2, 2026
ImprovedImporting your book now matches rows to existing contacts by email instead of creating duplicates.
v1.6.32June 1, 2026
AddedAdd your brand's accent color so borrower portals match your look.
ImprovedTrack e-signatures right on the document review board, with their own signed column.
v1.6.31May 31, 2026
AddedReview borrower documents on a drag-and-drop board - pending, in review, and verified - and move any deal wherever you want it.
v1.6.30May 30, 2026
AddedSend one portal to a primary borrower plus any number of co-applicants - each gets their own link, uploads and signs their own copy, and feeds the combined analysis.
ImprovedAdd-on packs are now fully editable in the same editor as portal templates, with the same per-applicant controls.
v1.6.29May 29, 2026
AddedChoose exactly what a portal collects with three independent switches - Info, Documents, and Signing - including signing-only sends for e-signatures.
ImprovedEdit the "what is this?" help on any portal question with your own rich text and images, so borrowers know exactly what to send.
v1.6.28May 27, 2026
ImprovedUpload any client list, even one we don't recognize - we read the columns, tell you what it can do (leads, renewals, refinance), and flag anything to re-export before importing.
v1.6.27May 26, 2026
AddedAdd an email signature in Settings and it's appended to every email you send to clients.
AddedNew users get a guided setup checklist that tracks your progress as you work through it.
v1.6.26May 25, 2026
AddedPreview penalty and refinance PDFs before downloading - new eye icon next to Export PDF on the calculator.
ImprovedDocument type picker moved out of advanced settings in the template editor, with auto-detect on by default - new uploads classify themselves.
v1.6.25May 24, 2026
AddedSchedule a message to a client for later - pick the date and time in your timezone, with a new Scheduled tab on Contacted to manage what's queued.
ImprovedA fresh coat of paint across the dashboard - cleaner cards, sharper tabs, more consistent spacing across every surface.
v1.6.24May 23, 2026
AddedDelete portal templates you no longer use, with a confirm step on the way out.
ImprovedBest Option's Financed vs Out of pocket toggle now shows precise numbers for each path.
AddedReset Password from Settings - get an email with a link to set a new one.
v1.6.23May 22, 2026
AddedEvery client profile now shows the Break Rate they need to start saving. New Saves at rate filter on Refinance returns your book by who wins at any rate you type.
v1.6.22May 21, 2026
ImprovedSending a portal is cleaner - search an existing client or add a new one inline, with add-on packs in their own pop-up.
v1.6.21May 20, 2026
AddedVariable rates on the Rates page, entered as a prime offset (P-0.85, P+0.10, etc) and surfaced as offers on every client profile.
v1.6.20May 19, 2026
ImprovedThe penalty calculator's wait/refinance flag now spots both upcoming penalty peaks and floors, and respects a 2-month refi lead time.
ImprovedPenalty PDF rewritten in plain language for borrowers, with a cleaner timeline axis on the strategic-exit chart.
v1.6.19May 17, 2026
ImprovedRefinance and Renewals now keep contacted and replied clients in your list, with a new Refinance filter: New Opportunities, All Clients, Lead, or Closed.
ImprovedA client's profile now shows whether they replied and when, with a quick way to message them again.
AddedOn the Contacted page, mark a client Interested or Not Interested straight from the list, and open their full profile in one click.
v1.6.18May 16, 2026
ImprovedThe renewal message composer flags when you last contacted a client so you don't accidentally double up, with more room to review the draft.
AddedPreview and download a borrower-friendly refinance report from a client's Rate Analysis or the penalty calculator.
AddedTurn on automated 7 and 21-day follow-ups for an individual client when you manually send a refinance email - no need to enable account-wide auto-outreach.
ImprovedRenewals now surfaces every client within 12 months of maturity (up from 7), split into Renewal (0-6 months) and Pre-Renewal (7-12 months) so you can work each window separately.
ImprovedRenewal auto-outreach now reaches out at 12, 7, 3, and 1 months before maturity and stops the moment a client responds.
AddedNew switch cashback field in the penalty calculator - a new-lender cashback offer offsets the cost of breaking in your net savings.
ImprovedSearch and filter the custom renewal notification list by name, email, lender, city, postal code, or mortgage balance.
ImprovedRefinance and Renewals balance filters now scale to your largest client's balance and display amounts in $M / $K.
v1.6.15May 15, 2026
AddedBrokerage admins can centrally manage the market rates every one of their agents see.
AddedNew Strategic Exit chart inside the penalty (i) modal shows the prepayment penalty over the remaining term, with a flag in Rate Analysis that recommends whether to wait or refinance now.
v1.6.14May 13, 2026
AddedOverride the inferred original discount on big-bank candidates with the exact value from the renewal letter - penalty math updates live as you type.
FixedChanging a savings threshold in Settings now re-tiers your portfolio immediately, so the orange/green filters match what you see on the row.
v1.6.13May 11, 2026
AddedAdd Client now captures Term, Amortization, and Home Value upfront, so penalty math, savings, and equity reports light up the moment the client lands in your portfolio.
ImprovedManual property value overrides drift with the market every month, so the number you set stays current as the market moves.
v1.6.12May 10, 2026
AddedAdd leads to your database manually - send them equity reports and surface refinance opportunities, no CSV needed.
AddedFilter the portfolio between Leads and Closed clients so your refi queue and prospecting list stay separate.
ImprovedEdit a client's lender, rate, term, and other rate analysis fields inline from the row.
ImprovedFullscreen toggle on the candidate detail modal for more room when reviewing a client.
v1.6.11May 9, 2026
AddedAutomatic detection of clients who own additional properties via Houski, with HELOC eligibility on each.
v1.6.10May 7, 2026
AddedUp to three template variants per outreach email so you can A/B test what gets replies.
v1.6.9May 6, 2026
ImprovedSmarter document portal verification - a single verifier handles every doc with full conversation context, and you can override a rejection if you think it's safe to approve.
FixedEquity view now shows the after-penalty LTV correctly and no longer caps the displayed LTV at 100%, so over-leveraged clients are easy to spot.
v1.6.8May 5, 2026
AddedNew 'Best Option (Different Lender)' card when a client's current lender is also their top refi option, so you always have a switch comparison.
AddedDownload the AML borrower risk-rating checklist as a PDF for your compliance file. Captures whatever's currently checked, with the full score breakdown and risk level.
AddedAdd an email to a realtor's profile and they'll automatically be BCC'd on every equity report sent to clients tagged to them - one-off or monthly. The client doesn't see the realtor address; the realtor stays in the loop.
ImprovedPenalty calculator export now lets you choose between a full report (penalty + refinance options + lender comparison) and a penalty-only PDF for clients who just want the penalty math.
ImprovedEngagement tier (high/medium/low) now factors in equity report interactions, not just email replies.
v1.6.7May 4, 2026
AddedMove-up indicator on refi and renewal dashboards: green chevrons beside client names highlight clients with enough equity to buy a larger home, plus new equity sort options.
AddedEquity reports now include a 12-month line chart showing how the client's home value has trended over the past year.
AddedArchive lenders you can't work with: archived lenders disappear from client recommendations and the penalty calculator, and slide into a separate section at the bottom of your rates page. Per-broker setting.
AddedSwitch a client between Fixed and Variable right from their profile. Penalty math, savings, and lender recommendations recompute automatically with the new product type.
AddedRefi opportunities above 80% LTV after penalty are now flagged with an amber warning icon next to the client's name, with a hint to consider HELOC or Reverse Mortgage instead.
ImprovedProperty valuations are now fetched automatically for clients with valid addresses, so equity numbers, move-up tiers, and LTV checks light up across more of your book.
v1.6.6May 2, 2026
AddedMaster view for brokerages: principal brokers can now switch on a team-wide view to see every refinance opportunity and renewal across the whole brokerage in one place.
AddedPer-lender rate offsets: tune any lender's rates by ±5% so your savings math reflects the deals you actually get.
v1.6.5April 30, 2026
AddedRate Analysis tab on every client profile shows a clear stay-or-break verdict with Net Savings, payment savings, and balance impact at the new rate.
AddedAdd switch fees and cashback offers per client right from the Rate Analysis tab. Both flow into Net Savings live so the verdict reflects real-world numbers.
AddedNew borrower portal: cleaner upload flow for clients, plus a session board so you can track every portal in one place.
AddedSource-of-funds add-on packs: attach the right document bundle (gift, refi, bridge, holdco, separation, rental, pension, bankruptcy) to any client portal in one click.
v1.6.4April 29, 2026
AddedCustomize rates for existing lenders and set up new lenders in Settings → Rates
AddedEquity reports now show clients their mortgage paydown progress with a year-by-year chart
v1.6.2April 28, 2026
AddedReports page redesigned with a monthly engagement timeline showing how clients open, view and click on their equity reports
AddedToggle monthly equity reports on or off for any client right from their profile
AddedOptional 2FA for user accounts
ImprovedMortgage balances now update each month based on expected payments, so client data stays current between imports
ImprovedRenewals page now shows total balance renewing in each bucket so you can see how much book is at stake
v1.6.1April 26, 2026
ImprovedConfirm Password on signup, with a checkmark the moment both entries match
ImprovedFilter and select clients in bulk when enrolling them in monthly equity reports
FixedEquity reports now show LTVs above 100% to include underwater mortgages
v1.5.7April 25, 2026
AddedSet any client to auto-receive a fresh equity report every month - shows up in their inbox without any work from you
AddedEmail PEP declarations to clients - get a signed PDF back automatically
AddedHigh risk PEPs (foreign PEPs + domestic PEPs from sanctioned countries) now auto-open an EDD case the moment they're flagged
v1.5.6April 21, 2026
ImprovedLink directly to your living policy docs instead of uploading PDFs
AddedSortable columns and search on the agent scorecard
ImprovedRisk rating checklist now saves with each screening for solo agents
v1.5.5April 20, 2026
AddedCustom renewal notifications: set a custom months-before-maturity threshold and get a bell alert when clients hit it
AddedRedesigned compliance module: EDD case workflow with activity timeline, team-based alert routing, written policy uploads, and retroactive screening picker
AddedTrack secured debts (second mortgages, HELOCs, private lenders) on each client - they factor into equity and consolidation scenarios
AddedTrack additional properties a client owns - factors into combined portfolio equity summary
ImprovedConsolidation scenarios now include property-backed and blanket options
ImprovedEquity and consolidation reports now itemize secured debts and additional properties, so clients see the full picture
v1.5.4April 16, 2026
AddedUpload your brokerage logo - shown on client reports and penalty calculator exports
AddedDelete past uploads and their imported clients in one click
AddedEngagement signal on every refinance and renewal candidate based on their email replies
v1.5.3April 15, 2026
AddedExport your IRD penalty calculations as a PDF
AddedPast uploads dropdown on the import screen - see CSVs you've already brought in
ImprovedMonthly payment calculations now use the exact amortization from your imports
v1.5.2April 14, 2026
AddedFilter AML screening results by match confidence to focus on the strongest hits
v1.5.1April 13, 2026
ImprovedEditing a client's rate now instantly recalculates their savings, penalty, and opportunity tier
ImprovedClear individual or all notifications at once - notifications now mark as read automatically when opened
ImprovedImport progress now shows how many new records are being added, not the total CSV row count
v1.5.0April 9, 2026
AddedImport preview - see a summary of your data before importing, including product mix, top lenders, and insights
AddedExcel file support - import directly from .xlsx files, not just CSV
ImprovedCobrand client equity reports with a realtor
ImprovedVariable rates now display as Prime +/- %
v1.4.1April 8, 2026
AddedEdit rates directly on refinance and HELOC scenarios
ImprovedPassword show/hide toggle on login and registration pages
v1.4.0April 7, 2026
AddedDebt consolidation analysis - see refinance, HELOC, and reverse mortgage scenarios for your clients
AddedDebt consolidation reports - send clients a personalized breakdown via email or text
AddedBrokerage admin dashboard - manage your team, billing, compliance, and onboarding in one place
AddedInsured rates comparison - see how insured rates stack up beside other options
ImprovedOutreach templates are now smarter - variables adjust automatically so messages always read naturally
v1.3.4April 3, 2026
AddedDelete candidate profiles - remove clients you no longer need from your pipeline
ImprovedMore accurate market rates - upgraded rate source and added big 5 bank rates
ImprovedClick a notification to mark it as read, plus a new checkmark button to dismiss
ImprovedFaster client imports - processing speed improved by 25%
ImprovedOutreach queue clears properly when auto-outreach is turned off
FixedPassword requirements now shown on registration and reset pages
v1.3.3April 1, 2026
ImprovedImport larger CSV files - increased upload limit so big client lists come through without issues
v1.3.2March 30, 2026
AddedGet notified by email when a lead responds with interest
ImprovedMore reliable outreach queue - emails send consistently without gaps
v1.3.1March 29, 2026
AddedSend equity reports to clients via SMS with RingCentral integration
ImprovedEquity reports are now fully editable before sending
v1.3.0March 28, 2026
AddedAML screening - run background checks on clients with 10 free screenings included
ImprovedReorganized sidebar for easier navigation
FixedEmail sync no longer polls when the connection is disconnected
v1.2.1March 27, 2026
AddedInteractive equity reports with in-app notification bell
AddedSearch renewals and opportunities by city or postal code
ImprovedEmail previews now render inline on the reports page
v1.2.0March 25, 2026
AddedEquity report emails - send clients personalized equity breakdowns with charts
ImprovedSmoother onboarding flow with clearer steps and reassurance messaging
FixedSmoother email preview loading experience
v1.1.5March 24, 2026
AddedFilogix consolidated import support - upload directly from your CRM export
v1.1.4March 20, 2026
AddedCustom rate calculator - compare any rate against the best available options
AddedMortgage balance filter - narrow opportunities by outstanding balance
v1.1.3March 19, 2026
AddedPenalty funding analysis - see HELOC and reverse mortgage options to cover break costs
AddedReverse mortgage calculator with eligibility checks by property type and location
AddedTemplate approval workflow - review and approve outreach emails before they send
ImprovedShareable client links - share a specific opportunity via URL
ImprovedStronger platform security and data protection
ImprovedFaster account recovery emails
v1.1.2March 18, 2026
AddedEquity tab - see property valuations, available equity, and HELOC/reverse mortgage products
AddedFinmo added as a third data import source alongside Filogix and Velocity
AddedSend personalized equity report emails directly to clients
ImprovedMore accurate Canadian HELOC and reverse mortgage calculations
ImprovedSmoother search experience with instant results
v1.1.1March 17, 2026
AddedMonthly renewal digest - automated email report of upcoming renewals on the 1st of each month
ImprovedIRD calculator now auto-derives posted rates from Bank of Canada historical data
ImprovedRedesigned template editor with floating save bar
FixedRefined savings estimates for variable-rate and blended mortgage types
v1.1.0March 16, 2026
AddedRenewals system - automatically classify, queue, and track upcoming mortgage renewals
AddedBank of Canada rate integration for accurate historical penalty calculations
AddedPromo codes on checkout
ImprovedCandidate detail modal redesigned with prominent savings display
v1.0.0March 15, 2026
AddedPenalty explainer - visual breakdown of how each bank calculates IRD vs 3-month interest
AddedSmart reply classification - automatically detect interested vs not-interested responses
AddedEmail preview before sending - see exactly what your client will receive
AddedWelcome email on signup with getting-started tips
AddedQueue management - auto-populate daily queue, add or remove clients manually
ImprovedPolished outreach email formatting
v0.9.3March 12, 2026
ImprovedCleaner page transitions and content loading across the app
ImprovedSmarter deduplication when importing from multiple sources
v0.9.2March 11, 2026
AddedReal-time import streaming - see candidates appear live as your data processes
AddedStripe billing with subscription management and cancellation flow
v0.9.1March 10, 2026
AddedReferral program - invite other brokers and earn rewards
AddedEmail connection - link your Gmail or Outlook to send outreach from your real address
AddedIRD Calculator - compare penalty costs across 30+ Canadian lenders instantly
v0.9.0March 9, 2026
AddedOutreach email templates with rich text editor and personalization
AddedAutomated daily outreach scheduler with capacity limits
FixedSmoother onboarding navigation between steps
AddedContacted page - track every client communication in one place
v0.8.0March 8, 2026
AddedOpportunities pipeline - see every refinance opportunity ranked by savings
AddedLive market rates from Canadian lenders updated automatically
AddedSavings engine - estimate client savings across all mortgage types
v0.7.0March 7, 2026
AddedCSV data import - upload Filogix or Velocity exports to get started in minutes
AddedAutomatic rate matching - each client paired with the best available lender rates
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