Release Notes: April 3rd, 2026
This release builds on the new Model Match with improvements to profiles, search, and overall usability across devices.
What’s in this release?
Improved Profiles
- Clear branch manager identification on branch profiles
- Team rosters now show only active loan officers
- Elevated accuracy on previous period comparsions on Agent KPI"s
Better Search & Filters
- New Time at Company filter to find loan officers based on tenure
- Choose from preset ranges or enter custom range
- Various improvements to sorting paginations
Transactions Improvements
- Interactive filters on right-click inside of of transaction tables. Quickly filter or view Loan Officers, Agents, Loan and Transaction Types, Listing, Buyer and Co-List Agents
- New column sorting options, including improved In-Area sorting
- Filter labels updated for better readability
- New filters to narrow transactions by buyer or listing agent
Mobile Updates
- Company profile charts and controls now adapt to smaller screens
- Larger data tables switch to card layouts on mobile for easier reading
- Various UI improvements