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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