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