The big releases we ship for real-estate teams.

• Listing-first draft pages
• Evidence stays attached
• Private internal staging

• One founder morning queue
• AI Command matches the Desk
• Prospect decisions stay bounded
• Batch copy remains immutable

• Technical AI cards no longer imply unmeasured zeros
• AI-referral totals disclose their reporting window
• Better Brokers can record forward-looking AI technical access

• Espo and Better Brokers no longer depend on a founder's Google login
• The existing visibility dashboards can refill their history

• Website totals now describe the public website
• Client-side navigation stays inside the same boundary
• AI-referral reporting uses the same rule
• The active Client Growth trend now fails closed too

• Three Espo actions are ready in Shortcuts
• A polished two-action Home Screen widget is ready
• Instagram references have a guarded share path
• iPhone capture uses the existing content truth

• CRM and Admin sign-in are restored on phone and desktop
• Background work no longer starts all at once
• Production database capacity now matches the live CRM
• Opportunity Priority recomputes are safely paused

• Client Growth now shows answer visibility beside Google visibility
• Crawler activity stays clearly separate
• A measured zero no longer disappears behind the legacy report

• A texted request to stop calling is now honored

• Imported source labels now match their existing score rules

• **The first outbound team cohort now has an evidence-backed qualification
• The founder calibration sample is ready
• The founder batch desk is ready for internal review
• The working board now shows only the current v3 motion

• Meta leads and cost per lead no longer double-count one conversion
• Follow-up evidence is explicit
• Sparse charts no longer imply missing activity

• Owners and admins can open Client Growth from the sidebar

• Owners and admins now open directly into Client Growth
• The dashboard stays useful between campaigns
• Campaign learning is visible before the first new test

• Individual websites begin with a verified person identity
• Approved design directions must be responsive in practice
• Vercel deployment intent is explicit and auditable
• The first-pilot learning is now the released baseline

• Ad-level reporting now has one stable database identity
• Valid 100% click-through rows no longer block history
• Malformed provider rows fail before any write

• Daily trends now use connected sources
• Accepted inquiries now come from the canonical event ledger
• Progress reflects how the brokerage actually works
• Google key-event sync uses the current reporting metric

• Opportunity Priority Score
• Priority everywhere you work
• Manual priority overrides
• Consent-first AI evidence (off by default)

• Your open house sign-in always shows the current price.
• Follow-up texts and emails quote the current price too.
• New open houses inherit their listing's details.

• Withheld caller ID is handled as a real call, not bad contact data
• Private calls stay private through forwarding and voicemail
• Private call history cannot trigger outreach
• Ordinary callers keep the existing path

• Help & Requests is resilient to optional account lookups
• QR and Team failures stay distinct from empty setup
• Confirmed CRM fixes now have a permanent release gate

• Pipeline filters stay open for every saved field configuration
• Email personalization variables are usable again
• Loading and failure states tell the truth
• Learn links lead to the rendered guides

• Website and Individual Website now start on annual billing

• Accepted drafts lead naturally into the next question
• SMS compliance uses guided multi-select choices
• Ads Strategy has field-level help
• Step labels are consistent

• One control center for observed AI work
• Complete call inventory
• Honest cost labels
• Previously dark usage is accounted for

• Repeated payment clicks reuse one Checkout attempt
• Comped onboarding cannot hide a missing delivery run
• Public intake credentials are directly regression-tested
• Operator onboarding and billing guides match the live system

• Cold outreach now moves in founder-approved batches
• Approval is recorded, never assumed
• The push into Instantly is frozen shut by default
• Each founder sends as themselves

• _Reports remain reachable in customized emails:_ Guest follow-up emails append links to every property report even when the open house uses custom message copy.
• _No duplicate report attachments:_ Listing-level and event-level copies of the same report are treated as one document before links or attachments are built.

• _Complete client workspace:_ Social Studio includes onboarding overview, content approvals, publishing calendar, social inbox, performance analytics, account settings,...
• _Decision-ready analytics:_ Clients can compare growth by network, channel, or account with stable filters, trend lines, winning-post views, share of attention, best p...
• _Instagram-first setup:_ Instagram is the recommended Better Brokers starting point, while additional supported networks remain available for later connection.
• _Safer onboarding:_ Returning from social sign-in performs profile-scoped discovery and refuses to move an account already bound to another organization.

• _Response command center:_ The Inbox tab now shows needs-action, live-overdue, draft-review, handled, and historical-import totals, with response-age badges on every t...
• _Automatic freshness:_ An open Inbox refreshes its local read model every two minutes and whenever the operator returns to the tab, while manual provider sync remains...
• _Faster response workspace:_ Saved views are compact, the thread list is denser, reply drafting and provider sending are grouped together, and local resolution actions...
• _Correct content routing:_ Turning an audience comment into a content idea now follows the thread's actual Belong or Matt Personal channel instead of always defaulting...

• _Winner Map:_ Every comparable post now appears on an exposure-versus-interaction map, with bubble size tied to views and Instagram, TikTok, and YouTube kept visually...
• _Decision-ready trend views:_ Performance lines can switch between daily and smoothed movement, while the new Decision Desk keeps recommended next moves and the eviden...
• _Automatic analytics freshness:_ A protected production job now refreshes Espo-owned Social Studio analytics every 30 minutes, while an open Analytics tab rechecks loc...
• _Platform-recognizable visuals:_ Instagram uses pink, TikTok uses aqua, and YouTube uses red consistently across trend lines, post maps, rhythm charts, legends, accoun...

• _Visual performance trends:_ The Analytics tab now shows interactive growth lines, reach and engagement trends, posting rhythm, audience mix, publishing windows, and c...
• _Channel-by-channel comparisons:_ Belong and Matt Personal can be compared without blending their results.
• _Connected-account clarity:_ A network view shows which Instagram, TikTok, and YouTube accounts are connected, fresh, partial, or missing data so gaps are visible befo...
• _Accurate repeat syncs:_ Repeated provider snapshots from the same reporting window are counted once, and missing content-lifespan periods stay missing instead of appe...

• _Email delivery tracking:_ Transactional account emails and CRM conversation emails now identify themselves separately when they are sent.
• _Fast provider callbacks:_ If Resend reports a CRM delivery event before the matching message finishes saving, the callback now retries briefly instead of being strand...

• _Expired open-house dates:_ Listing follow-up messages are generated at launch with the open-house date written into the text ("Open house is Saturday, July 4").
• _Launch check for stale dates:_ Launch readiness now blocks a listing launch when its follow-up copy carries an event date that's already in the past, or says "this we...

• _SMS deliverability tracking:_ Every contact now carries an SMS deliverability status — separate from their opt-out preference — that updates automatically from real d...
• _US-only automated texting:_ Automated texts (sequences, pipeline automations, welcome and booking messages) now only go to validated US mobile numbers, checked with a...
• _Consent vs. deliverability are now separate:_ a landline is not an opt-out, and an opt-out is not a broken phone. STOP requests remain consent (DND); phone-quality pr...

• _SMS opt-outs (STOP):_ When a contact texts STOP (or STOPALL, UNSUBSCRIBE, CANCEL, END, QUIT, REVOKE, OPTOUT), the carrier network already blocks the number and sends...
• _False opt-outs from quoted text:_ Reacting to a message on an iPhone (for example an angry tapback) quotes the original text — including the "Reply STOP to opt out" f...
• _STOP no longer looks like engagement:_ An opt-out used to bump the contact's lead score and ping the assigned agent with a generic "lead replied" notification.
• _HELP replies:_ A contact texting HELP gets exactly one support response — never two — whether Twilio answers it or Espo does.

• _Contacts and related work:_ Owners and administrators retain organization-wide visibility.
• _Pipelines, deals, and tasks:_ Restricted roles see only explicitly granted pipelines; zero grants reveal no pipelines or deals.
• _Analytics and team performance:_ Organization-wide Analytics is limited to owners and administrators. Other CRM roles see only their own Team Performance metrics.
• _Exports:_ Contact and deal exports are owner/admin-only, while task exports follow the signed-in user's task visibility.

• _Pipeline automation safety:_ Only owners and administrators using a normal client-portal session can create or change stage and sequence-completion automations.
• _Deal update safety:_ Deal stage and row versions now prevent an older browser action from overwriting a teammate's newer stage, assignment, or archive update.
• _Automation durability foundation:_ A dormant, service-only ledger now defines immutable trigger batches, prepared jobs, effect checkpoints, retry/review states, and a...

• _CRM notifications:_ The SMS phone number in Notification Preferences is now validated when you save it.

• _Notifications:_ When a text-message notification fails to send (for example, because the destination phone number is invalid), the error log now shows the actual reas...

• _iOS app:_ Advanced the native release candidate to version 1.0.1 build 5 after Apple closed the approved 1.0 pre-release train to new uploads.

• _Notifications:_ Personal delivery preferences and push devices now require the signed-in team member's portal session.
• _Meeting Notes:_ Direct API access now follows the same promise as the page: only owners and admins on plans with Cal.com scheduling can access meeting transcripts and...
• _CRM Inbox:_ Agent and viewer roles no longer see reply, send, call, compose, or other write controls that their API permissions reject.
• _CRM permissions:_ Database-level write protection now covers every organization-scoped CRM table that previously trusted membership alone.

• _Account security:_ Organization API keys are now isolated to portal and CRM access and can no longer authenticate administrator routes.
• _CRM permissions:_ Owners and admins retain full record management, members can create and edit without deleting, viewers remain read-only, and agents can only claim a...
• _Account privacy:_ Signed-in users can no longer browse the administrator roster, and meeting transcripts/notes are accessible only through the owner/admin portal flow...

• _Outbound:_ Espo's own cold outbound email now delivers from a dedicated sending fleet (separate mailboxes on dedicated domains with managed warm-up) instead of the in...
• _Outbound:_ The in-app Dream-100 cold-email launch path is retired and guarded so it can no longer send mail whose replies would bounce.

• _Client portal:_ New Social area (for listing-package and Growth Engine clients): an approval queue where you review the posts Espo prepared — tap Approve or send them...
• _Client portal:_ A read-only social calendar showing what's scheduled and what's been posted, with links to the live posts and headline view counts.
• _Client portal:_ Listings now show a "Social performance" section — what was posted for that property, where, and how it performed.
• _Listings:_ When a listing launches, its social captions automatically become draft posts waiting in your approval queue — and approving the listing's launch package a...

• _Social Studio:_ Existing self-authored comment-reply duplicates are now stamped as handled/self-authored during sync, letting the Inbox read model hide them while pre...

• _Social Studio:_ Added an Analytics action queue that turns source-health gaps into concrete next steps, including account filtering, sync prompts, and copyable fix no...
• _Social Studio:_ Added a recent-vs-earlier performance readout, post learnings, and copyable next-content move prompts so Belong analytics points directly to what to m...
• _Social Studio:_ Analytics recommendations now fall back past punctuation-only post labels to provider post IDs, keeping copied Codex prompts readable.

• _Social Studio:_ Added a manual Sync Inbox action that pulls recent Zernio comment threads into the Inbox, so admins can backfill provider comments instead of waiting...
• _Social Studio:_ Added a local acknowledge action for inbox threads, giving operators a heart-style “handled” state while Instagram comment likes remain unavailable th...
• _Social Studio:_ Inbox status updates and local acknowledgements now clear unread counts, keeping triage totals aligned with the work the operator has already handled.

• _Social Studio:_ Added an approval-gated Send Reply action for Zernio-backed inbox threads, so admins can respond to supported DMs, comments, and reviews from the Inbo...
• _Social Studio:_ Added focused route and provider-client tests for Zernio inbox replies, covering conversation messages plus comment and review reply payloads.
• _Admin dashboard:_ Renamed the old Content Pipeline entry points to Social Studio in the admin navigation, page header, capture flow, and AI cost feature labels.

• _Listing Engine:_ Listing post-create side-effect failures now create standard admin error rows with listing and step context while preserving the non-blocking create...

• _Portal auth:_ checkOrgAdmin() and checkOrgMember() now choose the earliest-joined membership when a user belongs to multiple orgs, matching the deterministic binding...

• _Onboarding / CRM:_ Website + IDX kickoff now seeds the minimal CRM automatically: Listing Leads and Open House QR pipelines, the owner open-house profile, the generic...
• _Tier gating:_ Website + IDX now allows the two system pipelines its package requires, instead of capping the minimal CRM at a single pipeline.

• _Listing System:_ Stripe listing checkout webhooks now move non-archived listings to the Paid stage when the collected amount matches the expected checkout metadata.

• _Research / Dream 100 outbound:_ The admin research-run detail now shows a Verified outbound claims panel before raw teardown notes.

• _Open House / CRM:_ Repeat visitor sign-ins now run first-stage sequence enrollment when the reused active deal is still in the same open-house pipeline intake stage.

• _Dream 100 outbound:_ Video-packet emails and filming briefs now reject common site-specific teardown claims when the model forgets the internal claim marker.
• _Dream 100 outbound:_ Cadence generation now has a deterministic verified-evidence seam for already-verified Places observations.

• _Listing System:_ G7/G8 production data anomalies now have a read-only audit packet with exact affected listing/event IDs, sign-in counts, and an approval-gated cleanu...

• _Listing System:_ Generated listing ops tasks now support default assignees through LISTING_TASK_DEFAULT_ASSIGNEES, plus per-checklist overrides like LISTING_TASK_ASSI...

• _Listing System:_ Admin listing DELETE is now non-destructive: it moves the listing to Archived instead of removing the row.

• _Open House / CRM:_ The portal Open Houses list, calendar, and detail dialog now subscribe to new oh_signins rows for the active organization.

• _Listing System:_ The external listing webhook no longer uses one global environment secret.

• _Listing System:_ Admin listing PATCH now moves early-stage listings to Landing Page when a landing page URL is saved, and to Ads Setup when an ad start date is saved.

• _Inbound teardown / Reverse Pitch:_ The human-approved teardown email queue now counts and sends only verifier-cleared website gaps.
• _Onboarding Copilot:_ Public intake-form drafting context now uses the same verified teardown assertions instead of quoting raw reverse-pitch claims.

• _Dream 100 outbound:_ Teardown packet generation can now use a live Google Places lookup before writing video briefs or follow-up emails.

• _Listing Engine:_ Saving lead-source routing now updates the CRM lead-source config and the listing linkage in one database transaction.

• _Listing Engine:_ When an operator changes a listing lead-source config to a different CRM pipeline, the starting stage is now recalculated for that pipeline instead o...

• _CRM Assistant:_ Assistant searches, contact lists, contact details, contact notes, and communication history now obey the same contact visibility rule as the CRM port...
• _CRM dashboard:_ CRM stats now use the same assigned-or-unassigned contact scope for every non-owner/admin role. Agent tags no longer expand dashboard counts or charts.

• _Listing Engine (ops):_ The admin New Listing dialog now uses a client dropdown instead of a raw organization UUID, lets operators choose Listing Engine or Listing Ess...
• _Listing Engine (safety):_ Existing listings can no longer be moved to a different client organization through the admin detail API.
• _Listing Engine (Meta lead routing):_ Blank starting-stage saves now default to Drip when the selected pipeline has that stage, and launch readiness warns if an Engine...
• _Outbound Engine (safety):_ Added regression coverage that teammates can prepare outbound video packets but cannot launch the live email cadence; release remains found...

• _Listing Engine (video production):_ A new DaVinci Resolve draft worker (scripts/content/workers/davinci-listing-draft.py) turns a listing's Flow-generated room clips...
• _Listing Engine (Meta ads):_ Finished ad videos now stage to durable signed URLs automatically (no more one-off hosting), and the Meta campaign lane (lead form with pi...
• _Listing Engine (lead routing):_ New listings now get their lead routing fully pre-wired at build kickoff — pipeline, assigned agent, notification list (client founder...
• _Listing Engine (follow-ups):_ When a listing has an open house scheduled, the buyer follow-up email now calls it out with the date alongside the existing SMS mention,...

• _Outbound Engine (research):_ Taught the teardown verifier to independently confirm four more real, checkable website gaps — so a personalized cold-outbound teardown c...

• _Outbound Engine:_ A Find contact button on each outbound target.

• _CRM automation:_ A new Log referral stage automation.
• _Quarterly reviews:_ When you mark a QBR reviewed and it carries a real upgrade target, the upgrade pitch now lands in your operator task queue as a prioritized to-do...
• _Revenue dashboard:_ A new Retention & Referrals card on the Revenue page shows Net Revenue Retention (how much of last month's recurring revenue you kept and grew, ex...

• _Mobile app:_ Pop-up dialogs and slide-out panels now keep their close button and content clear of the phone's notch and home-indicator bar, and the chat message box s...

• _Onboarding & website forms:_ Closed a timing gap where a few automated emails could silently fail to send the instant the page responded.

• _CRM contacts:_ You can now mark a batch email to send first.
• _CRM contacts:_ When you have more than one batch email running at the same time, they now share each day's sending limit fairly instead of one finishing entirely befo...

• _Internal content operations:_ Added Social Studio analytics snapshot tables for Zernio post metrics, account metrics, best-time slots, content-decay buckets, and sync...
• _Internal content operations:_ Added /api/admin/ops/social/analytics and /api/admin/ops/social/analytics/sync so Belong analytics can be read from local snapshots and...
• _Internal content operations:_ Linked Zernio post analytics back into content_distributions.metrics when a provider post ID matches, giving Codex and future learning f...

• _Internal content operations:_ Added provider-neutral Social Studio inbox tables for threads, messages, and audit events so Belong DMs, comments, and reviews can be st...
• _Internal content operations:_ Extended the signed Zernio webhook receiver to ingest message., conversation., comment., review., and reaction.* events into the local i...
• _Internal content operations:_ Social Studio response work now has a local approval boundary: Codex/admins can draft and triage replies inside Espo, but provider-side...

• _CRM contacts:_ When you send a batch email to a large list, we now spread it out over multiple days instead of blasting everyone at once — about 50 a day (your accoun...
• _CRM contacts:_ New Bulk queue button on the contacts page (next to Filters) opens a list of your scheduled batch sends — how many emails, over how many days, how many...
• _CRM contacts:_ Every batch-drip email now includes a one-click unsubscribe link and mailing address in the footer, so your bulk sends stay compliant with anti-spam law.
• _CRM email:_ Scheduled and batch emails now send at a steady, deliverability-friendly pace and recover automatically if a send is interrupted, so nothing gets stuck or...

• _CRM contacts:_ When you select several contacts and send them all one email, you can now attach a file — the same attachment goes out to everyone you selected.

• _Client CRM voice:_ Inbound calls answered in the official iOS app now play the private lead/source whisper before the caller is bridged.

• _Native CRM app:_ The iOS review login path now hides Google and Apple OAuth buttons inside the native shell until both providers are configured end to end.

• _Internal AI intel operations:_ The morning briefing's audio stopped generating once the briefing got long enough — OpenAI's text-to-speech caps input at 4,096 charact...
• _Internal AI intel operations:_ Real-time release push notifications are now gated to the major providers — Anthropic, OpenAI, Google (Gemini), and xAI (Grok).

• iOS push notifications now actually deliver.
• _Internal AI intel operations:_ Opening the iOS app now lands you straight on AI Command, where the Today's Briefing hero sits — no navigating.
• _Internal AI intel operations:_ The briefing player now wires the phone's lock-screen controls (title + play/pause/skip) and uses the app's background-audio capability...

• _Client CRM:_ Standalone open house events now reliably save their property address for reuse in the "Link to Listing" dropdown, so repeat open houses do not require r...

• _Internal sales operations:_ Added an admin-native Outbound Targets queue so individual brokers, brokerage/team Dream 100 accounts, and future campaign lanes can be tr...
• _Internal sales operations:_ Added outbound_targets and outbound_target_events with status, lane, campaign, video type, message variant, Day 0/8/16/24 cadence state, r...
• _Internal sales operations:_ Seeded the 20-person 10x10 pilot into the target queue and linked the first 10 completed research runs, making the sourced candidates visi...
• _Internal sales operations:_ Added target analytics for launched count, reply rate, positive reply rate, booked-call rate, bad exits, and performance by lane, campaign...

• _Onboarding intake:_ When we already know your website, the Team step now arrives with your agents pulled straight from your site's team pages — name and role pre-fill...

• _Internal content operations:_ Content Pipeline now has first-class channel assignments for @espoai, @BelongJournal, and @EspoRealty, with channel filters, editable ch...
• _Internal content operations:_ Video Idea capture and Intel-created ideas now enter the standard production-stage flow and receive a proposed channel assignment, so no...
• _Internal content operations:_ AI Outputs can run the Brand Voice Guardian from the drawer, returning score and flagged language before copy moves into distribution.
• _Internal content operations:_ Source Registry now lets operators add RSS feeds, websites, X/YouTube/manual watch sources, ingest RSS or website candidates into a stag...

• _Public website:_ The live /teardown AI-visibility audit funnel is now included in sitemap.xml, keeping the pre-outbound Google Search Console submission aligned with...

• _Client CRM:_ Pipeline filters can now include filterable deal custom fields, so teams can narrow deal boards by configured qualifiers such as interest level, buyer ty...

• _Internal operations:_ npm run demo:idx:verify now performs a read-only Website + IDX demo-org readiness check, separating architecture/data seed health from live-call...

• _Internal operations:_ /ios-release now gives operators a guarded native-release workflow for the Espo iOS app, separating safe readiness checks from signed archive, T...

• _Native iOS app:_ The repo now has a shared Xcode scheme plus guarded Fastlane release lanes for config validation, unsigned release builds, readonly signing sync, Tes...

• _Client portal:_ Dashboard now includes a Delivery status preview, and /dashboard/delivery gives clients a read-only view of active builds, live links, launch progress...
• _Portal API:_ Added an authenticated delivery status endpoint that derives organization scope from the portal session and returns a client-safe summary of delivery run...

• _Public website:_ Brokerage-specific landing pages now include a brokerage research kit with direct paths to teardown, proof, AI marketing education, and the Compass c...
• _Public website:_ Brokerage pages now carry stronger route metadata descriptions and FAQ schema for route previews and future indexing.

• _CRM Inbox:_ Non-admin CRM users now see their own assigned conversations plus unassigned conversations, and unassigned conversation rows can be claimed to self from t...

• _Public website:_ The website assistant can now route real-estate visitors to Espo.ai, non-real-estate company and personal-site visitors to Espo Studio, Belong questi...
• _Public website:_ The website assistant now has safer brokerage, CRM, website-vendor, agency, and ISA comparison guidance, including links to the relevant public compa...

• CRM owners and admins can now remove a teammate's portal access from the Team page.

• The native iOS app now has a local dark error screen if espo.ai cannot load.
• The web app can now block outdated iOS builds only when explicitly configured.
• The App Store review packet is drafted.
• The iOS splash screen now stays up until the remote CRM has painted.

• The native iOS app can now start Google and Apple sign-in from the login screen.
• The TestFlight checklist now includes native OAuth verification.

• Sell a client a bundle of listings per month instead of one-off invoices.
• A live "listings remaining" counter that draws down as listings launch.
• Manage the pack inline

• Voicemails show up as a message you can read and play.
• Call back / Text back, one tap away.
• Calls now read like a phone, not a spreadsheet row.
• The message box opens in the channel they last used.

• Talk to your assistant — just tap the mic and speak.
• The AI assistant is now a full-screen, native-feeling experience on mobile.
• Answers stream in live.
• Tap and hold any message

• "Get them into my pipeline" just works, even when the contact already has a deal.
• Espo Help now knows where your QR code and email signature live.

• Tapping a contact's number in the app no longer dials from your personal phone.

• Scheduling a meeting from a contact now shows your Cal.com meeting types.

• Calls now always show your organization's Espo number as the caller ID.
• Incoming calls reach your phone more reliably when your login spans more than one workspace.

• A text no longer breaks your call on the iPhone app.
• Speaker and earpiece now follow your phone.

• Bigger, easier-to-hit Send buttons.
• The compose bar clears the bottom of the screen.
• Roomier toolbar controls when composing.
• The inbox no longer flashes a bare "Loading…".

• Your intake form now has a built-in assistant.
• "Help me write this" on the hardest fields.
• You stay in control of every word.
• Built-in guardrails: the assistant only ever drafts those six writing fields, never asks for or repeats sensitive details (EIN, license numbers, logins, payment info),...

• The onboarding form now tells you up front when we did your homework.

• Get a free teardown of your site, straight from the homepage.
• A "not sure yet?" path on the pricing page.
• AI assistants can now point people to the teardown.

• Your Listing Launch Room now opens on every listing.
• "View past briefings" now works — browse your briefing history.

• Your Inbox conversation list loads again — even with thousands of contacts.
• Team Performance loads your full team again.
• Inbox unread badges and Call Performance reports hold up at scale.
• Clear "couldn't load — try again" message instead of an endless spinner.

• Your Pipeline, Contacts, and Dashboard now load on high-volume accounts.
• Your Dashboard breakdowns now reflect your whole database.

• Web Build (Individual) invite emails now describe the package.
• The price you see on the payment step always matches what you're charged.

• Clients see the exact price before they submit a listing — and agree to it.
• Per-client listing pricing.
• What we charge always matches what's reported.
• Paying for a listing records the amount collected.

• Your delivery run starts the moment a client submits.
• One-click go-live.
• One config feeds a new client's full setup.

• Attach a teardown to a new client on the call.
• The form arrives mostly done.
• "We found this — looks right?" on more of the form.

• A free "website teardown" you can request in 30 seconds.
• The onboarding pre-fill gets smarter every time someone uses it.

• Pre-filled fields now come with one-tap confirm — and a "want to use it?" prompt for the rest.

• We can now research your business up front and pre-fill your onboarding form for you.

• Open house follow-up emails now show real names.

• DRE license numbers now show on your Team list.
• The "View" profile links now open the right page.
• The Team list now fits any window.
• The Manage password window no longer scrolls sideways.

• Welcome Email panel on the onboarding drawer.
• Recent Send Events log
• The welcome email now renders from one shared source.

• Upload lead lists right from your CRM
• Co-owners come in as real, linked people.
• No duplicates.
• Faster scrubbing.

• "Manage password" button per team-member row.
• /auth/reset-password landing page
• Branded recovery email
• GET /api/portal/crm/team

• /dashboard/crm/team page
• "+ Invite team member" dialog
• Public agent onboarding form at /onboarding/agent/[token]
• Three transactional emails

• Locked features now visible in the sidebar instead of hidden.
• Direct-URL access to locked pages shows the upgrade prompt.
• CRM Chat assistant unlocked for Website+IDX clients with a 10-message daily trial cap.
• Inbox + manual email sending unlocked for Website+IDX.

• Client package lifecycle actions.
• Curated lifecycle history.
• Admin Handoff Builder now reflects post-send client state.

• Website + IDX checkout now matches the public website
• The Website + access step now captures multiple MLS providers.
• IDX Broker signup fields are captured directly in the intake form.
• Admin review now shows the new MLS provider array

• Welcome hero on the intake link the moment a client returns from Stripe.
• Post-payment email with PDFs attached AND linked.
• Three next steps inside the email
• "Your handouts" modal accessible anytime from the form header.

• The onboarding form adapts to your package.
• New credibility step
• "Saved Ns ago" save indicator
• IDX Broker CTA

• Minimal CRM included with Website + IDX ($200/mo, $1,500 setup).
• What's NOT in the minimal CRM (those stay the Espo Pro upgrade)
• The listing add-ons (Listing Essentials $285, Listing Engine $495) are unchanged and remain available on every tier — including Website + IDX.
• Per-org rollout flag.

• Listing Essentials and Listing Engine now ship as the MLS Handoff Pack.
• The Virtual Tour URL is the new differentiator.
• Clearer scope on what we don't do.
• /listing-engine — new "MLS Handoff Pack" section between the Amoruso example and the $285/$495 receipt: three cards (what we deliver / Virtual Tour URL wedge / your ag...

• My Requests page in the portal
• Richer notifications when you submit.
• Completion confirmation emails.
• Generalized client-request system.

• "Summarize & continue" button on the thread-full modal.
• Proactive "thread full" modal.
• The thread-full modal now offers three actions in the recommended order: Cancel · New chat · Summarize & continue (primary).

Apr 27AI assistant — DND control, audit history, sharper call follow-ups

Apr 25AI assistant now correctly reports each agent's contacts and deals

Apr 23Pipeline card click now opens the contact, with Prev/Next walking the column

Apr 23Call transcripts — reliability + visible failure reasons

Apr 22Timeline attribution — initials + bot badges on every note, text, call, and email

Apr 22Mobile calling — no more proximity mute, SMS call drops, or second-call interruptions

Apr 21Post-call notes now actually save

Apr 21CRM — Prev/Next navigation on the full deal view

Apr 19Meta Ads reporting — Facebook & Instagram campaign performance with closed-loop deal attribution

Apr 18One active sequence per contact — no more double-texting when a new campaign starts

Apr 18Listings — every new listing now creates the same downstream work, no matter how it was submitted

Apr 17Open houses — listing picker now pre-fills the hosted landing page URL

Apr 17Open houses — per-agent SMS, correct deal assignment, live status

Apr 17Intel newsletter now uses confirmation emails; subscriber lists and billing tables no longer publicly readable

Apr 17Long-running conversations get a one-sentence recap so you know the assistant is tracking

Apr 17Ask the assistant "what does this sequence do?" — it now explains step-by-step

Apr 15Unified CRM Calendar

Apr 7Pipeline-Move Tool + Templates by Intent

Apr 2Inbound Email Fix — Replies Now Appear in the CRM

Apr 2Sequence Execution Fix — Enrollments Now Reliably Execute

Apr 2AI Assistant — Scheduling, Templates, and Team Resources

Mar 30Call Intelligence P1 — Coaching Command Center & Auto-Enrichment

Mar 30Call Intelligence P0 — Smarter Analysis & Auto-Actions

Mar 26CRM Agent — Sequence Builder

Mar 25Dynamic Listing Sequences + Meta Lead Routing

Mar 24CRM Agent V2 — Production Optimization

Mar 10Open House QR Code Sign-In System

Mar 6CRM Feature Sprint — 80+ Items Across 4 Batches

Mar 5SMS Activation — A2P 10DLC Approved

Feb 28Multi-Tenant Cal.com Scheduling

Feb 27CRM Pipeline & Deal UX Improvements + Sequences & Automations

Feb 27CRM Contact Page UX Improvements

Feb 26Morning Briefing UI + CRM Agent v2.1–2.3

Feb 24Website Transformation — Real Estate Growth Engine

Feb 22CRM Agent v2.0 — System Prompt Optimization + Date Fixes

Feb 21Call Recording Transcription Automation

Feb 18CRM Agent v1.3 — Task Management + Calendar Quick-Complete