Release Notes
- If You Had An AI Employee Tomorrow, What Would You Make It Do First?
- Half-Time Huddle: 15 Features, 0 Manual Work (June 2026)
- Improved Referrer Board Loading Performance
- Get Lead Members (Automation Action)
- Multi-Aggregator Setup
- Asset Finance Lead Capture Widget
- SharePoint Document Naming Convention
- April Update: Never take meeting notes again
- Mobile App UI Updates – Lead Actions & Communication Features
- Update on Lead Cloning Enhancements
- Improved Activity Log Accuracy and Performance
- How to Manage Referral Partners and Referring Contacts
- 2025 New Year Announcements!
- August 2024 update
- Effi AI
- Loan Structure Tab
- MyCRM - Integration
- Sort By Feature
- New My Documents Tab