Updates
Client portal visibility improvements
Notes on making seller-facing progress easier to understand without exposing the working mess behind the scenes.
Updates
Launch notes and improvements across the agent workspace, client portal, buyer links, documents, and activity trail.
Notes on making seller-facing progress easier to understand without exposing the working mess behind the scenes.
Improvements planned for approved document sharing, buyer views, QR codes, and records agents can refer back to.
How default and custom checklist templates will help agents start a new vault with fewer manual setup steps.