Product updates

Release ·

Version 1.2 📧

Overview

This update introduces an "Email Campaigns" feature alongside several other enhancements for project communication and contract management.

Key Features

Email Campaigns

  • Send bulk communications to purchasers, solicitors, vendors, and agents
  • Insert merge fields by typing "#" or selecting from a list
  • Brand emails with project logos uploaded in settings
  • Attach files to messages
  • Track delivery, opens, and bounce metrics
  • Search, filter, and export recipient lists

New Lots Screen

  • Completely redesigned project lots interface
  • Attach lot-specific "Additional Pages" for automatic contract insertion
  • Export lot data including pricing, bedroom counts, and status
  • View contract statuses linked to each lot, including rescinded contracts
  • Add notes to individual lots

POA Signing Controls

  • Disable "Sign under Power of Attorney" functionality through auto-process settings
  • Prevents vendors from accidentally requesting POA signatures

Additional Enhancements

  • Enhanced POA email workflow directing users directly to signing screens
  • Agent capability to return contracts to draft status post-purchaser signature
  • Multiple property development company assignments per project for better collaboration
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