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- View contract statuses linked to each lot, including rescinded contracts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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