Watch the Release Notes Video

Highlights

• SendFlow V2: end-to-end deal outreach in a streamlined flow (matching, AI intros, delivery controls)

• Genius Reach, supercharged: instant loads, persistent results, and clear buyer to deal tracking and linking.

• Quality of life fixes across DG, notifications, deals-dashboard, and skip tracing.

SendFlow V2: The Fastest Way to Send and Close Deals

We rebuilt the deal flow end-to-end and brought matching, personalization, and delivery into a single streamlined flow. Work faster in one place with real-time previews and tighter control over every send.

• Real-Time Buyer Filtering – Instantly filter and preview matched buyers by strategy (e.g., Fix n’ Flip, Buy n’ Hold) and property/location characteristics (e.g., Garage, Near a Main Road).

• Manual Prospect Addition – Add any buyer using tags or directly searching their name or email/phone-number for complete control over who receives your deal.

• AI Builder, Your Way – Use AI for a personalized intro, write your own, or skip the intro entirely.

• Rich Media Intros – Drop in a Property Image or Personalized GIF to grab attention.

• Advanced AI Controls – Fine-tune how your AI writes; control typos, pacing, tone, and message style. Add writing instructions (like “friendly tone” or “highlight off-market”), define tone (Urgent, Casual or Professional), and set keywords to avoid for consistent branding.

• Smart Follow-Up Timing – If a buyer clicks your marketing link but doesn’t reply, the next follow-up is automatically rescheduled within 5–15 minutes; hitting them while interest is fresh.

• Pause Unengaged Buyers – Automatically pause follow-ups for buyers who haven’t responded within a set number of days to avoid fatigue.

• Channel Selection – Choose the order and timing. For example, send SMS first, wait one minute, then follow up via email.

• Delivery Control – Send SMS campaign from a custom number, assigned owner, or disposition manager; set From Name/Email for campaigns.

Image 1 – Intro message generation options.

Image 2 – AI intro writing customization controls.

Image 3 – Property image and personalized GIF options for intros.

Image 4 – Advanced settings for handling double deals.

Image 5 – Add additional prospects through tags or buyer name/email/phone.

Image 6 – Campaign delivery settings – phone number and sender identity.

Image 7 – Buyer list with live message preview panel.

Image 8 – Edit time windows and buyer time of exclusivity.

Genius Reach – Lightning Speed & Buyer Tracking

We focused on instant load times and clear buyer to deal association so you always know which buyer was reached out for which deal.

• Instant Loads & Persistent Results – Results appear immediately and stay available when you navigate away.

• Deal History Visibility – See the exact deals a buyer received via a Genius Reach campaign on the Genius Profile/Buy Box.

• Tracked Campaigns on Profile – All Deals in Genius Profile now lists any deal linked to a Genius Reach send for full context.

• One Click Follow-Up – From a targeted conversation, jump straight to Send Deal; Genius Reach context is retained.

• Auto Vetted Buyers – Engaged buyers are automatically marked Vetted to streamline your pipeline.

Image 9 – Genius Profile in Conversations/Contacts; All Deals view with one-click Send Deal to Genius Reach buyers.

Image 10 – Send Deal: “What Happens Next” – choose what’s sent next (Deal Brief and/or Follow-Up) via toggles.

Image 11 – Deal view: same “What Happens Next” toggles inside the deal; choose Deal Brief/Follow-Up and proceed.

Other Enhancements & Fixes

• Improved Search Accuracy: Fixed an issue where some previously searched addresses were incorrectly displayed as blank in the Genius Mode search history.

• Restored Email “From Name”: The “From Name” field for outgoing emails is now fully functional again, allowing you to choose any desired name for sending deals.

• Reliable Walkthrough Reminders: Issues causing walkthrough reminders not to be sent have been permanently resolved.

• Instant Deal Association: When you add a buyer to a deal via the Genius Profile, the deal is now immediately visible in the profile’s deal list without any delay or lag.

• Notification Sound Fix: The bug causing a double sound for notifications in the Notification Panel has been fixed.

• Deals Dashboard/Kanban Image Sync: The property’s exterior image from the Genius Marketing Suite will now appear as the cover image in the Deals Dashboard and Kanban board.

• Autocomplete Search Fix: Resolved an issue with the autocomplete search that prevented certain counties from being displayed while creating Genius Profiles for buyers.

• New Deals Filter: A Disposition Manager filter has been added to the main deals area, allowing you to quickly view deals assigned to specific managers.

• Enhanced Skip Tracing: Our skip-tracing rate has overall increased due to deep research implementation and system-wide improvements within Genius Mode.

What’s Next – Upcoming Features

•  Manual Deal Creation (Pin-Drop Ready): The ability to manually create new deals for properties, especially for non-standard assets like land or lots that lack a structured address. You can now simply drop a pin on the map to pre-fill address details, which you can then edit and populate with all necessary deal information, completely bypassing the need for support.

• App Performance Upgrade: We are migrating the application from its current iFrame structure to open in a new browser tab. This will lead to significant overall speed enhancements and give you better control and a more stable experience within your CRM.

• General Buyer Intake Form: A standardized buyer intake form to streamline the process of collecting essential information and quickly creating new, qualified Genius Profiles.

• Bulk Import Revamp: A complete overhaul of the bulk import experience to make uploading large lists of contacts and data faster and more reliable than ever before.

• Genius Dialer: Development of the Genius Dialer, a new feature designed to streamline and automate your outbound calling workflow.

• Genius Mode V2: The next major iteration of Genius Mode is on its way.