Settings now lets you change your account password right from the app. The new Your Company Contacts screen shows your direct, floor, and onboarding managers with their phone and email.

The e-sign questionnaire has a redesigned device selection step with an updated equipment catalog — 13 devices including Clover Kiosk and the latest Valor terminals. The device list now updates instantly, no app update needed.

Leads can now be moved to their next sales stage right from the lead's page.

Fixed an issue where the Customers screen could freeze for a few seconds with long customer lists. The screen now opens and scrolls smoothly.

Notes on leads — add, preview, and browse all your notes for a lead right from the lead's page, with text formatting. Fixed rare crashes and a sign-in interruption on some phones. Reliability and security improvements across the app.

Added the ability to assign Takeover Managers, schedule Appointments, edit public Leads and set Leads to Working status with a more reliable status view. Also added an advanced permissions overview, plus various bug fixes.

Added a new Appointment Calendar with Month and Year views, appointment status indicators and easier appointment navigation.

Added the ability to search Leads and Opportunities with instant results and highlighted matches across fields.

Added lead chat for direct conversations. Tap-to-call phone numbers for instant dialing. "Business State" field is now optional when creating private leads.

- Adjusted permissions to ensure photos and other media load correctly. - Fixed issues with skeleton placeholders for smoother and more consistent screen transitions. - Resolved refresh glitches so content updates more reliably.

- Added skeleton loaders across key screens - Introduced a screen for the Access Locked state - Updated navigation bar - Technical update & bug fixes

Added Private Leads as the default option, with the option to switch to Public if needed. This update also introduces improved validation, clearer status labels, and smoother Lead editing.

What’s New • Upload documents from Lead Details — choose from the gallery, take a photo, or attach files. • Pick a meeting time inside the questionnaire for faster scheduling.

The app now includes an E-Sign Application Questionnaire on the Lead details screen, allowing Agents to complete and submit it directly in-app. Submitted information is automatically forwarded to Managers for processing.

Improved readability by disabling text scaling in the app.

Stay informed instantly with new Push Notifications!

Implemented a mandatory update screen to ensure you're always using the latest app version.

- Upload or take photos when creating a new lead - Business Card Photo is now a required field - Improved lead creation workflow

Make the “Business Card Photo” optional when creating a new Lead.

Add the ability to create a New Lead directly through the application. Update "Start Appointment" button behavior — it now activates based only on the appointment date (not exact time).

The "Start Appointment" button remains active regardless of the Appointment time.

We’ve made your experience smoother and smarter: - Appointment dates now display in an easy-to-read US format - See appointment locations with our new map launcher - Improved lead and opportunity tracking with better sorting and date info - Updated status labels for clearer insights

Improved app performance.

Added pull-to-refresh functionality Renamed the "New" filter for Clients to "UW" Fixed various bugs

Rename the app name in the App Market