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Changelog

Everything we ship, in the order we shipped it. For how a feature works rather than when it landed, see the documentation.

  1. BOVs and listing proposals, built from your own comps

    Value a property from your closed sales and its income, review every comp, and send a branded BOV or listing proposal with a drafted narrative where every figure is checked against the numbers.

    • NewBOVs & Proposals: create a BOV from a listing, a deal or an address. Comps are picked from your closed sales and you can include, exclude or adjust each one.
    • NewA drafted narrative (summary, property, market, pricing rationale) that only uses this BOV's numbers. Any figure that doesn't match is flagged before you send.
    • NewListing proposals add your track record from closed listings and deals, and your proposed terms. When you win, one click creates the listing at the proposed price.
    • NewBOV PDFs are now a marketing packet: a photo cover, property details and highlights, a photo gallery, aerial and area maps with the parcel outline, a numbered comp map and pricing charts. Pick the pages, cover and gallery photos in the builder.
    • NewAsk the assistant to "value 123 Main St" in chat, or use create_bov from Claude or ChatGPT through the SuiteCRE connector.
    • ImprovedLease expiration alerts now cover tenants on your uploaded rent rolls and arrive at 24, 18, 12 and 6 months instead of repeating every month.

  2. Your assistant offers to take over what you always approve

    When you keep approving the same kind of action without changes, the assistant offers to handle it on its own. You stay in control: one tap to hand it off, and you're notified every time.

    • NewAfter you approve 8 of the last 10 of an action (like creating tasks) without changes, the assistant asks if it should just do these from now on. Say yes in the app, or reply AUTO with the code on WhatsApp or SMS.
    • NewAgents show a "Ready to hand off" list at the top of their review queue.
    • ImprovedApprovals and rejections you send from WhatsApp or SMS now count toward what the assistant learns, the same as the app.
    • FixedThe assistant now learns from your edits to its suggestions.
    • FixedAgent quiet hours now follow your own time zone instead of UTC.
    • ImprovedA single past rejection no longer blocks an action from ever being automated, and nothing is automated without your say-so.

  3. Pro formas and OMs that build themselves from your documents

    Upload a rent roll, T-12, leases or a tax bill to a listing and the pro forma fills itself in. The OM now includes a written executive summary, a rent roll page and your sale comps.

    • NewListing documents are read automatically. Rent rolls, operating statements, leases and tax bills fill in income, vacancy and expenses, with the source shown under each number.
    • NewCross-checks flag what an underwriter would catch: rent roll vs. T-12 collections, taxes vs. the tax bill, lease rents vs. the rent roll, and leases expiring in the next 12 months.
    • NewUnderwrite lease by lease. Each lease rolls to market at expiration using your renewal odds, downtime and market rent, and expenses can be entered line by line.
    • NewOMs include an AI-drafted executive summary, investment highlights, tenant and market overviews you can edit, plus a rent roll page and a sale comps page.
    • NewDesign your OM: choose Classic, Modern or Minimal, pick a font and colors, reorder or hide pages, and add your own pages like About Our Firm. Save it as a template and set a default.
    • NewOMs now include a photo gallery, lease expiration and tenant charts, a cash flow chart, and your own site plans, floor plans and PDFs as exhibits.
    • ImprovedEvery generated OM is saved to the listing's documents, so past versions are there to share.
    • FixedDocuments added while creating a listing are now indexed for search and the assistant.

  4. Build your workspace on the page itself

    Build workspace now edits the dashboard in place: cards show their handles, changes appear live, and one Save keeps them.

    • ImprovedResize handles are visible on every card while you build, so you can see what can be pulled before you try.
    • ImprovedThe side panel no longer covers the page. It opens only when you want to add widgets or automations.
    • ImprovedCancel now puts the dashboard back exactly as it was before you started editing.
    • FixedThe Tasks & Notes card starts tall enough to show the new-task form and your first tasks without scrolling.

  5. Arrange your dashboard by hand

    Every dashboard card can now be dragged anywhere on the page and resized by pulling its edges.

    • NewIn Build workspace, grab any card and drop it where you want it. Cards slide out of the way and the layout tidies itself upward.
    • NewPull a card's side, bottom, or corner to make it wider, narrower, taller, or shorter. Anything that no longer fits scrolls inside the card.
    • ImprovedYour Agents lives on the grid with everything else, so it can be moved, resized, or hidden like any other card.
    • ImprovedLayouts you saved before keep their order and widths; on phones the dashboard still stacks into one column.

  6. Specialized agents, the deal advisor, and a faster assistant

    The revenue agents became specialists rather than one generalist, and the assistant got meaningfully quicker.

    • NewEach revenue agent now runs with its own focus and its own slice of tools instead of sharing one generic setup, which makes what they produce more relevant and more consistent.
    • NewA deal advisor that reads a specific deal's own numbers and suggests negotiation structures — TI, free rent, term trades — rather than generic advice.
    • NewRun any agent on demand instead of waiting for its schedule, so you can take a fresh pass before a pipeline review.
    • NewPin the assistant conversations you keep coming back to, and delete the ones you don't.
    • ImprovedCut the work behind every assistant request substantially. Chats start faster and stay responsive on long threads.
    • ImprovedThe Leasing agent is now the Deals agent — the name matches what it actually does.
    • FixedAssistant chats no longer stall part-way through a heavier request.

  7. Call intelligence, spreadsheet reading, and social sign-in

    Calls became structured records, the assistant learned to read your document library, and signing in got easier.

    • NewAssign calls to contacts and get call intelligence out of them — a summary, the follow-ups that were committed to, and the requirements and objections that came up.
    • NewReview and delete recent call activity from one place.
    • NewSign in with Google or Microsoft.
    • NewThe assistant can now read documents from your broker library, not just listing documents.
    • ImprovedSpreadsheet uploads have their contents extracted, so a rent roll uploaded as a spreadsheet is searchable and readable rather than an opaque attachment.
    • ImprovedNew accounts get a first-run greeting and setup checklist, and a dashboard that shows something useful before there is data in it.
    • ImprovedAgent cards on the dashboard are configurable.

  8. Full-page contacts, leasing intent, and compliant SMS

    Contacts became a real page instead of a panel, and the SMS channel got a proper opt-in flow.

    • NewA full-page contact view with details, interaction history, deals, and notes in one place.
    • NewLeasing intent on tenant-side contacts: the space they need, size range, submarkets, and timeline.
    • NewA standards-compliant SMS opt-in flow. Messages identify SuiteCRE, carry an opt-out, and stop immediately when you reply to opt out.
    • NewNotification scheduling controls — complete, snooze, and set how often a reminder comes back.
    • NewThe public lead intake form now captures whether someone is looking to sell.

  9. The assistant on your phone, and a scheduled daily brief

    The phone channel got the full tool set behind an approval gate, plus a brief you can schedule.

    • NewThe assistant reachable from your phone now has the full tool set, behind the same approval gate as the app — it drafts, you send.
    • NewA daily brief you schedule yourself: what's on the calendar, what needs attention, and what changed.
    • ImprovedLonger requests from your phone run as background jobs, so a request that does real work no longer times out.
    • ImprovedLive voice greets you by name when it connects.
    • FixedLive voice no longer picks up its own audio on mobile.

  10. Parcel data, a comps database, and listing import

    The market intelligence side got its foundation: county parcel records, real comps, and a way to pull listings in without retyping them.

    • NewCounty parcel data with submarket search, so you can find owners by property type and area and work off-market.
    • NewA comps database with market metrics, including sale comps sourced from recorded deeds where county data is available.
    • NewParcel boundaries drawn on property maps, including the lot lines on an offering memo's location page.
    • NewLink a listing to its parcel record so ownership and sales history carry through automatically.
    • NewImport a listing by URL from a supported marketplace instead of entering it by hand.
    • ImprovedLead quality filters, so you can tune how aggressive lead matching is.
    • ImprovedNominal and unreliable recorded prices are reported as such rather than being treated as real sales.

  11. The workspace builder

    The dashboard became something you compose, and plain-English automations arrived alongside it.

    • NewBuild your dashboard: add, reorder, resize, and hide widgets, on desktop by dragging and on mobile with explicit controls.
    • NewDescribe a recurring instruction in plain English and get back a reviewable automation recipe. Recipes are created paused — you read what it will do before turning it on.
    • NewDefine your own metrics when the built-in ones don't match how you measure the business.
    • ImprovedProduction tenant boundaries hardened, with row-level isolation enforced across every tenant table.

  12. Lease abstraction, e-signature, and the first agent loops

    Three substantial additions: leases became structured data, documents could be sent for signature, and the agents started running on their own.

    • NewLease abstraction — upload an executed lease and get back structured parties, dates, options, and expense terms — plus invoice and CAM reconciliation against what the lease actually permits.
    • NewDocuSign and Dropbox Sign integrations. Connect your own account and send documents for signature without leaving SuiteCRE.
    • NewThe first autonomous agent loops, with an activity feed showing what each agent did and when.
    • NewInteractive space tours for listings, one per available suite.
    • NewBranded web push notifications to your phone, with a test button so you can confirm they work.
    • NewTag listings, deals, and contacts in the assistant with @ instead of picking from a dropdown.
    • NewForward or BCC correspondence to a private address on your account to file it against the right contact and deal.
    • ImprovedAssistant email drafts hand off to your own mail app, so connecting an inbox never gives SuiteCRE the ability to send as you.
    • ImprovedAn in-app banner tells you when a new release has shipped.
    • FixedA long list of mobile assistant fixes: the panel no longer sits off-screen, the input stays above the keyboard, and iOS no longer zooms on focus.

  13. Buyer chat, escalation controls, and the inquiries inbox

    Buyer chat became a real product surface: configurable, reviewable, and resolvable.

    • NewBuyer chat escalation is now broker-configurable — turn individual categories on or off, add your own keywords, and decide whether unanswerable questions escalate to you.
    • NewA Buyer Chats inbox with counts and filters for conversations the assistant handled on its own versus the ones that escalated.
    • NewEscalations can be resolved and keep a resolved history.
    • NewA 14-day trial wired through from pricing to signup to checkout.
    • ImprovedRewritten Terms of Service and Privacy Policy, and a new Cookie Policy.
    • FixedBuyer conversations stay open until the buyer confirms they're done, and no longer duplicate messages or over-escalate.

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