Release Notes - Sept 16th 2025

We’ve rolled out exciting updates across Data Center and Pathways Home.

Data Center

🌟 TOP HIGHLIGHT 🌟:

Unified Agent Profiles (BETA)

Real estate data has always been messy. Unlike Loan Officers, who are tied to a single NMLS ID, agents operate across multiple MLS boards — each with their own identifiers and inconsistent records. This meant the same agent could appear as completely different people depending on the source. Until now, these would have looked like two separate agents, splitting their production history and creating confusion.

With Unified Agent Profiles (BETA), we’ve solved this problem. Our system standardizes agent names and identifiers, cross-references data across boards, and assigns a unified agent ID that consolidates everything into one authoritative profile. Behind the scenes, the data lineage is preserved, but what you see is clean, consistent, and reliable information.

The redesigned Agent Profile goes far beyond fixing duplicates. It delivers a comprehensive view of each agent’s market activity with clear visualizations, relationship insights, and aggregated transaction data. You can instantly see their buy-side versus list-side performance, price point distribution, and production trends over time. Relationship widgets show who they’ve worked with — from loan officers to lenders and title companies — providing a deeper understanding of their network. 

This is a major leap forward: instead of working with fragmented, unreliable data, you now have a single source of truth for every agent. The result is cleaner analytics, better prospecting, and a new level of confidence in the insights you use to grow your business.

👉 Learn more here.

Data Quality Map Enhancements

The Data Quality Dashboard delivers real-time visibility into the coverage and completeness of mortgage and real estate listings data across the U.S. Instead of relying on assumptions about market coverage, members can now make confident, data-driven decisions based on accurate, up-to-the-minute metrics.

The dashboard includes:

• High-Level Metrics – Quickly see population coverage, record counts, lag times, and overall data status.
• Interactive U.S. Map – Color-coded county-level coverage with hover, zoom, and toggle features.
• Granular Data Tables – Detailed insights on mortgage counts, coverage percentages, lag, and more.
• Market Trends View – Compare listings, originations, and 30-year fixed rates to track cycles and timing.

What does this mean for you?

The Data Quality Dashboard empowers you to spot blind spots, evaluate market health, and time your campaigns more effectively with a complete picture of data accuracy and timeliness.

👉 Learn more here.

CRM Sync Frequency Management

You now have the flexibility to choose how often loan officers are pushed to your connected CRM.

Options include: weekly, monthly, quarterly, annually, or never—giving you full control over how often data flows into your CRM. This helps reduce clutter, prevent unnecessary duplicates, and keep your CRM clean and accurate.

CRM Push Reinitiation

Need to refresh data that was already pushed? You can now re-initiate previously synced contacts:

Single contact – click the sync icon next to a record Multiple contacts – use the multi-select option to resync in bulk

This makes it simple to update your CRM with the latest information—without manual re-entry or exporting again.

Add Transactions

We’re introducing the ability to add transactions directly into the system.

You will be able to add transactions in:

1. All Past Transactions.
2. Transaction History.

Pathways Home (BETA)

🌟 TOP HIGHLIGHT 🌟:

Property Lookup Tool

Pathways users can now search any property by address directly within Property Research.

This creates a Property Page instantly—even if the property isn’t tied to a past transaction—making it easier than ever to prospect, research new opportunities, and engage with potential borrowers.

Where to find it: Property > Property Research

👉 Learn more here.

Branch Contact Details for Disclaimers

We’ve added branch-level management for organizations with multiple branches. 

Admins can now:

• View and manage branch-specific information
• Configure disclaimers tied to each branch
• Assign team members to the correct branch

This ensures Pathways Home communications include accurate contact and compliance details at the branch level.

Send Test for Digest Emails

A new Send Test button lets you send a preview of digest emails before they go out to recipients.

Key details:

• Test emails do not affect or lock live sends
• Previews appear exactly as they would in an email client 

Helps confirm layout, links, and formatting before sending.

Admin-Configurable Application URLs

Admins can now configure unique application URLs for each loan officer in Team Members.

How it works:

• After creating a user, the admin can edit their profile and add an application URL
• If “LO override for CTAs” is enabled, the Loan Officer’s custom link becomes the primary CTA on Property Pages
• Links can be updated at any time at the team member level.

Pin Property Search to Dashboard

Pathways users can now pin Property Search to their homepage/dashboard.

This provides one-click access to Property Research for faster workflows, especially for users who rely on property searches daily.

Native Share on Property Equity Pages

Property Equity Pages now include a native share button.

Found in the top right corner Uses your device’s built-in sharing menu Makes it easier to send pages to borrowers or teammates

Improved Email Formatting

We’ve refined the way property addresses appear in digest emails:

• Long addresses now wrap cleanly without breaking lines.
• Proper case formatting has been applied.
• The overall layout highlights property addresses more clearly.

This update makes digest emails more readable and professional.