New Features

Add Off Market Link field to Off Market form

• Added an optional “Off Market Link” field when creating an off market property, and (when provided) shows a quick link from the property details.

Create legal entity via easyAML API

• Added support for creating legal entities via easyAML so AML setup and onboarding can be completed directly through the portal workflow.

Create UI for expired attachment links and download progress

• Improved the download and redirect landing page so users see clearer states (including expired links) and download progress feedback.

Improvements

Refactor Campaign Meta Table Structure (Replace JSON Storage with Relational Model)

• Improved how campaign metadata is stored and managed to make updates more reliable and maintainable, helping reduce issues when campaign details change frequently.

Implement silent token refresh and no-redirect reauth flow on 401 errors

• Improved session handling so users are less likely to get kicked out or lose progress when authentication expires during a workflow.

Add Static Identifiers (Ongoing work)

• Added consistent internal identifiers to improve automated testing reliability.

Gleap ClickUp Integration

• Improved the integration between Gleap and ClickUp so issue tracking and status syncing is smoother and more consistent.

Bug Fixes

Fix label display issue in input component set to select

• Fixed an issue where dropdown/select inputs showed an internal ID instead of the correct label, improving readability and preventing selection confusion.

Task Priority Not Displayed in Tasks Tab

• Fixed an issue where task priority set during creation was not shown in the Tasks tab, improving visibility and triage.

No Option to Edit or View Full Task Details or Description

• Fixed missing access to full task details so users can open and review complete task information rather than being limited to a partial view.

Prefill edit property modal with existing database property details

• Fixed the Edit Property experience so existing property details are pre-filled instead of appearing blank.

Merge Fields Not Rendering in “Client Portal Introduction (Inactive Stage)” & "(Conditions Due)" Email Template

• Fixed broken email template content so merge fields resolve correctly and emails render properly for recipients.

[BUG-2812] Unable to mark under-offer properties red on map

• Fixed an issue where under-offer properties could not be marked red on the map, restoring expected map highlighting.

Send Email Modal Recipient Prefill Is Inconsistent Across Entry Points

• Fixed inconsistent recipient prefill behavior so the Send Email modal loads the expected recipients regardless of where it is opened from.

Browser Extension supports removal of query params

• Fixed a browser extension import issue where listing URLs with query parameters failed to import correctly.

Off-Market Property Marker Not Displayed on Map Until Another Property Is Added

• Fixed an issue where an off-market property pin did not appear on the map immediately after adding it.

[BUG-2802] Finance and deposit fields not saved in new contract

• Fixed a contract saving issue so purchase price, finance, and deposit details persist correctly.

Fix notes editing, deleting, and property association in steam tab thread sub-tab

• Fixed issues with notes actions (edit/delete) and ensured notes correctly stay linked to the right property.

[BUG-2813] Cannot edit settlement date

• Fixed an issue preventing settlement date edits, including changing from a fixed date to a relative timing rule.

Dropdowns Not Loading Agent Options

• Fixed an issue where agent dropdowns showed no options, restoring agent selection during campaign creation.

Send Email Modal Missing Merge Field Mapping on Inactive → Activated Transition

• Fixed missing merge field mappings during the Inactive to Activated transition so email templates populate correctly.