🏡 Release Notes 9/8/2025

This release is packed with enhancements to deal analysis, lead management, communication tracking, and workflow flexibility. These updates bring deeper insights, cleaner data, and faster actions across Pete.

A simplified tool to help you calculate your Maximum Allowable Offer (MAO) using customizable formulas. Just plug in your numbers—Pete handles the rest. Fast, flexible, and built for quick decisions.

You can now connect individual communication logs to their original campaign source—improving lead tracking and enabling smarter workflow automations and routing based on campaign assignment.

We’ve added powerful new data fields to property records and lead views. These include:

Message failures in the conversation log now include readable error descriptions to help you quickly understand what went wrong and how to resolve it.

When two leads are merged, clicking an old link (e.g., a saved note or task) now redirects you to the active, merged lead—avoiding dead ends and preserving history.

The Appointments KPI now uses the property-style grid, giving you consistent filters and layouts across dashboards. It also unlocks additional insights related to your appointments.

You can now view and manage records using a Kanban-style layout in phase grids. Drag and drop records between phases for quick updates, and get a high-level visual of where everything stands.

We’ve added new backend tools that allow us to quickly copy a coach’s workflow setup to their students’ accounts, making it easy to share proven systems and maintain consistency across teams.

When placing a call or sending a text from Property Details, Pete will now use the user’s DefaultCallerPhone (if set) instead of the campaign number.
This allows team members—like Dispo, TC, or Rentals—to consistently use their own dedicated number for communication.

The workflow builder now supports new actions, including:

This opens the door for even more automation flexibility.

Admins can now choose which dashboards display on a per-page basis, helping declutter views and make dashboards more relevant by section (e.g., Leads, Properties, Rentals).

We’ve added new fields and tracking around cash conversion cycles, listed date, and days active—especially valuable for flippers wanting visibility into lifecycle timing.

Admins and users with the appropriate permissions can now reset passwords for other users directly in Pete. Two reset options are available:

The User Table now includes a column for Team Roles, giving admins a clear view of each user’s role assignments without needing to dig into individual records. Easier management, faster clarity.

You can now store utility provider details for each property, including:

We’ve optimized the import process to significantly improve speed—especially for large files. You’ll now see faster load times and smoother uploads across bulk imports.