✨ New Features & Improvements
📦 Dispo Offer Tracking
Offer tracking is now available, giving your team more visibility and structure when managing offers post-disposition.
🧭 Campaign Active Filter
We've renamed the Campaign.IsActive filter to Campaign Active for clarity. Campaigns that are no longer active can now be archived and will no longer be available to assign on properties.
📌 Tag People in Tasks (Suggestion)
You can now tag team members in task notes for faster communication and better accountability.
🔐 Lockbox Notes & Location (Suggestions)
Add notes and specific location info to lockbox entries for better tracking and coordination on site.
🔒 Restrict Data Export (Suggestion)
Added the ability to limit which users can export data from Pete for enhanced data control.
🚫 Limit Users to Phases (Suggestion)
Admins can now restrict users to only see and access specific phases within a property workflow.
👥 Mirror a User (Suggestion)
New ability to duplicate a user's permissions and role setup, streamlining user management when onboarding new team members.
📏 Create Button for Square Footage in Rehab Scope (Suggestion)
Quickly add square footage to scope items with a new "Create" button for faster rehab planning.
🤖 AI-Powered Features (Beta)
🧠 AI Prompt Ability
Beta users can now test built-in AI prompts for dynamic suggestions and automated content.
📞 AI Call Scoring
Automatically evaluate and score call recordings to assess team performance and lead quality.
Interested in joining the beta? Contact [email protected].
🔔 Notifications
📨 Task Notification Fix
Fixed an issue where task assignment emails were being sent even when notification settings disabled them.
🔧 Notification Prompt (Suggestion)
You’ll now be prompted to enable notifications when adding tasks and activities to ensure team awareness.
✉️ Standardized Notification "From" Email
Outgoing notifications now consistently use a standardized and recognizable sender email address.
📞 Phone System Enhancements
📲 Overflow Call Routing
Unanswered calls can now be routed to backup numbers or team roles for improved responsiveness.
📞 On Hold & Conference Call Abilities
New calling features include placing calls on hold, starting 3-way conference calls, and transferring to external numbers—all from within Pete.
📶 No Longer Require Call Distribution
You can now manage inbound call flows more flexibly without assigning specific call distributions.
🧠 Business Management Tools
🧾 E-Signature Reminder & Resend Tools
Resolved issues with signature reminders and added the ability to resend signature requests as needed.
📊 Campaign Grid Expansion
Added new data points and filtering options to the campaign grid for better management and targeting.
📥 Import Improvements
Improved handling of large imports and error recovery, plus performance enhancements to reduce import time.
🕒 Cash Conversion Cycle + Days Active Tracking
All properties now support new data fields: Cash Conversion Cycle, Listed Date, and Days Active — particularly useful for flippers tracking project efficiency.
🛠️ Logging Improvements
Expanded logging for better visibility into system events and debugging.
📈 KPI Enhancements
🧭 KPI Legend Format (Suggestion)
Improved visual clarity of legends across KPI dashboards.
📐 Shrink-to-Fit Refinements
KPI widgets now better auto-size to fit your screen and reduce visual clutter.
📊 Drill Down Fix
Resolved issues with “My Properties” KPI widget drill-down results not displaying correctly.
📄 Copy KPI Improvements
Improved how KPIs are cloned or copied between templates and dashboards.
🧰 UI & Experience
🧑🤝🧑 Group by Team Role Users
New grouping option in data grids to easily view and sort items by assigned team roles.
🗺️ Map View in Phase Overviews
Quickly view a geographic layout of your properties within any phase for better route planning and territory insights.
📧 Email Log Formatting
Standardized email logging layout for easier reading and better traceability.
🏦 Mortgage Grid (Suggestion)
New grid view in property details shows detailed mortgage information per property.
🔁 Property Merging Tool
Now from within Property Details, you can merge duplicate properties and maintain data integrity with a single click.
⚡️ Filter Speed Improvements (Suggestion)
Significantly improved performance when filtering properties from the “My Properties” tab.
🐛 Bug Fixes
Resolved file display issues in “Received Files” section.
Fixed issue preventing ARV from saving within Financial Info.
You can now add new leads without requiring contact info.
Scrub Properties function no longer fails on certain imports.
“Sold” section now properly saves all data points.
Round Robin assignment now distributes webform leads evenly.