June 20, 2026

A clearer way to run a Case Room, live invite counts, and a more grounded Propstreet Agent.

New: Case Room setup-to-metrics header

Every Case Room now shows a header strip that doubles as a setup guide and a live dashboard — visible to you as the broker while editing the room.

On a brand-new room it reads as a checklist: invite members, add a files section and documents, add an NDA, open Q&A. As the deal fills in, those same tiles turn into live metrics — members accepted versus invited, number of files, open questions, and recent counterparty activity. Tiles that don't apply yet stay hidden, so you always see the next useful step rather than a wall of empty stats. Each tile is one click to the right place.

Where to find it: at the top of any Case Room you're editing.

Improved: Propstreet Agent understands the page you're on

When you ask the agent for help on a deal or portal page, it now grounds itself in verified facts about that page and your access to it. That means more relevant help — a seller portal is treated as a seller workspace, a deal room as a deal room — and the agent won't reference details you don't have access to.

Fixed: Case Room invite counts update instantly

After you invite a seller to a Case Room, the room list now updates "Total invited" and "Awaiting response" right away, instead of waiting until the seller accepted or you reloaded the page.