September 23, 2026

A project list where every project is a card that says what it needs, follow-up tasks with an exact time, and a faster project overview.

New: Project cards

Every project on the project list is now a card. It shows a picture for the property type, the project name and the project owner, where the property is and what it is priced at, and who the seller is.

Under To do, the card shows up to three things waiting on you: questions, teaser replies, a teaser ready to send, overdue follow-ups, your next task and its time, or a project that has gone quiet. Each one opens the place where you deal with it, and uses the same sentence as the project overview, so the two always agree. A bar shows how many prospects are at each stage. A closed project says in one line how it ended: who bought it, when and for how much, as far as those were recorded, or that no sale was recorded.

Newest projects come first, and new projects appear under In progress as soon as they are created. On a team, the list opens on your own projects; clear the filter to see everyone's.

Where to find it: Projects.

Improved: Follow-up tasks with a time

Calls, meetings and emails in a prospect's next step now have a time as well as a date. The time shows wherever the task does, including the prospect grid, the activity log, the project card, the overview and the export. A task counts as overdue once its time has passed, not at the start of the day. A new task starts as a call at the next quarter hour, and a task note shows on its own line.

Improved: A Seller Portal with the first seller

Adding a seller to a project creates its Seller Portal right away, and you stay in the picker to add the next one. When a project is set to inactive, the overview stops prompting you to follow up with investors, and keeps showing anything someone is waiting on you for.

Improved: Faster project overview and prospect list

The project overview and the prospect grid open noticeably faster, most of all on projects without Case Rooms. The project list shows the cards first and adds the stage bars a moment later.

Fixed: Notices that would not clear

The notice that an investor answered your teaser now clears once you handle the answer, including when you remove or close it, without reloading the page. The "News from an investor" notice counts only messages, files and calls, the same things your inbox shows.