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Changelog

What shipped.

The changes that reached every FlowState account, month by month. Only work that is live today is listed, described by what it changes for you.

  • Contacts

    One Activity tab for every client and partner

    Each client and referral partner now has a single Activity tab, with your notes on top and every logged call, text and email beneath them. Logs you entered can be edited or deleted from either profile.

  • Email

    Outlook email logs itself

    Connect Outlook in Settings, and email with your clients and referral partners is logged to their activity on its own. Add a new client or partner, and the last 30 days of email with them comes in too.

    How it works

  • Calculators

    Calculators update the client and loan record

    Payment Breakdown, Refinance, Buydown and Rent vs Own can each write their result to the client or loan record, and they ask before changing a field that already has a value. A saved purchase scenario that is not tied to a loan can start a new one.

    How it works

  • Calculators

    Numbers you type stay yours

    In all five calculators, a figure you enter stays put when a client's loan loads. Switching to another client shows that client's own figures.

  • Navigation

    A sidebar that keeps today in view

    The redesigned sidebar carries today's top task from page to page. Open it to call, text, email or log the task without going back to the dashboard.

  • Mobile

    A tab bar for your phone

    On a phone, tabs along the bottom reach the dashboard, Find, Tasks and the calculators in one tap, and everything else sits under More.

  • Dates

    Dates read the right day

    Closing dates, rate-lock expirations, task due dates, follow-ups and birthdays show the same calendar day in every time zone. A task due today stays due today until midnight, and a rate lock counts through its last day.

  • Editing

    Saving changes only what you edited

    When you save a loan, client or partner, the dates, amounts and phone numbers you did not touch stay exactly as they were. A loan edit that changes only the rate now saves.

  • Dashboard

    A dashboard that starts with your priorities

    Your top tasks now lead the dashboard at full width, followed by anything urgent today, this week's closings and follow-ups side by side, and Rate Recapture.

    How it works

  • Import

    Bring your book in from a CSV

    Upload a CSV of your clients, loans or referral partners, and FlowState matches the columns it recognizes while you match the rest by hand before anything imports. Imported clients and partners take their last-contact date from their loan history, not from the day of the import.

    How it works

  • Calculators

    Calculators start from the client

    Open a calculator from a client and their loan fills in. Saved scenarios attach to the client, show on their profile and open on any device.

    How it works

  • Calculators

    Cash-out refinances

    The Refinance calculator now models cash-out refinances, including one on a home owned free and clear.

  • Calls and texts

    Log a call or text in one tap

    Tap Call or Text in FlowState, and a small reminder stays on screen until you log how it went with one tap or dismiss it.