We’ve highlighted the key differences between the Legacy and 2.0 versions so that you can quickly get up to speed on what’s changed. If you have questions, we’re here to help, just create a support ticket in the Help section of your Admin Console and to submit your feedback to us on the 2.0 version please take a moment to fill out this form. We value your feedback as we are refining 2.0 for an exciting 2025 launch!
Key Updates
Enhanced Layout and Navigation for Better Ease of Use
The 2.0 version offers a sleek, modern design with enhanced usability. Navigation is now split into a top pane for system and team settings and a left pane for records and deal flow:
Advanced Highlighting Options So You Don’t Miss Important Records
Legacy allowed one yellow highlight option for records that you wanted to make more visible in your property tables and push to the top. In 2.0, you can create multiple highlights, choose a custom color and define what it means for your business and team, and set the hierarchical order to push priority records with defined highlights to the top of the list.
Streamlined Settings
The legacy “Customize” section is now called “Settings” in 2.0 and is organized into concise, tabbed sections for easier access to system configurations and customizations that fit your business.
Enhanced Wizards
Wizards are now offered in full-screen mode and provide helpful tool tips in the middle pane so you don’t miss a thing.
Unified Property Management
The “Land” and “Houses” sections are combined into a “Property” section, organized by stage now vs. by type. Icons and thumbnails indicate property types.
Land records look like this:
And House or properties with structures on them look like this:
New Prospects Area
Seller leads (“Prospects”) are now under the “Target Area” section.
Campaign Accessibility
Campaigns can be found in the “Prospects” area.
Offer Requests
Offer requests are located in the “Follow Up” section.
Purchasing Properties
Properties you’re buying are under the “Research” section.
Consolidated Reports
All reports are now in a unified “Analytics” area.
Selling Stages
Selling stages are organized under “Selling,” “Inventory,” “List For Sale,” and “Market.”
New Notes Location
Notes are now under “Owner Financing.”
Terminology Change
Record notes are now referred to as “Comments.”
Your Websites
Access to your buying and selling websites are no longer under a ‘Websites‘ tab but can now be found under ‘Settings> Company Information> Websites‘ in the new interface.
We hope you are as excited as we are about these changes! Let us know your thoughts and feedback here.