REIBLACKBOOK Release Notes - Nextmy

2.9.0 Task Templates Revamp & Other Updates

April 14, 2026
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New

Template Management

  • View and manage all templates
  • Search, filter, and sort templates
  • Duplicate existing templates
  • Delete templates with confirmation

Template Builder

  • Create and edit templates
  • Manage sections (add, edit, reorder)
  • Add and organize tasks
  • Create subtasks within tasks

Use Template

  • Select templates via Template Picker
  • Preview template before applying
  • Choose optional start/end dates
  • Apply template to create tasks

Improved

  • Deal Pipelines now support Filters and Sorting
  • Ability to mark a pipeline as default
  • File support added for contact fields
  • Ability to view imported properties from Import History
  • Deal Detail Page now has toggle for deals/properties notes
  • Help & Support link added in ListHQ
  • Improved validation handling in forms
  • Motivation tags renamed to Lead Types

Fixed

  • Launchpad state now behaves correctly after skipping onboarding
  • List save confirmation no longer shows incorrect "0" value
  • Print Letters download works without access issues
  • External links in Property Blaster now function correctly
  • Home icon displays correctly across screen sizes
  • Sorting toggle now works correctly on first interaction
  • Task due dates no longer shift due to timezone differences
  • Properties now appear correctly in map view (Prospecting module)
  • Template updates no longer show incorrect error messages
  • General stability improvements and minor bug fixes across modules
2.8.1 Bug Fixes & Improvements

April 03, 2026
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Improved

  • ListHQ — Cleaner UI/UX with better sidebar spacing, dropdown behavior, and overall layout consistency
  • Improved reliability of data appearing immediately after import without requiring a refresh
  • Enhanced validation and error handling for unmapped or empty import fields
  • Improved AI help text and more consistent navigation across prospect and property views
  • Added search functionality within the properties tab in prospect details
  • Aligned annual plan pricing and reactivation modal with Figma designs

Fixed

  • Subscription handling and skip tracing logic issues for paid plans
  • Owner, property, and motivation tag import issues
  • 404 errors and crashes in prospect, owner, and property navigation
  • Errors in A2P registration and payment method workflows
  • Incorrect feedback shown for declined cards
  • Lease/rental rate and deal source fields missing
  • ListHQ EULA link issues
  • CRM usability issues including freeze column functionality
  • Upsell coupon validation and charge preview
  • Import preview and mandatory field validation
2.8.1 Bug Fixes & Improvements

April 02, 2026
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Improved

  • ListHQ — Cleaner UI/UX with better sidebar spacing, dropdown behavior, and overall layout consistency
  • Improved reliability of data appearing immediately after import without requiring a refresh
  • Enhanced validation and error handling for unmapped or empty import fields
  • Improved AI help text and more consistent navigation across prospect and property views
  • Added search functionality within the properties tab in prospect details
  • Aligned annual plan pricing and reactivation modal with Figma designs

Fixed

  • Subscription handling and skip tracing logic issues for paid plans
  • Owner, property, and motivation tag import issues
  • 404 errors and crashes in prospect, owner, and property navigation
  • Errors in A2P registration and payment method workflows
  • Incorrect feedback shown for declined cards
  • Lease/rental rate and deal source fields missing
  • ListHQ EULA link issues
  • CRM usability issues including freeze column functionality
  • Upsell coupon validation and charge preview
  • Import preview and mandatory field validation
2.8.0 Powering Your Pipeline: Properties, Prospect Lists & Smarter Data Imports

March 19, 2026
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New Features

Properties Module

A centralized place to manage and analyze property data.

  • All Properties View
    • Advanced filters and customizable views
    • Export functionality
  • Property Detail Page
    • Deals tracking
    • Comparable properties (Comps)
    • Notes and Tags
    • Motivation Tags
    • Owner information

Property Import (CSV)

  • Import property data directly via CSV
  • Enhanced Import Experience:
    • Preview before import
    • Column mapping
    • Duplicate handling
    • Data source selection
    • Tag assignment options

ListHQ Property Leads Integration

  • Import property leads with advanced filtering:
    • Motivation criteria
    • Geographic filters (State, County, ZIP)
  • Access enriched data:
    • Owner details
    • Skip-traced contact data
  • Additional Capabilities:
    • Duplicate handling
    • Option to create a Prospect List during import
  • ListHQ Add-on Plans Available:
    • Core
    • Growth
    • Scale

Prospect Lists

Organize and manage targeted property outreach.

  • Create Prospect Lists via:
    • CSV property import
    • ListHQ imports
    • Existing properties in the system
  • Key Capabilities:
    • Basic outreach functionality
    • Centralized property and owner management
  • Tabs within Prospect Lists:
    • Overview
    • Properties
    • Owners
    • Notes
    • Map

Notifications

  • Notifications for import success to keep users informed
2.7.0 A2P Registration Form (New UI)

March 03, 2026
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We’re excited to introduce the updated A2P Registration Form, featuring a refreshed interface designed to improve clarity and streamline the overall registration workflow.

Key Updates

Enhanced User Experience

  • The form is now divided into clearly structured sections for easier navigation:
  • General Info
  • Address
  • Business Details
  • Contacts
  • Brand Review
  • Campaign Type
  • Message Flow
  • Sample Messages
  • Final Review
  • Each section displays a green checkmark once all required fields are completed, providing instant visual confirmation.
  • Improved progress tracking helps ensure no mandatory fields are missed.
  • Users can quickly identify which sections are complete and which require further attention.
2.6.0 (Deal Details → Tasks Tab Enhancements)

February 23, 2026
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We have significantly enhanced the Tasks Tab within Deal Details to improve organization, collaboration, and overall task management.

Sub-Tasks Support

  • Tasks now support sub-tasks
  • Break larger tasks into smaller, actionable items
  • Create, edit, and delete sub-tasks within a parent task

Attachments in Tasks

  • Add file attachments directly to tasks
  • Keep relevant documents and context centralized within the task

Collaborators (Watchers)

  • Add Collaborators to tasks
  • Collaborators act as watchers and receive task-related notifications
  • Improves visibility and cross-team coordination without changing task ownership

Task Sections & Organization

  • Add, edit, and delete custom sections
  • Add tasks directly within specific sections for better workflow organization

Default “Ungrouped Tasks” Section

  • System-generated default section
  • Cannot be edited or deleted
  • Users can add tasks inside this section
  • Tasks created without a selected section automatically appear under Ungrouped Tasks

Templates

  • Import predefined section and task structures using Use Template
  • Preview templates before applying
  • Search templates easily
  • Pagination support for browsing multiple templates

Task Visibility & Filtering

  • Filtered views: Overdue, Due Today, Completed, and All Tasks
  • Column Settings to customize the task table layout

Improved

  • Users can now reorder property images in the Marketing Tab on the Deal Details Page
  • Contact roles are now visible on their associated deal cards
  • Primary and other sellers are automatically added as optional participants in “Meeting with Seller”
  • Deal creation flow improved — no need to search again for a newly added contact

Fixes

  • Clicking on Title Reps now opens the associated contact record correctly
  • Deal Listing - Source option added in the Advanced Filter
  • Fixed a screen freeze issue in legacy Task view
  • Accidental redial is prevented when a call ends simultaneously
  • Text fields and Activity card display correctly without overlapping
  • Additional minor bug fixes and improvements
2.5.0 REI BlackBook – Onboarding & Launchpad

March 03, 2026
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We're excited to launch the new Onboarding & Launchpad experience, designed to get users set up quickly, automate workflows, and maximize deal management efficiency.

Key Updates

Onboarding Experience

  • Guided setup helps users define goals, configure lead intake, and activate core features.
  • Users can select or skip goals, and resume where they left off at any time.
  • Sample contacts, pre-configured websites, and templates are provided for a smooth start.
  • Progress is tracked on the Launchpad foundation screen (completed, skipped, or pending steps).
  • Want to move faster? Join a live Success Session to see real deal flows and tips.

Your Machine Is Installed

  • Core systems like pipelines, websites, and sample contacts are pre-configured.
  • Provides a foundation for automation, lead capture, and workflow execution.

Bring Your Machine to Life

  • Leads are automatically created and added to your pipeline.
  • Automation triggers follow-ups, assigns tasks, and updates deal stages.
  • Deals progress seamlessly from New Opportunity → Closed Won without manual intervention.

Protect Your Communication

  • Control your branding, logos, and contact info across all messaging channels.
  • Ensure outbound texts and emails comply with carrier regulations and avoid spam folders.
  • Import and centralize existing contacts for streamlined communication.

Increase Speed and Leverage

  • Enable instant alerts for calls, texts, tasks, and system updates.
  • Mobile app access allows managing leads and appointments from anywhere.
  • Sync tasks and appointments to calendars, assign roles to team members, and leverage automation to reduce manual work.
  • Live onboarding sessions and in-app support ensure fast adoption and confidence.
2.4.1 (Deals Bug Fixes)

January 22, 2026
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Improved

  • Cleaner layout and improved text alignment in the right side panel of transition modals
  • Improved performance and faster response when saving deal updates

Fixed

  • File fields displayed raw HTML in custom tabs instead of the selected file
  • Offer status did not update correctly without refreshing the page
  • Preliminary & Title status cards showed incorrect data and disclaimers
  • Tasks created from status changes did not appear in the To-Do list
  • Workflow icons did not appear across deal views
  • File uploads and display were inconsistent across deal fields, seller sheet, and custom tabs
  • Sale price and other deal values were not displaying correctly on property website and listings
  • Meeting cards automatically added participants without user selection
  • Optional fields incorrectly showed “Required” in the helping text
2.4.0 (Deal Overview Page)

January 07, 2026
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New

Deal Overview Tab Revamp

  • Timeline view of Deal Status lifecycle
  • Pre-built cards have been introduced for the following statuses in Seller Lead Deal Type:
  • New Lead
  • Contact Attempted
  • Contact Made
  • Meeting(s) with Seller
  • Needs Follow-up
  • Analysis & Estimating
  • Preliminary Title
  • Offer Made / Accepted / Rejected
  • Dead Lead
  • Pre-built cards have been introduced in Wholesale, Fix & Flip, and Rental:
  • Under Contract
  • Title Open
  • Title Issue
  • Clear to Close
  • Closed

Deal Status Transition Modal

  • Trigger Workflow
  • Add Note
  • Create Task

Deal Settings

  • Ability to bind workflow with a Deal Status
  • Deal fields now support conditional actions for single/multi-select
  • Title companies can now be added

Deal Notes

  • Tag team members using @, and they’ll receive a notification

Contacts

  • Ability to assign the Title company to contacts having the contact type “Title Rep”

Improved

  • Meetings Form: Added new option — Phone Call
  • Deal Roles & categories updated
  • Set Default Marketing profile
2.3.0 (Deal Listing & Meeting Calendar)

November 14, 2025
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New

1. Deal List View Enhancements

Advanced Filters are now supported.

Deal Actions

You can now perform the following actions on individual deals directly from the List View:

  • Create Task
  • Add Tab
  • Add Note
  • View Contact Source
  • Add/Remove Tag
  • Block/Unblock Number
  • Update Opt-In/Opt-Out Status
  • Update Field
  • Trigger Workflow
  • Stop Workflow
  • Edit Deal
  • Archive/Unarchive
  • Delete Deal

Bulk Actions

Several of these actions can now be applied to multiple deals at once through bulk selection.

2. View Switching

You can now seamlessly switch between Pipeline View and List View.

Meeting Calendar

Calendar support has been added for Meetings, enabling smoother scheduling and visibility.

Fixed

  • Resolved issues related to Add Property and Dialer role-change.
  • Removing the last deal type no longer auto-selects all deal types.
  • Fixed disabled update buttons and sub-modal inconsistencies.
  • Activity tab now displays correctly after running the Create Deal workflow.
  • Meeting default location is now auto-selected as intended.
  • Fixed pipeline search auto-clearing, label overlaps, blank workflow pages, and contact info showing on unrelated screens.
  • Repair List: corrected default sections, conditional logic, and missing custom groups.
  • Workflow-triggered activity cards, merge fields, and Tag Step “Remove All” toggle now function correctly.
  • Resolved the “No contacts selected” error when triggering workflows.
  • Smart Routing filters, saved values, and role options now behave as expected.
  • System deal fields have been restored in merge field dropdowns.

Improved

  • Amortization Calculator can now be accessed from top navigation bar.
  • Minor improvements across Pipeline, Modals, Dropdowns, Repair List, and Field Interactions for a smoother user experience.
2.2.1 (Fixes)

November 05, 2025
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Improved

  • Editing or removing system-defined options for single- and multi-option fields has been restricted.
  • Stripe: Added support for a new card type.
  • Zapier: Added property fields to contact actions.

Fixed

  • Workflow triggering twice despite validation on contact.
  • Repair List: Added group to default categories for clarity.
  • Text and RVM activities not associated immediately after cutoff time trigger.
  • Add Tab Step Issues — deal radio resets selection and seller sheet tab visibility mismatch.
  • Update Field Step — deal radio and field value not displaying properly when reopening workflow.
  • Deal activity for webhook responses returning an error.
  • Deal fields disappear after editing any field.
  • Wicket: Smart listing type search broken on websites.
2.2.0 (Deals v2)

October 10, 2025
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New

Contact Details

  • Create a new deal directly from the contact record.
  • Delete an existing deal.

Pipelines

  • Add or remove deal types while customizing a pipeline.
  • Freeze the left panel to make status mapping easier.
  • Visual dropzone indicators for mapping deal statuses.
  • Restrict editing of system pipeline titles.
  • Display deal type names alongside statuses during mapping.

Deals

  • Reorder deal statuses for better organization.
  • New List View with filters and customizable columns.
  • Archive deals and view them in a dedicated archive list.
  • Updated deal types, statuses, and pipeline stages.

Workflows

  • Support for deal workflows (legacy view).
  • Trigger workflows and view active or paused ones directly from the Deal Detail Page.
  • New "Create Deal" workflow step available in Contact Workflows.

Improved

  • General performance and usability enhancements across Deals and Pipelines.
2.1.0 (Deals v1)

August 15, 2025
▾

New

Deal Settings

The Deal Settings area now includes a centralized configuration hub for all deal-related customization, giving you complete control over how deals are organized, categorized, and displayed.

Deal Fields

  • Predefined set of default deal fields.
  • Add, edit, or delete custom fields to capture specific property or transaction details.
  • Group fields into logical sections (e.g., Financial Information, Property Condition).
  • Fields appear in the Deal Details view under relevant custom deal tabs.
  • Fields can be used to get information while transitioning status of a deal. This configuration is done from Deal Types.

Deal Tabs

  • Configure and reorder tabs displayed within the Deal Details page.
  • Delete unused tabs to streamline navigation for your team.

Deal Types

  • Predefined default deal types include Seller Leads, Fix & Flip, Rental, and Wholesale.
  • Create and manage your own custom deal types.
  • A deal type can have its own set of Statuses (aka deal lifecycle).
  • Define fields that need to be collected on Status Transition.
  • Define the Workflow that needs to be run on Transition (Coming Soon).

Deal Tags

  • Create a tagging taxonomy to classify deals (e.g., “Hot Lead,” “Follow-Up Required,” “Investor Ready”).
  • Tags are visible in the Deal Details page for quick identification.

Seller Sheet

  • Structured form linked to each deal for capturing seller motivation, occupancy, mortgage details, property condition, offer type, and financial info.
  • Supports custom sections for specialized data capture.
  • Directly editable within the Deal Details Overview tab.

Repair List

  • Itemized breakdown of required repairs, including cost estimates.
  • Supports category grouping (e.g., Interior, Exterior, Plumbing, Electrical).

Pipeline

The Pipeline view provides a Kanban-style visual representation of deals, making it easy to track progress across different stages.

  • Multiple Pipelines: Create separate pipelines for different business processes or deal types.
  • Custom Stages: Define stage names and order to match your business flow.
  • Drag & Drop Card: Easily drag and drop cards between stages and pick statuses if multiple are bound to a stage.
  • Stage Counts: View the number of deals per stage at a glance.
  • Customization Menu:
    • Options to duplicate or delete pipelines.
    • Configure deal rotting settings and color bindings.

Deal Cards

Each Deal Card is a snapshot of a deal with instant access to key information.

  • Displays deal name, photo, address, key attributes (beds, baths, sqft), price, deal type, and creation date.
  • Shows contact avatars for primary and associated contacts.
  • Displays lead source (e.g., Direct Mail) and status tags (e.g., New Lead, Need Follow Up).
  • Embedded action icons for calling, sending SMS or email, and opening deal details.
  • Deals display badge counts to show deal aging.

Deal Details Page

The Deal Details page is the hub for all information related to a single deal.

  • Overview:
    • Revenue Projection: Displays purchase price, holding cost, rehab cost, selling cost, ARV, and projected revenue.
    • Seller Sheet: Shows seller motivation, occupancy, mortgage info, property condition, offer type, and financial info.
  • Property Details: Includes all property attributes and image upload/remove options.
  • Comps: Comparative market analysis.
  • Repair List: Cost and task breakdown for repairs.
  • Analyzer: ROI and profitability calculations (Coming Soon).
  • Files: Attach and view deal or property-related documents.