What’s New in Release 2025.5

Version 2025.5 was released on October 16th, 2025.

What’s New in Release 25.5 

  • Smarter Deal Filtering Based on Updated Preferences

    • Smarter Deal Matching: Client Portal users can now streamline their active deal list by automatically removing deals that no longer match their updated preferences, keeping their pipeline relevant and aligned.

    • Actionable Prompt: When preferences are updated (property, loan, or lending criteria), users are prompted to opt out of mismatched deals with a clear Yes/No choice, making the process quick and transparent.

    • Clean Decline Tracking: Declined deals are accurately recorded with a reason tied to the user (or Insight Admin, when applicable), and users will no longer receive updates on those deals.

    • Insight Admin Support: Insight Admins can now manage investor preferences on their behalf and remove them from non-matching deals, giving teams more control and accuracy over investor engagement.

  • Cleaner State Data for U.S. Users

    • No More Forced “N/A”: Users in the U.S. will no longer have “N/A” automatically assigned as their state when one isn’t provided. This keeps user data cleaner and more accurate.

    • Improved Import and Registration: Whether creating users manually, importing via spreadsheet, or users are self-registering, the system now allows a blank state value for U.S.-based users.

    • Updated System Defaults: Existing users with “N/A” as their state have been updated to blank. “N/A” has also been removed as a valid state option for U.S. users in user, company, and team settings.

    • Context-Aware Logic: “N/A” is still available for users whose country is not set to the United States, preserving flexibility for international data.