What's New

Drop any spreadsheet on Import under the ⋯ menu of Properties, Exclusives, Tenants, Leads, Brokers, Landlords, Investors, Contacts, Deals or Commissions and Lisa AI reads it as-is, no template and no column matching. She turns each row into a record the way she builds a deal from a term sheet: "12k" becomes 12,000, "$4-6k" splits into a budget min and max, "Jane Smith <jane@acme.com>" splits into a name and an email, "hi" becomes High, "Bklyn" becomes Brooklyn, a suite tucked into an address moves to Unit, and a lot in acres is stored correctly. For deals and commissions she also matches each row to your existing records, "123 Main" to the right property, "Acme / John Smith" to the right client, a stage word to your own pipeline stages, and anything she cannot place is listed for you to pick by hand. Rows that already read cleanly go straight through; everything Lisa touched is listed on the review step with her notes, what she matched and how sure she was, and any row can still be skipped. Map columns manually stays one click away.

Not every lease pays a percent of the rent. On a lease deal you can now choose how the commission is calculated, right next to the Deal Terms title: a percent of the rent (as before), a dollar amount per square foot, or a flat fee agreed with the owner. Pick $ per SF on a 23,000 SF lease at $3.00 and the commission is $69,000, ready for the commission record when the deal closes. Existing deals keep calculating off the rent.

Tenants now have a Board view (next to Table and Gallery) that tracks how serious each one is: Pitching, Signed exclusively, Sent spaces, Touring and LOI Placed by default, with the stages renamed, recolored and reordered in Settings → Stages → Tenants. Drag a tenant between columns and it's saved on the spot, with an undo; the same stage shows on the tenant's page. Dropping a tenant into LOI Placed offers to open a deal right there against a property on their shortlist, any other property, or one you create on the spot.

Every list (properties, exclusives, leads, tenants, contacts, brokers, landlords, investors, deals, commissions) now has one consistent way to work on many records at once: pick "Select records" from the ⋯ menu (or shift-click a row), tick rows across pages, then act on them from the bar at the bottom. Add or remove tags on the whole selection without touching the tags each record already has, create records from selected contacts, export selected properties as a Tour Deck or Properties PDF, or set a broker paid date on selected commissions. Press Esc or Done to leave.

Contacts are now real records with their own page (Contacts in the sidebar, under your mailbox): one directory of everyone you deal with, including the people on your tenant, broker and landlord records and those who aren't a record themselves, like attorneys, lenders and architects. The list works like every other list, with search, filters, sortable and customizable columns, and its own set of tags (manage them in Settings → Tags → Contacts); every contact wears three kinds of tag in one row: a solid Tenant / Lead / Broker / Landlord tag for each kind of record it's on (click to open the record), a dashed "Lead?" tag while Lisa still only suggests it (click to create that record), and your own coloured tags, and each contact opens to an editable page with tags, notes, email history and the records it's on; a contact's name on a tenant, broker or landlord is a link with a hover preview. Lisa reads the people who aren't on a record yet and suggests what each should be: the row menu and the contact page offer a one-click Create tenant / lead / broker / landlord that generates that record already linked to the contact (there is no separate review queue any more), and you can tick several contacts to create records in bulk or dismiss anyone who isn't a real contact. When you add a contact to a tenant or lead, the name field now searches your existing contacts as you type (or opens a full search from the magnifier), so picking a person fills in their title, email and phone and links them instead of creating a duplicate; type a new name and it's added to Contacts when you save.

Open each user's page to see what they're carrying right now: listings, tenants, deals at every pipeline stage, and what they've closed this period, all in one row. Click a cell to jump to those deals.

Build on your own data. Create a personal API key in Settings → Integrations → API keys (read-only or read + write) and use it against the new REST API for tenants and leads, spaces and exclusives, deals, brokers, landlords, commissions, and tenant-to-space links, including adding notes. A key acts as you: it can only see and change what you can in the app, and every change it makes shows up in the record's timeline marked as coming from the API. The same key powers a Leasync MCP server, so Claude Desktop, Claude Code, and other MCP clients can read and update your CRM in plain English. Available on the Closer and Veteran plans; docs at leasync.ai/developers.

Admins can now let chosen teammates send email as them. It's off for everyone until an admin turns someone on from the people icon on their connected Google or Outlook card in Settings → Integrations (only admins can grant this; the teammate can be an admin or an agent). Once you've been given access, every email composer (new emails, replies, blasts, and scheduled sends) shows a "Send as" picker; an email sent on their behalf goes out from their connected mailbox with their name and signature, not yours, and they never share their inbox with you. Revoking access also stops any still-queued scheduled emails sent as them.

In the inbox, click any attachment and choose Add to documents. Leasync recognizes who sent it and offers their record, every deal they're part of, and the commission on each of those deals; pick one and the file lands in that record's Documents exactly as if you'd uploaded it there, with a link back in the confirmation. If the sender isn't in Leasync yet you can search for the tenant, broker, or landlord instead, and a file that's already on the record isn't saved twice. Works with Gmail and Outlook.

A new Pursuits widget on the dashboard shows the listings you're chasing: every space you've moved into your pipeline, one line each with its stage, its next follow-up date (hover to set or push it), and the last note you left, sorted by what's due first, and never more than eight rows. Spaces now have a Next follow-up date on their record, and a dated listing also appears in the Follow-ups widget. The full Listings Board is still there if you prefer the columns.

The dashboard has a new Follow-ups widget: one short list of every lead, tenant, landlord, broker, and deal you owe a touch to, soonest first with overdue on top, each with where you left off (the deal's next step, or Lisa's latest note). Hover a row to push the date or tick it done, and View all opens a full page you can filter by type. Landlords and brokers now have a Next follow-up date of their own, next to Last contact, and deals that have a next step but have gone quiet for a few days show up automatically.

When you add a lead, tenant or space, Leasync scores it against everything you already have and drops the strongest fits onto its Opportunities or Prospects list as suggestions, marked with a sparkle. Open the expanded view to see each one's match percentage and why it fits, then approve or dismiss them one at a time or all at once. Suggestions never count as your picks and stay out of share links, decks and reports. Admins turn it on under Settings → Automation (on by default for new teams).

One click sends a closed lease deal to traded.co with the property, terms, brokers, landlord and tenant prefilled from Leasync; you review and edit first, and Traded emails you a proof before anything is published.

Connect your QuickBooks Online company in Settings → Integrations and your commissions keep your books current on their own. Creating a commission adds an invoice in QuickBooks — billed to the landlord for the full commission (or, when the space has no landlord on file, to the building's broker for your share), with one line per installment — and marking an installment received records the payment against that invoice automatically. A QuickBooks badge on each synced commission jumps straight to the invoice.

Alongside Leasync Green, Appearance settings now offer Red, Blue, Purple, Orange, and Turquoise. Each keeps your workspace light and clean and paints the sidebar and accents in your color. Pick one in Settings → Appearance — it's saved per device, so everyone on the team can run their own.

Opt in and Lisa studies emails you've sent — only your own words, never mail you've received — to learn how you actually write, then drafts every email in your voice instead of a generic tone. What it learned is shown to you in plain English in Settings → Automation, where you can edit it, refresh it from recent mail, pause it, or delete it entirely. Private to you, and never used to train AI.

Lead Capture now watches for inquiry emails from Crexi, CoStar, and TenantBase, not just LoopNet. Each one becomes a lead automatically — name, phone, email, their message, and the listing they asked about, matched to your spaces — and every source has its own on/off switch in Settings → Lead Capture. They're on out of the box, and your existing routing choices (straight to Leads or Contacts review, default priority and tags, notifications) apply to all of them.

Instead of exporting a PDF, a tenant's shortlist of opportunities now becomes one live link you can text or email. Select the spaces in the Opportunities view and hit "Generate share link": the tenant gets a clean page — no login — with every space pinned on a map next to a photo gallery, and each space opens to its own page with photos, key details, location, and the documents you've filed on it. The link saves to the tenant's record (a link icon on the Opportunities tab brings it back any time), and regenerating with a different selection updates the same URL — nothing you've already sent goes stale.

The deal page now has the same at-a-glance info bar as every other record, right under the stage. Track when the tenant expects to decide, when they want to move in, and the deal's biggest open concern — the concern shows as a single line that expands on hover, and all three are editable with the rest of the deal.

The Save Listing Chrome extension now has a real Sign in button: click it, log into Leasync in the tab that opens, and the extension stays connected from then on — no more keeping a Leasync tab open in the background. It also now works on Crexi listings, not just LoopNet: open any listing and the same save panel appears, ready to file the space (or whole building) into Leasync.

Organizations with investment sales enabled get a new Investors section for tracking buyers and sellers. An investor is a landlord wearing their buyer hat: mark any landlord as an investor (or add one straight from the Investors list) and they appear there with a Buyer Criteria card — price range, asset types, target markets, cap rate, financing, 1031 status — plus an Acquisitions tab showing every sale deal they're buying or selling in, with its stage. The buyer and seller pickers on sale deals choose from your investors, and anyone already on a sale deal — past or new — is flagged automatically.

Turn on the new opt-in toggle (Settings → Integrations, under your calendar connection) and Leasync reminds you the morning each unreceived commission payment comes due — an in-app reminder plus a matching event on your connected calendar, for every commission you're on.

Leasync now watches your connected inbox for LoopNet inquiry emails and files each one as a lead automatically — name, phone, email, the listing they asked about, and their message, with repeat inquiries added as notes on the existing record. Set it up in Settings → Lead Capture (Closer and Veteran plans): choose whether captured leads go straight to your Leads list or into Contacts review first, pick default tags and priority, see everything it captured in a Recent captures feed, and hit "Scan last 7 days" to pull in anything recent. Each teammate controls capture for their own mailbox. More sources like Crexi and CityFeet are on the way.

Run more than one fully separate business on a single Leasync subscription. Admins on the Closer or Veteran plan can create additional workspaces from Settings → Workspaces, each with its own records, pipeline, mailbox connections, and settings — nothing is ever shared between them. Add teammates to whichever workspaces they belong in (a person in several workspaces still uses just one seat), and everyone jumps between their workspaces from the switcher at the bottom of the sidebar.

The public marketplace got a full refresh: a proper welcome header, Listings and Tenant Requirements as their own shareable pages, photo-first listing cards with the broker's name on every one, and the map pinned alongside the results as you scroll.

The Notes card now works on every "new record" page — leads, tenants, spaces, exclusives, landlords, brokers, deals, and commissions. Jot down notes as you fill in the form and they're saved with the record the moment you hit Create, so nothing you learned during that first call gets lost on the way.

On the new lead page, click the Lisa **Autofill** button and drop — or just paste — screenshots of your conversation with a prospect, from iMessage, WhatsApp, DMs, or email (text and PDF chat exports work too). Lisa reads the thread and fills in the lead for you to review: name and contact info, business concept, size and budget, preferred areas, and requirements like gas or venting. She also writes a short recap of the conversation that's saved as the lead's first note, and the screenshots themselves are kept on the record's Documents so the original exchange stays with the lead.

Admins can now turn whole sections off for their organization in Settings → Permissions → Visible pages: Landlords, Brokers, Deals, or Commissions. A hidden page disappears everywhere for everyone — the sidebar, search, dashboard stats and widgets, fields on other records (like the broker field on a tenant or co-broke options on a deal), imports, and Lisa. Nothing is deleted: closing deals still records commissions quietly in the background, and turning a page back on brings everything back exactly as it was.

Every tenant requirement on the public marketplace now ends with a row of live listings that check every box the tenant asked for — use, area, size, and budget — and every listing shows the active tenants hunting for exactly that kind of space, so you can jump straight from one side of the market to the other. Only true fits make the cut: a listing that doesn't state its size or rent is never counted as a fit for a tenant who asked about them.

Space pages now have a dedicated Tenant tab (next to Deals) for whoever currently occupies the space. Pick the tenant straight from your own tenants & leads list — their name links back to their record — and track their rent, when their lease ends, and any additional notes, all in one place. This replaces the old free-text "Tenant info" box in the sidebar.

A building doesn't have one tenant, it has a roster — so building pages swap the Tenant tab for a Rent Roll tab. Every unit rolls up into one table: the tenant (linked to their record), size, rent, and lease end date, with vacant units called out and totals for occupancy, square footage, and monthly rent at the bottom. Click any row to jump to that unit, or add a new unit right from the tab.

The dashboard's pipeline widget is now the **Leasing Board**, and it has company: a **Sales Board** showing your investment-sales pipeline (for teams with sales turned on) and a **Listings Board** showing the spaces you're pursuing on their way to becoming your exclusives. Add any or all of them from the Add-widget picker and drag deals or spaces between stages without leaving the dashboard.

When a space or a tenant requirement is shared to the marketplace, the record now shows it. A green **On marketplace** pill sits at the top of the page — click it to preview the exact card other brokers see on the public board — and the spaces list marks published spaces with a small globe. Every space and tenant page also gains a **Marketplace inquiries** tab where inquiries from the public board land: reply, archive, or add the sender straight to your pipeline without leaving the record. Not shared yet? The tab has a one-click Share button.

Your team now has three roles: **Admin**, the new **Manager**, and **Agent**. And instead of each collection being just "open" or "private", Settings → Permissions now lets you set exactly what managers and agents can do in every collection — Tenants, Leads, Contacts, Spaces, Exclusives, Brokers, Landlords, Deals, and Commissions. Five levels per collection: **Full access** (see and edit everything), **See all · edit own**, **See all · view only**, **Own records**, and **Own records · view only**. So a manager can see every deal without being able to touch them, while agents only work their own book. "Own" now includes records shared with you — being shared on a record lets you edit it too (deleting stays with the record's creator). Admins always have full access.

Select any spaces on the Spaces (or Exclusives) list and an **Export** bar appears at the bottom. Pick what to make: a **Tour Deck** — the full brand-colored presentation with photos, floor plans, and a map — or a **Spaces PDF**, a clean one-page list of the spaces with their key stats. You no longer have to go through a client to build a deck. The Spaces PDF opens in an editable preview so you can tweak the wording before saving, and you can save it as either a PDF or a Word document.

Every document Leasync generates now offers both formats. On LOIs, invoices, and the Spaces PDF, the **Save** button now opens a small menu to pick **PDF** or **DOCX**; the deals list export and the landlord activity report each offer both too. The Word files come out clean — matching the on-screen document — so you can keep editing in Word or send a PDF as-is.

The in-app Word editor now has a full formatting ribbon. Change font, size, and text color, add a highlight, and use bold, italic, underline, and strikethrough. For marking up an LOI or lease, the new **Redline** tools do it in one click: select text and hit **+Ins** to flag an addition (blue underline) or **–Del** to strike a deletion (red), with **Clear** to remove the markup. You can also set alignment, indent, and drop in a **page break** — and the document now reads as real pages with a ruler and margins instead of one long strip. Everything you style is preserved when you save the new version and opens correctly in Microsoft Word.

For the emails you send over and over, save one as a template and drop it back in with one click. In the Workspace composer, hit **Templates** next to the message box: pick a saved template to fill the subject and body instantly (your signature stays put, and anything you've already typed in the subject is kept), or choose **Save current email as template** to store whatever you've written. **Manage templates** lets you rename, edit, or delete them anytime. Templates are private to you.

An investment-sales deal now shows only what a sale needs: the property, the buyer and seller, the total consideration (sale price), and the commission total — paid in full at closing. Lease-only clutter is gone from sales deals — no rent terms, no annualized breakdown, no "waiting on" toggle, no Generate LOI. And a sale's invoice reads like a sale: Property, Buyer, Seller, Total Consideration, and Commission Rate.

National (USA) brokerages can now title a listing — "Lakeside Commons — Pad 3" instead of leading with the street address. When creating or editing a space, click **+ Add title** above the address; the title becomes the big name field and the address slides over next to state, zip, and city. Once set, the title is how that space appears everywhere — the spaces list, the map, deal and commission pages, pickers, and search (which matches both the title and the address). Spaces without a title work exactly as before.

Connect Granola (Settings → Integrations → Meetings) and your recorded meetings feed straight into your agenda. Every time you sync, Lisa also reads your recent Granola meetings, turns the real next-steps into tasks, and links each to the tenant, broker, or landlord it's about — right alongside your pipeline and inbox. Meeting tasks carry a **Granola** badge in the review, so you can spot them, reword them, or drop them before they're saved.

When you add several leads at once to a space's shortlist, hit the new **Auto-match to this space** button and Leasync scores every lead against the listing — budget, size, use, area, and gas/venting needs — then lists them ranked with a match % and the reasons it matched. The strong matches come pre-checked, so you glance down the list, uncheck any you don't want, and add them all in one click.

On any space or exclusive, open the **Leads** tab and hit the new export button to download a clean, branded PDF you can send straight to the landlord. It lists every prospect you've worked — who was contacted, who toured, when, their status, and your notes — with a summary line and your company logo up top. Proof you're working the listing, without exposing any tenant's private budget or size criteria.

Select a batch of brokers, hit **Ask Lisa**, and tell her what to do in plain English — "pull their full names from their email signatures", "find their phone numbers", "find the company they work at". Lisa reads each broker's recent emails, proposes the fixes broker-by-broker, and you approve them all in one pass. Nothing is saved until you say so.

Any standalone space or exclusive can now be filed under a building after the fact from its ⋯ menu. Pick the building and the space becomes one of its units — no re-creating the record. Units already under a building can be moved to a different one or pulled back out to standalone.

The Spaces Kanban board now opens with an Unassigned column holding every space that isn't in your pursuit pipeline yet. Drag one straight into a stage instead of opening its record to set the stage by hand. Rename or recolor the column in Settings → Space Stages.

Open any broker and, right at the top of their record, Lisa keeps a short plain-English note on where things stand — what's live between you, the momentum, and the one thing worth doing next. She writes it from your recent email with that broker and quietly refreshes it in the background whenever you exchange new messages, so you glance at the record and instantly remember the state of play. (Part of Lisa's background automation on the Veteran plan; you can set how often it runs, or turn it off, in Settings.)

Every email you compose or reply to in the Email workspace now has a **Draft with Lisa AI** button next to the message. Click it on a reply, or on a new email to someone already in Leasync, and Lisa drafts the whole thing for you on the spot — reading the conversation so far and pulling in what you know about that tenant, lead, broker, or landlord — then drops the finished draft straight into the message. Nothing sends until you say so. Once there's a draft, the button becomes **Edit with Lisa AI**: open it, tell her in plain English how to change things ("make it warmer and push for a tour this week"), and she rewrites it. Writing to someone new who isn't in Leasync yet? Lisa just asks what you'd like the email to say and takes it from there.

Open the Agenda and Lisa now greets you with a plain-English read on your day — how many tasks are overdue, what's due today, and how many unread notifications are waiting — and points you at the best place to start. Right below sit four at-a-glance tiles counting your **Overdue**, **Due today**, **Upcoming**, and **Unread** items, so you can size up everything on your plate the instant the page loads. Your task list and activity feed sit neatly beneath, side by side.

Brokers and landlords now carry a High / Medium / Low **priority**, just like your tenants and leads. Set it right from the list — click any priority cell and pick a level to update that row on the spot — see it color-coded at a glance, and filter the list down to just your high-priority contacts. Both lists also got the same **Columns** control your other lists have: click **Columns** to add, remove, and drag-reorder which fields show — priority, office address, last correspondence, tags, and more — and your layout is remembered per list.

**Prepare deck** now builds a true multi-slide tour book in your firm's branding instead of a one-page table: a branded cover, a properties-at-a-glance summary with a numbered pin map, and photo, floor-plan, and detail slides for every space, with your logo up front and your contact block on the back page. And you're not limited to spaces already in Leasync — drop other companies' listing flyers into the deck builder and Lisa reads each one, pulling out the photos, floor plans, and key facts while leaving the other firm's look behind. You review everything — reorder spaces, pick photos, fix any numbers — before the deck is generated, then it flows into the same save-and-email step as before.

On a tenant, the Opportunities tab now has an **Add several** button so you can pick a whole batch of spaces at once instead of adding them one at a time. Expand the list, tick the ones you want to send, and hit **Share deck**: Leasync builds the PDF deck, saves it to the tenant's documents, and opens a ready-to-go email — addressed to the tenant with every contact on the record CC'd and the deck already attached. When you send it, those spaces are automatically marked as shared. Each opportunity now also shows an **In deck** tag once it's been included in a deck, kept separate from "shared" so a quick text to a tenant and a formal deck are tracked independently.

Anywhere you write an email — the Email workspace, the Email tab on a tenant, broker, or landlord, and the space Email Blast to your leads — you can now click the clock next to **Send** to pick a time and have it go out later. Choose a quick option (later today, tomorrow morning, Monday morning) or set an exact date and time. A new **Scheduled** view in your Email workspace lists everything waiting to go, where you can reschedule or cancel any of it before it sends. Scheduled blasts queue up one email per client for the same time, just like sending now. If a scheduled email can't send (for example, your mailbox got disconnected), you'll get a notification so nothing goes out silently.

You can now post a tenant, lead, space, or exclusive straight to the broker Marketplace from its **⋯** menu. For a tenant or lead, only their *criteria* go out — use, size, budget, areas, and requirements — never their name or contact details, so their identity stays private. For a space or exclusive, you can also pick one photo or PDF already on the record to attach as the flyer, chosen from a thumbnail grid. Your own contact info is attached so other brokers can reach you.

Your dashboard can now show what you *actually* pocket on your deals, not just the gross. Customize your dashboard and add the **Take-Home Commission** stat (for this month, this year, or all-time) to see your real cut after the co-broke deal split and your personal payout split are taken out. Admins can view it for the whole team or drop into any one agent with **View as**.

The Commissions page now shows three running totals at the top of the page — **Total Received**, **Total Incoming**, and **Total Overdue** — so you can see how much commission money is in the bank, still on its way, and past due across all your commissions without adding it up yourself.

The Deals page now has an **Export** button that turns whatever's on screen into a clean, printable PDF. In list view it exports the deals on the page exactly as you've filtered, searched, sorted, and columned them; in kanban view it exports every deal grouped under its stage. Works for both the leasing and sales pipelines.

Brokerages that do investment sales can now run a second deal pipeline built for it. Turn on **Investment sales** in Settings → General and your Deals page gains a **Leasing / Sales** switch. The Sales pipeline has its own customizable stages and is built around how a sale actually works — the property, the seller and buyer, sale price, cap rate, NOI, price per unit and per SF, and the closing timeline — with commission figured as a straight percentage of the sale price. Your leasing pipeline stays exactly as it is.

There's now a **Publish Your Own Listing or Tenant Requirements** button on the Marketplace. Fill in a quick form for a space you're marketing or a tenant you represent, drag in any flyers, term sheets, or photos, and post it to the broker network on the spot. If you're not signed in yet, you'll be prompted to create an account first, then your post goes live.

Brokerages that work as master brokers can now switch to the **Master Broker** model in Settings → General → Broker model. It prices deals off the same year-by-year rate ladder as the standard model, with one difference: free rent comes off **year 1** in full instead of being spread across the lease. Every account stays on the standard **NYC Broker** model unless you switch it, so nothing changes unless you choose it.

Admins can now add a member without using up a paid seat. In Settings → Members, click **Add member** and turn off **Give them a login** to create an agent-only roster entry — someone you can assign to deals, listings and commissions without paying for a login. A new **Seat** column shows who's seated and who isn't. When you're ready, open that person's profile and **Grant seat** (it uses one of your purchased seats and emails them an invite to set a password); you can **Revoke** a seat just as easily to free it up. You can only ever seat as many people as your plan pays for, but you can keep as many roster agents as you like.

Add your Agenda straight to the dashboard (Customize → Add widget → Schedule) to keep your Lisa-built to-do list in view alongside your stats and pipeline. Check items off (and reopen them), expand what you've completed, and click any task to jump straight to the record or open its email — all without leaving the dashboard. It's a working view of your agenda: Lisa still builds and refreshes the list over on the **Agenda** page, so there's no Sync here, just your day at a glance.

The Inbox page is now **Agenda**. Hit **Sync** and Lisa scans everything across your Leasync — stalled or waiting deals, leads and tenants due for a follow-up, overdue and upcoming commission payments, your reminders, and now **your recent inbox emails** — then hands you a short, prioritized to-do list for the next couple of days, each item linking straight to the record. Email tasks open the message **right inside Leasync**, with the sender's CRM context above it, so you can read and jump to their record without leaving. It only runs when you ask it to. Each sync is **incremental** — it only looks at what's happened since your last one, so it's quick and never rehashes what you've already handled. Check things off as you go: it works like a living task list, so the next sync keeps what you've already done and never resurfaces what you've dismissed, instead of starting from scratch. Your notifications sit right beside the agenda — the two share the page side by side, so it's all in view at once instead of one long scroll.

Open a tenant, lead, space, exclusive, landlord, broker, deal, or commission and choose **Lisa Autofill** from the ⋯ menu. Type or paste anything you know, **attach up to 3 documents** (PDF, Word, or images like an LOI, flyer or screenshot), or have Lisa scan the right emails for that record — then she suggests the moves you'd make yourself, and you approve each one in a single review list (nothing happens until you do). What she can do is tailored per record: tenants and spaces can update fields, add a note, set a reminder, draft an email, link a space/tenant, and even start a deal; landlords and brokers get field updates, notes, reminders and drafts; deals get their lease terms updated plus notes/reminders/drafts; commissions get reminders and email drafts. Her email scan is smart per record — for a space she reads emails that mention the address or are with its landlord/broker; for a deal or commission, emails about that space with the tenant, co-broker, or landlord. Approved drafts open in the composer (with your signature), and any documents you attach are saved straight to that record's Documents — and landlord & broker pages gained a **Documents** tab so attachments have a home. (For tenants this also replaces the old "Enrich Record" option.)

The Spaces tab now has a Kanban board (next to List and Map) for working a general space toward becoming your own exclusive — Identified, Owner Contacted, Pitching, Agreement Out, and more. A space joins the board when you set its stage on the space's page; spaces you haven't staged stay off the board. Drag a space between columns to move it along. Admins can rename, recolor, reorder and add these stages in Settings → Customization, just like deal stages. Setting a space to the final **Exclusive** stage confirms and promotes it into your Exclusives — and the **Promote to Exclusive** option in the ⋯ menu still works the same as before.

A global search bar now sits at the top of the sidebar, above Dashboard. Start typing and it searches all your pipeline collections at once — tenants, spaces, landlords, brokers, deals and commissions — and shows matching records grouped by type. Click a result (or use the arrow keys and Enter) to jump straight to it. Press ⌘K (Ctrl+K on Windows) from anywhere to focus it.

Generating an invoice from a commission now opens a polished, real-looking invoice document you can edit on the spot — brokerage letterhead, the landlord billed automatically as the paying party (pulled from the space's landlord), a lease summary (property, tenant, term, base rent, commencement), itemized line items you can add or remove, a clear Total Due, and a full payment schedule showing each installment's due date, amount and Paid/Due status — with overdue installments flagged in red and a running **Total overdue** so outstanding balances jump out. Tweak anything you like, then hit **Save as PDF** — the finished invoice downloads to your computer and is attached to the commission. It's no longer a fixed PDF you can't change.

On the public market board, picking an area from the **All areas** filter now shades that neighborhood's real boundary on the map and zooms in to focus on it, so you can instantly see exactly where the listings sit. Covers NYC neighborhoods (including broker shorthand like "LES" or "Wburg"); anything outside that still highlights around the matching listings.

On any tenant or lead page, open the **⋯** menu and choose **Update with Lisa**. Lisa reads your most recent emails with that person and proposes updates to their record — things like their use, concept, size and budget range, preferred areas, term, requirements, contact phone, plus a short note capturing new context. You review every suggestion in a dialog (each shows the current value next to the proposed one), check the ones you want, and nothing is saved until you apply them. Available on the Closer and Veteran plans with a monthly allowance.

The Calendar page is now a fully native calendar that matches the rest of Leasync, instead of embedding Google's or Outlook's own calendar in a frame. Your connected Google and Outlook events show up directly here — color-coded by source — with **Week** and **Month** views, a Today button, and arrows to step through time. Click any event for a popover with its details and a button to open it in Google or Outlook, and when both calendars are connected you can toggle each one on or off. Click a day in Month view to jump into that week.

On the new deal page, click the Lisa **Autofill** button next to "Create deal" to open a dialog where you drag and drop (or browse for) an LOI, term sheet, or proposal (PDF or Word). Lisa reads it — showing her progress as she works — and fills in the deal terms for you: rent, term, free months, escalation, key money, and lease terms like possession, security, and guaranty, so you just review and save instead of retyping. It works with any layout, since every brokerage's template is different.

Opening a teammate from Settings now lands on a full, redesigned profile built for admins. From one page you can edit their info, change their role and house split, archive or restore them, send a password reset link, and delete them.

Open Leasync from your home screen and you'll get a proper mobile experience: a tab bar along the bottom puts Home, Inbox, Tenants, and Spaces one tap away, and a More button opens everything else (Deals, Calendar, Lisa, Commissions, Settings, and more) in a slide-up panel. Desktop is completely unchanged.

Settings → Data Import now has a "From your email" option. Lisa scans the people you've actually emailed and sorts everyone for you — brokers, landlords, tenants, and leads pre-filed, junk like vendors and newsletters pre-skipped. Before anything is saved, a review screen shows her full sorting so you can move or drop anyone (individually or a whole group at once), type a name for contacts that came in without one, or cancel the run entirely — then everything lands in the right place. Records she files are tagged "Lisa," so you can always see (or undo) exactly what came from an import — and contacts without a real name are never saved as records; they wait in Contacts instead. Run it again any time: each run remembers the last one and only looks at email sent since.

When you open an email from someone who's already a Tenant, Lead, Broker, or Landlord in Leasync, a strip above the message shows who they are with quick context — priority, last contacted, budget, and their latest deal for tenants and leads; company and listing count for brokers and landlords — with a one-click jump to their record. If the sender isn't in Leasync yet, the same strip lets you add them as a Lead, Tenant, Broker, or Landlord in one click (Lisa highlights her best guess), without leaving the inbox.

The home dashboard has been rebuilt from the ground up. Click **Customize** to drag widgets around, resize them, and add or remove exactly the cards you care about — your layout is remembered for next time, and **Reset** brings back the default at any time. Choose from a wide catalog: individual stat tiles (leads, tenants, commissions, square footage and more), the pipeline board, commission payments, your upcoming schedule, top clients, and brand-new charts for commission trend and deals by stage.

Every record's Notes card now has a Reminders tab. Set yourself a reminder with a date and time (for example, "Call to ask about their finances" for tomorrow at 8 PM) and you'll get a notification in your inbox — and a push notification on your devices — at that exact time. Clicking it takes you straight to the record. Reminders are private to you.

Admins can now edit the kanban columns from Settings → Deal Stages. Rename stages, add or remove columns, reorder them, and pick a color for each. Mark one stage as "Closed / Won" (the one that triggers commission creation) and one as "Dead / Lost" (the collapsible column). Existing stages stay exactly as they were, so nothing changes until you customize.