What changed in RETM Solutions

New and improved

• Association staff reports reuse the web report reader and show category/status totals.
• Committee requests retain their original reference across app restarts.
• Recovery checks the current committee appointment before retrying.

Fixes and cleanup

• Committee and event authorization failures clear the parent member workspace.
• Encrypted recovery cleanup verifies that saved content is gone.
• Reports discard partial totals and late responses from previous associations.

New and improved

• Members open a fresh authorized published copy within each association.
• Staff can publish or withdraw approved minutes with a separate permission.
• Staff and Admin can browse publication decision history.

Fixes and cleanup

• Context changes and denied access clear prior association content.
• Uncertain publication saves require reload before another decision.
• Inactive boards cannot publish new copies, but staff can withdraw existing copies.

New and improved

• A separate staff permission controls publication and withdrawal.
• Draft amendments stay private while the previously published approved copy remains available.
• Members can read published copies in their association dashboard.

Fixes and cleanup

• Publication rechecks meeting and staff revisions atomically.
• Revoked memberships and withdrawn copies cannot retain access through a new read.
• Minutes print paragraphs stay together where possible; real-browser and physical printing acceptance remains open.

New and improved

• Draft, approved and restricted copies carry clear labels.
• Amendment references and recorded approval remain with the minutes.

Fixes and cleanup

• Each print checks current access and the displayed revision.
• Changed or denied records cannot print; obsolete requests are cancelled on context changes.

New and improved

• Each association starts with a separate event editor and registration selection.

Fixes and cleanup

• Requests are cancelled on context changes and late responses are discarded.
• Event, member and history selections cannot remain from the previous workspace.

New and improved

• Summarize all matching roster pages by membership category and status.
• Refresh before preparing a CSV with record revisions and read times.
• Staff member pickers can read the authenticated roster collection.

Fixes and cleanup

• Failed or interrupted reads do not leave partial totals or export links.
• Changed filters discard old results and prepared downloads.
• CSV generation is tested; real browser download and authenticated production acceptance remain pending.

New and improved

• Retain source exports, map columns and review exact member matches in batches.
• Preview combined allowances, record exclusions and apply audited corrections.
• Association staff can manage benefits and member usage in the native app.

Fixes and cleanup

• Interrupted requests recover without consuming the same imported usage twice.
• Source corrections preserve earlier records and adjust related allowances together.
• Real-export acceptance, deployment, updated signed apps and device verification remain pending.

New and improved

• Staff define benefit periods, eligible membership categories and usage allowances.
• Record confirmed usage, review audit history and void mistakes with a reason.
• Members can review their benefits and usage in the dashboard and RETM Agent.

Fixes and cleanup

• Concurrent updates cannot silently overwrite usage balances.
• Benefits have separate trial workflow ownership to prevent competing records.
• Deployment, signed native distribution, migrated usage and authenticated acceptance remain pending.

New and improved

• Staff publish selected member details with recorded consent evidence.
• Public visitors can search listings by name and membership category.
• Members can withdraw their own listing from their association dashboard.

Fixes and cleanup

• Inactive or changed member records remain hidden until reviewed again.
• Consent and withdrawal history stays private to authorized staff.
• Native member withdrawal is prepared; signed distribution and authenticated acceptance remain pending.

New and improved

• Shared sign-in support in RETM Association and the staff and member dashboards.
• Red Association and Broker app icons preserve their familiar Agent and Client designs.
• Education import reconciliation shows labeled member and course details.

Fixes and cleanup

• Social sign-in preserves existing association access rules and cannot create staff permissions.
• Provider activation, real-account acceptance and updated native distribution remain pending.

New and improved

• Map source columns, credit types, members and course versions explicitly.
• Retain original source and historical recipient evidence.
• Review row conflicts and resume bounded application from saved progress.

Fixes and cleanup

• Recover uncertain staging and apply responses without repeating completed rows.
• Changes in staff access, target revisions or workflow ownership stop unsafe application.
• Real-export reconciliation, production acceptance and provider reporting remain pending.

New and improved

• Members can retrieve their own certificates and see current revocation status.
• Staff can issue completion certificates and review historical recipient evidence.
• Staff and members share a consistent certificate details display.

Fixes and cleanup

• Recover uncertain review and issuance responses before repeating changes.
• Association changes and denied access clear private certificate details.
• Signed distribution, device acceptance and provider reporting remain pending.

New and improved

• Staff issue certificates from recorded completions; members retrieve their own copies.
• Issuer, recipient and course facts remain frozen after issuance.
• Review historical identity evidence explicitly for older completion records.
• Print branded copies with certificate identity and status-check time.

Fixes and cleanup

• Revoked or changed completions display a warning and cannot use the print action.
• Current permissions and source revisions protect issuance and retrieval.
• Provider reporting, accreditation, migrated certificates and authenticated acceptance remain pending.

New and improved

• Choose association recipient groups and preview unique email addresses.
• Save drafts, archive or restore them, and review revision history.
• Review AI grammar and wording suggestions before applying or undoing them.

Fixes and cleanup

• Recover uncertain saves before retrying or starting another message.
• Access loss clears private communications.
• Email/SMS delivery, signed distribution and device acceptance remain pending.

New and improved

• Message drafts, member records, governance, events and billing reads respect current access.

Fixes and cleanup

• Discard selected records after access revocation or changed confidential permissions.

New and improved

• Record approval evidence and select published prerequisite courses by name.
• Publish immutable course versions and review their history.
• Record member completions and revoke them with a reason.

Fixes and cleanup

• Recover interrupted course and work-request creation with the same record ID.
• Review work-order revisions, approval reasons and completion evidence.
• Reload uncertain completion submissions before retrying.
• Certificates, provider reporting, signed distribution and device acceptance remain pending.

New and improved

• Create free events, manage registration availability and review revision history.
• Reschedule with a reason and choose the correct occurrence of a repeated local time.

Fixes and cleanup

• Recover interrupted creation without starting a second event.
• Access loss clears private event records and drafts.
• Signed distribution and authenticated device acceptance remain pending.

New and improved

• View recorded completions, documented credit minutes and revision history for each separate membership.
• Revoked records remain visible with their status clearly marked.

Fixes and cleanup

• Member event and committee revisions remain numeric for follow-up actions.
• Private staff notes stay separate from member records.
• Certificates, provider reporting and authenticated device acceptance remain pending.

New and improved

• Reopen the association to verify permissions before continuing after access expires or is revoked.

Fixes and cleanup

• Attendance notes and work-order drafts are removed after denied reads or actions.
• Signed distribution and physical-device verification remain pending.

New and improved

• Publish courses with documented credit evidence and prerequisites.
• Record completions, review their history and revoke records with a reason.
• Check the saved record before retrying an interrupted submission.

Fixes and cleanup

• Published course content stays unchanged in completion history.
• Certificates, renewal, provider reporting and authenticated acceptance remain pending.

New and improved

• Subscription discounts leave startup and MLS fees unchanged unless the offer includes them.
• Fixed savings stop at the eligible item subtotal.

Fixes and cleanup

• Checkout stops if the discount cannot be confirmed.
• Payment-provider acceptance and launch remain pending.

New and improved

• Draft agendas and minutes, record authorized approvals, and preserve approved revisions through amendments.
• Assign action items to authorized staff, record progress and preserve closed actions.
• Recover interrupted meeting and Broker billing-profile creation with the same record ID.
• Schedule in the association time zone and apply the explicitly selected savings code.

Fixes and cleanup

• Repeated local times require an explicit occurrence choice; nonexistent local times are rejected.
• Store distribution, physical-device and authenticated acceptance remain pending.

New and improved

• Refresh company access before reopening billing after a denied read or save.

Fixes and cleanup

• Expired or revoked access hides cached profiles, history and billing editors.
• Signed distribution and physical-device verification remain pending.

New and improved

• Browse bodies, appointments and immutable roster history.
• Create boards, committees and member appointments; edit existing records with revision checks.
• Recover interrupted creation using encrypted drafts and the same proposed record ID.

Fixes and cleanup

• Revoked access and background transitions hide governance records.
• Native meetings/minutes, signed store distribution and physical-device acceptance remain pending.

New and improved

• See saved checks, recent skips, conflicts and unavailable sources separately.
• Recognize missing execution evidence and results from an earlier monitoring policy.
• Staff progress access follows current member-view permissions.

Fixes and cleanup

• Page summaries and worker checkpoints commit together under the worker lease.
• Progress does not establish whole-roster verification, source freshness or current scheduler health.

New and improved

• Authorized staff and members can download event dates and locations.
• Stable event identifiers and revision numbers accompany updates and cancellations.
• Downloads check the displayed event revision before saving.

Fixes and cleanup

• Private attendee and registration information is excluded.
• Files are snapshots; subscriptions, automatic calendar updates and calendar-client acceptance remain pending.

New and improved

• Search names, emails, licenses, source IDs and office affiliations.
• Filter by membership category and record status.
• Continue through results while keeping the selected filters.

Fixes and cleanup

• Search reads are bounded and retain continuation when more records remain.
• Staff hosting and authenticated production verification remain separate release gates.

New and improved

• Authorized staff edit contact, license and membership classification details.
• Maintain multiple offices and explicit broker, owner and agent participation roles.
• Review the current saved record after a conflict or interrupted submission.

Fixes and cleanup

• Editing preserves membership activation status and import/application provenance.
• Signed store distribution and authenticated physical-device acceptance remain pending.

New and improved

• Authorized staff review application details, license evidence and decision history.
• Create a pending member from an approved application and open its record with member-view permission.
• Member records show membership history and allow authorized cached license refresh.

Fixes and cleanup

• Interrupted submissions require a current record check before another action.
• Native store distribution, authenticated acceptance and physical-device verification remain pending.

New and improved

• Open related invoices from work orders or finance invoice details.
• New receipts maintain an index alongside the invoice and work total.
• Legacy reconciliation checks source totals, current staff authority and the reviewed work revision.

Fixes and cleanup

• Partial or interrupted reconciliation cannot certify an incomplete index.
• Source invoices and payment state remain unchanged. Authenticated acceptance and large-volume latency remain unverified.

New and improved

• Finance staff select approved work and review invoice history.
• Unconfirmed submissions retain encrypted device recovery for the signed-in staff member and association.
• Returning to the workspace checks the saved invoice ID before allowing another submission.

Fixes and cleanup

• Unavailable secure storage blocks a new invoice submission.
• Payment execution, signed distribution and physical-device acceptance remain pending.

New and improved

• Finance staff review remaining approved balances before saving.
• Duplicate supplier invoice numbers are rejected within an association.
• Invoice details show retained history and allow checking interrupted submissions.

Fixes and cleanup

• Invoice receipt does not authorize payment or post accounting.
• Evidence uploads, corrections, payable approval and authenticated acceptance remain pending.

New and improved

• Staff select the current committee in Admin or the Association app.
• Members view committee work orders and submit requests from their association workspace.
• Membership and appointment changes are checked when saving. Staff approval remains separate.

Fixes and cleanup

• Uncertain submissions can be checked by their original request ID before retrying.
• Vendor self-service, invoice linkage, durable draft recovery and authenticated device acceptance remain pending.

New and improved

• History stays within the selected company and association.
• Every historical version is checked against current access to its payer and debtor companies.

Fixes and cleanup

• History reads only the selected profile and its revisions.
• Payment execution, native distribution and physical-device acceptance remain pending.

New and improved

• Choose authorized companies by name for payer and debtor roles.
• Saves recheck existing and proposed company access with the profile revision.
• Conflicts require a refresh before another save.

Fixes and cleanup

• Rapid double-taps cannot submit a second save.
• Archived profiles require association staff review.
• Editing billing identities does not authorize a charge. Payment execution, manager delegation, native distribution and device acceptance remain pending.

New and improved

• Each company keeps its own association context.
• Shared payer profiles require Broker access to every participating company.
• Association billing stays separate from RETM subscriptions.

Fixes and cleanup

• Private member profiles are excluded from company billing views.
• Profile editing, manager financial delegation, payment execution, store distribution and device acceptance remain pending.

New and improved

• Admin can grant and revoke an owner’s company access without removing a separate division grant.
• Saving uses the reviewed access revision so concurrent changes cannot silently overwrite one another.

Fixes and cleanup

• Incomplete grant records cannot expand company permissions.
• Company billing self-service, payment authorization and authenticated production acceptance remain pending.

New and improved

• Company grant changes now update an access revision atomically.
• Shared access checks preserve company and division boundaries and detect permission changes during a save.

Fixes and cleanup

• Broker billing self-service screens, payment authorization and authenticated acceptance remain pending.

New and improved

• Platform Admin explicitly links registered companies to an association.
• Finance staff can configure separate or shared payer profiles using association-scoped companies, members and applicants.
• Invoice drafts retain the reviewed profile revision, payer and debtor independently of the membership beneficiary.

Fixes and cleanup

• Changed billing selections cannot silently rewrite an existing invoice draft.
• Company self-service, payment mandates, invoice issuance and authenticated production acceptance remain pending.

New and improved

• Shared Admin/staff selection uses the saved membership category, designation and source revision.
• Quotes and invoice drafts retain the reviewed recipient name and record reference.
• Finance lookup excludes private application answers and review notes.

Fixes and cleanup

• Identical quote retries retain their ID; changed quote inputs create a new immutable quote.
• Initial dues collection, invoice issuance and authenticated production acceptance remain pending.

New and improved

• Admin and association administrators share paused handovers, evidence references and ownership history.
• Operational event changes require current RETM ownership, checked when each change is saved.
• Members see whether registration is managed in GrowthZone or paused, on web and RETM Agent.

Fixes and cleanup

• Private handover evidence is not included in member event responses.
• Provider-side reconciliation, other workflow enforcement, authenticated acceptance and native distribution remain pending.

New and improved

• Admin and authorized finance staff share quote-to-draft preparation and invoice review.
• Invoice totals exclude externally collected dues and retain the original quote evidence.
• Voiding a draft requires a reason and preserves revision history and its quote reservation.

Fixes and cleanup

• Network retries preserve the original draft instead of creating a second one.
• Official issuance, payment collection, ledger posting and authenticated production acceptance remain pending.

New and improved

• Admin and authorized finance staff share dues schedules, revision history and itemized previews.
• Rules support membership categories, primary/secondary designations and day or month proration.
• Internal quotes preserve the reviewed application/member and rule revisions with a fixed expiry.

Fixes and cleanup

• Association and externally collected amounts remain separate; previews never create a charge.
• Invoice issuance, payment-provider acceptance, staff-host connection and authenticated production acceptance remain pending.

New and improved

• Applications distinguish brokers, agents and business partners while retaining independent membership categories.
• Reviewers can refresh cached license evidence with preserved review history.
• Shared evidence screens show applicant, office and supervising broker records and source dates.

Fixes and cleanup

• Stale individual records cannot pass solely because a global sync ran recently.
• Corporate-source ingestion, authenticated acceptance and complete membership activation remain pending.

New and improved

• Association websites connect published news, branding, sign-in and pending membership applications.
• Members can register, join a waitlist and cancel through the dashboard and RETM Agent.
• Staff can upload logos and review optional grammar and wording suggestions before applying them.

Fixes and cleanup

• Association email preferences remain independent.
• Public demo publication, authenticated production acceptance, native distribution and complete membership onboarding remain pending.

New and improved

• Third-party businesses can apply without a required real-estate license.
• Staff can record independent broker, owner and agent participation roles.
• Preview board, staff, committee and membership groups with duplicate email addresses removed.

Fixes and cleanup

• Preserve independent association records and review pending applications.
• Email composition, delivery and authenticated production acceptance remain separate release work.

New and improved

• Accept the native sign-in library’s bounded state and nonce values.

Fixes and cleanup

• Keep fixed callbacks, required PKCE and independent membership permissions.
• Real-account and physical-device acceptance remain pending.

New and improved

• Association staff can use the native workspace for members, attendance and work orders once activated.
• The Broker app keeps company selection separate from association memberships.
• Agent association membership access supports members without a brokerage account.

Fixes and cleanup

• Native logins use separate access controls and secure device storage.
• Store availability, real-account device acceptance and complete management workflows remain pending.

New and improved

• Administrators can prepare, link and unlink matching member accounts with an audit history.
• Members can view their own association records through the RETM dashboard.
• Association-only members use email verification and an authenticator app.

Fixes and cleanup

• Member and staff sign-in use separate access controls.
• Deployment, sign-in activation and real-account acceptance remain pending. Native member apps remain in development.

New and improved

• Map an offices array and review every affiliation before importing.
• Retain previous affiliations in member revision history.

Fixes and cleanup

• Reject ambiguous mappings and malformed office records.
• Importing offices does not verify ownership or certification.

New and improved

• Create event drafts and control registration capacity.
• Record member registrations, cancellations and staff-managed waitlists.
• Preserve event and attendance revision history.

Fixes and cleanup

• Concurrent registrations cannot oversell the configured capacity.
• Public registration, paid tickets, guests, automatic queue offers and education credits remain in development.

New and improved

• Create text agreements for existing applicants or members.
• Review the PDF, prepare a signing link, and retain revision and cancellation history.
• Record completed signatures and certificates without changing membership or dues.

Fixes and cleanup

• Long certificate audit entries now wrap without truncation.
• Uploaded agreements, multiple signers and live signing acceptance remain in development.

New and improved

• Assign authorized staff and set due dates.
• Record progress and completion evidence with immutable history.
• Keep restricted meeting actions under the same access controls.

Fixes and cleanup

• Assignments do not grant access or authorize spending.
• Committee member access, work-order links and authenticated production acceptance remain in development.

New and improved

• Enable or disable monitoring from the Admin member panel.
• Preserve license evidence and review findings in member history.
• Resume bounded batches safely after interruptions.

Fixes and cleanup

• License findings do not automatically approve or suspend membership or change provider access.
• Runtime activation and real-member acceptance remain pending. Other states and LFRO certification remain separate requirements.

New and improved

• Select an approved marketplace vendor and record scope and estimated cost.
• Apply individual approval limits and preserve approval history.
• Assign a staff coordinator and track progress through completion.

Fixes and cleanup

• Vendor self-service, committee access, file evidence and invoice links remain in development.
• Dedicated staff hosting and authenticated workflow acceptance remain pending. No vendor dispatch or payment is performed.

New and improved

Fixes and cleanup

• Store the non-secret encryption-key reference in a dedicated identity configuration record.
• Runtime activation, deployment and real staff sign-in verification remain pending.

New and improved

• Provision staff without creating a brokerage account.
• Use one-time recovery codes and audited administrator recovery.
• Keep association access independent across memberships.

Fixes and cleanup

• Prevent conflicting person and brokerage account creation for the same email.
• Dedicated staff hosting, runtime activation and real sign-in acceptance remain pending. Full association parity and new mobile apps remain in development.

New and improved

• Track officer and member terms, agendas and attendance notes.
• Preserve approved minutes while preparing amendments with a reason and revision history.
• Control restricted meeting access separately from minutes approval.

Fixes and cleanup

• Association switching clears the previous governance workspace.
• Committee member access, action/work-order links, voting and full governance acceptance remain in development. Staff hosting connection remains pending.

New and improved

Fixes and cleanup

• Preserve association and brokerage route selection with asynchronous request parameters.
• Preserve session lookup and administrator identity forwarding with asynchronous cookies.

New and improved

• Keep the application decision, member record and both histories linked.
• Safely retry an interrupted creation without duplicating the linked member or overwriting later edits.

Fixes and cleanup

• Membership remains pending review. Signing, initial dues and service activation remain separate unfinished steps.
• Staff hosting connection and real-user acceptance remain pending.

New and improved

• Switch between authorized associations, manage member records and review their independent history.
• Review membership applications with notes and decisions, separately from membership activation.

Fixes and cleanup

• Staff permissions and account access are rechecked when records change.
• Hosting connection and real staff sign-in acceptance remain pending. Association-only account onboarding, signing, dues and the remaining association workflows are still in development.

New and improved

• Match source columns and membership labels, review before/after values and download the retained original file.
• Resume interrupted imports without repeating completed record writes.

Fixes and cleanup

• Imports do not send messages, charge dues, provision logins or change provider access.
• Full-history and financial migration remain in development; real GrowthZone exports still require reconciliation.

New and improved

Fixes and cleanup

• Keep saved record revisions numeric so subsequent edits pass validation.
• Keep published form versions numeric when applicants submit their acknowledged version.

New and improved

• Link existing RETM accounts, assign an association role and reduce individual permissions.
• Suspend an association relationship independently and review permission history.

Fixes and cleanup

• Brokerage roles do not grant association authority.
• Association staff login and association-only account creation remain in development.

New and improved

• Save the acknowledged form version and review history for each application.
• Choose who owns new applications during the GrowthZone parallel trial before opening the form.

Fixes and cleanup

• Retried submissions keep one application reference.
• Signing, dues collection, identity verification and service activation remain separate unfinished steps.

New and improved

• Track membership categories, status, office affiliations and revision history independently for each association.
• Check cached DBPR evidence when names, licenses or office affiliations change, and flag records requiring review.

Fixes and cleanup

• Archived associations block member changes, including concurrent writes.
• Online applications, scheduled monitoring, association signing and payment collection remain in development.

New and improved

• Create and update association profiles, save module and payment preferences, and archive or resume setup.
• Review versioned changes with the responsible administrator and time.

Fixes and cleanup

• Concurrent edits cannot silently overwrite association settings.
• Membership operations, payments, imports, integrations and voting remain unavailable in this initial setup release.

New and improved

Fixes and cleanup

• Adopt the iOS scene lifecycle in RETM and SRA Agent and Client apps.
• Allow changing window sizes and landscape layouts while retaining the current app session.

New and improved

• Southern Realty Associates has its own dashboard with Genie and brokerage-specific services.
• RETM and SRA Agent and Client apps can evolve independently while keeping their existing app identities.
• RETM verifies SRA membership and permissions for dashboard and Agent app access.

Fixes and cleanup

• View-as sessions retain the real actor and recheck current access; dashboard previews remain read-only.
• Shared transactions, documents and property tools continue to use RETM services.

New and improved

• Link primary and secondary MLS entries under one editable RETM listing.
• Agent Assist shares Genie’s guided listing questions and includes address suggestions and county confirmation.
• Reconcile highlights conflicting values from RETM, MLS entries and supporting records.
• Background research checks connected property data and official appraiser sources, with source links and review status.

Fixes and cleanup

• Source records stay separate when a value is adopted into RETM.
• Listing opportunities, signed listings, pending sales and closings follow their supporting milestones.

New and improved

• Brokers can import and assign listings; MLS-matched agents can import their own.
• Assigned agents can manage the listing status, price, and notes in RETM.
• Broker reconciliation keeps active listing imports separate from pending and past transaction imports.

Fixes and cleanup

• Clicking an MLS listing opens its listing workspace.
• Repeat imports reuse the saved listing, and saved assignment controls My Listings.

New and improved

Fixes and cleanup

• Agent listing packages save together and retries reuse the same submission.
• Consumer Genie signing and payment requirements remain in place; broker review is still required.

New and improved

Fixes and cleanup

• Enrolled students can load courses and track lesson time using their signed-in account.
• Student profile and course ownership checks remain enforced; iOS availability follows App Store approval and release.

New and improved

• Admin offers separate reviewed actions to merge duplicate students or delete Academy access while retaining education records.

Fixes and cleanup

• Social sign-in students can save missing email and phone details.
• The Academy mobile profile popup has working completion and exit controls; mobile availability follows store testing.

New and improved

• New-student creation and profile edits check saved Academy email addresses and phone numbers.

Fixes and cleanup

• Phone formatting differences match consistently.
• Internal contact IDs no longer appear as email addresses.

New and improved

• Find Academy users before they enroll, filter by course and enrollment status, and add courses to an existing student.

Fixes and cleanup

• Alternate sign-in emails appear on the linked student record.
• Adding an enrollment preserves the existing student identity and saved profile.

New and improved

• Repeated visits share pending photo downloads, while stored photos load immediately.

Fixes and cleanup

• Photo retries retain their backoff and progress independently of website traffic.
• Changed photo versions refresh stored images without repeatedly downloading unchanged photos.

New and improved

• Background photo filling pauses during live MLS demand and resumes its saved progress afterward.

Fixes and cleanup

• Smaller cache-fill passes reduce competition for the shared MLS allowance.

New and improved

• Photo downloads follow the provider storage redirect without forwarding MLS credentials.

Fixes and cleanup

• Both legs of a photo download remain protected by the shared request limit.

New and improved

• Background photo caching resumes unfinished galleries within the shared MLS allowance.

Fixes and cleanup

• Changed listings refresh their photo lists while reusing unchanged cached images.
• Large galleries and temporary provider limits no longer mark partial cache fills as complete.

New and improved

• Shared request protection covers outbound MLS connections and redirects.

Fixes and cleanup

• Duplicate photo-list refreshes share one result and back off when the provider allowance is busy.
• Public and stored listing IDs reuse the same photo cache.

New and improved

• Every signer verifies their account with a one-time passcode and completes Stripe Identity verification.

Fixes and cleanup

• Signing links alone and browser-supplied verification claims cannot authorize a signature.
• The audit trail records the authenticated account and verified identity.

New and improved

• Completed listings enter the queue after signed documents and settled payment are verified.

Fixes and cleanup

• Failed submissions preserve the draft and show a retry message.
• Repeated checkout callbacks and stale autosaves cannot move queued listings backward.

New and improved

• Sellers review and sign their listing agreement and Stellar entry form in RETM Sign.
• Each agreement preserves its configured upfront fee, parties, and one-year term.

Fixes and cleanup

• Buyer-broker compensation is none, with commission negotiability disclosed.
• Updated flood disclosure, MLS data responsibility, and affiliated-business provisions.

New and improved

• Genie rebate illustrations use up-to amounts and explain eligibility and closing conditions.
• Commission negotiability is displayed beside plan figures and in site disclosures.

Fixes and cleanup

• Flat-fee plan labels use configured product pricing instead of placeholder amounts.
• Buyer agreement pages no longer advertise an unverified free service.

New and improved

• The full brokerage logo appears in the Builders MLS and Government MLS headers and footers.

Fixes and cleanup

• Keep the logo readable and navigation accessible on small screens.

New and improved

• Canceling renewal preserves the full initial 90 days of course access and any later purchased renewal period.
• Academy cancellation does not issue a refund; store refund decisions remain governed by the store.

Fixes and cleanup

• Enable renewal management for legacy Academy subscriptions.

New and improved

• Academy course, subscription, extension, and classroom purchases use the Academy payment account.

Fixes and cleanup

• Earlier purchases retain receipt confirmation and subscription management through their original account.
• Missing Academy payment settings prevent checkout instead of using the brokerage account.

New and improved

• Choose offers, set a budget and area, then review and start.
• Brand Board images and existing business details fill automatically, including SRA Genie branding when configured.
• Technical account and source settings are available under Advanced settings.

Fixes and cleanup

• Advertising profile preparation happens when approved source choices are saved.
• Saved account selections, disclosures, and other businesses remain intact.
• Setup does not spend money. Starting still requires a ready channel and enabled autonomous execution.
• Autonomous execution remains unavailable until the outstanding platform runtime setup is completed.

New and improved

• Existing Meta campaign rows include Edit, Start, Pause, and Stop controls.
• Edit campaign names and existing USD campaign budgets; open Meta Ads Manager for advanced changes.
• Connect ChatGPT Ads with a verified advertiser account and securely stored Ads API key.

Fixes and cleanup

• Start confirms potential spend; Stop confirms archiving, while Pause supports resumption.
• Business source setup links directly to the required form.
• Autonomous worker activation and Meta runtime credential setup are identified as separate platform requirements.
• Autonomous advertising remains disabled pending the outstanding runtime setup.

New and improved

• Find AI campaign controls in Dashboard Marketing, under Social Media and Ads.
• Prepare a campaign with a total budget, audience, and geographic location.
• RETM Admin has separate controls for marketing the platform to brokers and agents.
• Platform inquiries stay in RETM and are available in the Admin inquiry inbox.
• Ad publishing and automated webinar delivery remain disabled while account setup and live verification are completed.

Fixes and cleanup

• Campaign stop requests receive priority and retain their original advertising account for recovery.
• Webinar follow-ups stay queued for their dedicated worker rather than being sent by general reminders.
• Campaign reporting distinguishes verified outcomes from connections that are not yet available.

New and improved

• App banners now show the app icon, app name, and a compact View button.
• Safari uses Apple Smart App Banners to offer the appropriate native app action.
• Other mobile browsers link to the app store, where Download, Update, or Open reflects the app’s actual status.

Fixes and cleanup

• White-label and RETM fallback icons are selected independently for each platform.
• Dashboard app promotion remains limited to the logged-in brokerage.

New and improved

• Hosted IDX websites offer the client app for iOS, iPadOS, and Android.
• The dashboard offers the agent app after login, using your brokerage’s app links.
• Brokerage white-label apps are selected automatically, with RETM apps as the default.

Fixes and cleanup

• Install banners can be dismissed and remain hidden on desktop browsers.
• App promotion stays hidden when brokerage app settings cannot be loaded.

New and improved

• Phone System now supports broker-controlled main-number provisioning for the PBX voice rollout.
• Dashboard softphone traffic now uses standard secure web traffic on port 443, improving reliability on office and carrier networks that block nonstandard ports.
• Asterisk/PBX health is visible in Admin Monitoring and Integration Health so support can see voice-system status faster.
• Unified communications foundation is in place for notes, calls, and future messaging surfaces in dashboard and the agent app.
• PBX deployment runbooks now separate code deploy, PBX host deploy, infrastructure gates, and the Telnyx number-purchase step.

Fixes and cleanup

• Improved PBX status diagnostics for secure WebSocket, TLS certificate, and Asterisk endpoint checks.
• Fixed media upload behavior for PBX wallpapers and logos when the storage bucket owns object ACLs.
• Kept Telnyx number purchase as an explicit broker/Chris action instead of an automatic deploy side effect.
• Documented remaining communications gates: 10DLC texting approval, mobile VoIP push credentials, and future voicemail/transcription work.

New and improved

• Broker dashboard cleanup and stability work across settings, marketing, search, broker tools, training, and support surfaces.
• Client, transaction, listing, commission, and production-history workflows consolidated into the RETM operating system.
• Marketing Studio improvements including Reel Studio groundwork, brand-driven assets, testimonials, presentations, print tools, and listing promotion surfaces.
• Lobby display, Fire TV, Roku, QR, and screen-pairing work preserved for coordinated display deployments.
• Round-robin lead routing fallback tools for broker-held leads, manual assignment, retry routing, and bulk assignment.
• Canonical privacy and terms pages for app stores, carriers, Roku, Meta, SMS, calls, and future platform approvals.
• In-dashboard user manuals and training role scopes for brokers, managers, agents, and office staff.

Fixes and cleanup

• Resolved dashboard client-side crash paths reported in broker tools, settings, marketing, and search.
• Cleaned stale backlog/docs status so completed work is not mistaken for unfinished work.
• Aligned web deploy guidance with AWS Amplify instead of older hosting assumptions.
• Kept SMS-capable work gated until sender/10DLC approval is explicitly configured.