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Product Update
Side Panel: June 2026
The side panel now shows every field the moment it opens instead of making you expand each section, and a bar at the top jumps you straight to the part you need.
The side panel made you work to find anything. Every section started collapsed, so opening a deal meant expanding box after box just to see what was there, and the fields didn't all behave the same way. That's rebuilt. Every field is visible the moment the panel opens, and a bar at the top jumps you to any section.
Improved
- Every field is visible at once: the panel no longer starts collapsed. The main sections show their fields right away, each with a plain label above it. Only the long secondary sections (Notes, Addenda, Seller Authorizations) still collapse, and those open on their own when they already have something in them.
- Jump to any section: a bar under the panel header takes you straight to Financials, Dates, Participants, or Documents instead of scrolling.
- Every field works the same way: editing, validation, required markers, and error states now look and behave the same on transactions, offers, listing agreements, and buyer broker agreements. No more guessing why one field acts different from the next.
Fixed
- Buyer broker agreement status saves again: the Status field was showing blank and not saving. Fixed.
- Inactive buyer broker agreements stay where you can find them: they were dropping out of the pipeline tabs. They now sit in the Closed tab with an "Inactive" badge.
- Deal Intake stopped crashing on submit: submitting the public intake form could fail when a typed agent email matched a contact already in your CRM. The form now has you pick the existing contact or add one inline, and the crash is gone.