Further Changelog

Faster Onboarding, Smarter Agent Tools #

Account data controls, clearer partner-sharing consent, a refreshed homebuying chat, and onboarding accuracy and privacy improvements.

🆕 New

• You can now export your data or permanently delete your account, with the request propagating across our systems and partners.
• Homebuyers can join a partner's agent network with clearer consent: your profile is only shared with a partner agent after you explicitly opt in.
• Added support for connecting with more partner customer-relationship systems, so lenders on different platforms can receive homebuyer plan updates.

✨ Improved

• Onboarding chat now confirms that the neighborhoods you type actually belong to your chosen city, so your plan stays accurate — and it clears related fields automatically when you change locations.
• Lead scoring has been recalibrated so active, well-qualified buyers surface as genuinely "hot," and profiles with too little information are clearly flagged instead of scored misleadingly.
• Agent admins can now access the dashboard, chat, and client views, matching the access agents already had.
• The homebuying chat has a refreshed, more responsive layout with a floating panel on desktop and a drawer on mobile.

🐛 Fixed

• Currency fields in onboarding chat once again format income, debt, and down-payment entries correctly, and monthly-debt steps accept an empty value.
• Fixed an issue where relevant insights could be silently dropped during onboarding, so you reliably see the guidance meant for your situation.
• Resolved a validation error that could interrupt onboarding when optional details were left blank.
• Location and neighborhood lookups now work correctly in deployed environments, fixing a packaging issue that could break place suggestions.

🔒 Security

• Behind-the-scenes security and performance improvements.

Meet Your New Loan Officer Dashboard #

A smarter home base for loan officers, with an AI assistant grounded in your own pipeline.

🆕 New

• Ask Further, your new AI assistant, answers questions about your own pipeline and clients right in the dashboard, with replies that stream in live. It surfaces client details, drafts you can copy, and one-click links to open matching clients in your table.
• A new Home page gives you an at-a-glance view of your pipeline by timeline, plus quick-view cards for opportunities and clients that need attention — each one deep-links straight into a filtered client list.
• Find anyone or anything fast with the new ⌘K command palette: search clients, pull up recent ones, or start a question to Further from anywhere.
• New client filters for lead score and date added make it easy to zero in on your hottest leads or everyone new this week.

🐛 Fixed

• Navigating between Home, Chat, and Clients now works on the first click, with no more bouncing back to your client list.
• New conversations now appear in your chat history instantly and update with a title as soon as the assistant replies — no reload needed.

Faster Insights & Your Data, Your Way #

Quicker plan insights, a refreshed onboarding chat, new data export and account deletion controls, and a range of reliability and privacy improvements.

🆕 New

• Download your data and delete your account. Homebuyers can now export their data as a file and permanently delete their account and all associated information from account settings.
• Refreshed onboarding chat. The homebuying onboarding experience is now powered by a new engine that shows guidance and insights as clean, ordered cards alongside the conversation.

✨ Improved

• Plan insights load about three times faster. Generating your plan insights now takes roughly 5 seconds instead of ~16, so you see guidance sooner after adjusting your plan.
• Sharper lead scoring. Lead scores now better reflect a buyer's real financial fit and current engagement, and profiles with too little information are clearly marked as "insufficient data" instead of showing a misleading score.
• Neighborhood picking across metro areas. You can now choose neighborhoods that belong to the same metro region (for example, across the greater Washington, DC area), and typed locations are validated so mismatched places are caught early.
• Cleaner agent dashboard. Client list rows now stay a consistent height, and the neighborhoods column fits neatly on one line.

🐛 Fixed

• Timeline insights update on the spot. After you complete or undo a timeline step, the "Good to know" insight now refreshes on its own instead of requiring a page reload.
• No more garbled chat replies. Fixed an issue where background insight generation could bleed fragments into your Homebuyer AI chat responses.

🔒 Security

• Behind-the-scenes security and performance improvements.

Introducing the Further changelog #

A new home for every update we ship to Further.

🆕 New

• This changelog. You can now follow every meaningful update to Further in one place — new capabilities, improvements, and fixes, written in plain language. Subscribe via RSS to stay in the loop.

Lead Scores and a Cleaner Buyer Timeline #

New lead scoring for agents, plus timeline improvements and fixes across the homebuying experience.

🆕 New

• Agents can now see a Lead Score for every client. The Clients list shows a sortable 0–100 score and a color-coded breakdown bar, and each client's detail page explains the score with per-factor insights (Feasibility, Urgency, Preparedness, and Engagement) so you can prioritize who to focus on next.
• Brokerage-wide guidance is now supported: organization owners can create timeline actions that reach all of their buyers, not just those tied to a single agent.

✨ Improved

• Lead scores now update reliably in the background as buyers make changes or get assigned to an agent, so the scores you see stay current.
• The buyer timeline now orders each milestone's steps by their actual due date, so what buyers see always matches the real sequence of what's coming up.
• Market data behind Plan Feasibility is more accurate: home-value lookups now recognize location aliases like "NYC" and broaden the search when a narrow query comes up empty, reducing missing or skewed results.
• The admin action form is clearer and safer to use, with a refreshed milestone editor, simpler before/after move-date scheduling, and guardrails that prevent creating actions that would never reach buyers.
• The first-visit timeline experience is smoother, opening as a clean inline page for setting a move date, with polished visuals and more responsive milestone navigation.

🐛 Fixed

• Timeline insight cards no longer get cut off mid-word, so buyers always see a complete, readable message.
• Affordability and mortgage calculator insights no longer occasionally show raw, unformatted text or drop useful details.
• Editing an existing action no longer fails with an error, and the Save button now stays disabled until you actually make a change.

🔒 Security

• Behind-the-scenes security and performance improvements.

Timelines, Next Steps, and a Faster, Sturdier Assistant #

A big release: a new homebuying Timeline, redesigned Next Steps for agents and buyers, smarter guidance, and reliability improvements across the board.

🆕 New

• Buyers now have a Homebuying Timeline: a milestone-by-milestone view of the journey with a personalized move-date, checkable action steps, and progress at a glance. You can mark steps done, undo, and watch your plan update instantly. (Rolling out gradually.)
• Each Timeline milestone can include a short, personalized coaching insight — a one- or two-sentence tip based on your plan and where you are in the process.
• Next Steps on the buyer plan page now show clear, personalized cards — including steps assigned directly by your agent — with a simple mark-as-done experience.
• Agents get a redesigned Next Steps panel in the client view: create, edit, reorder (drag-and-drop), and remove custom next-step cards for each client, and see which steps a client has completed or dismissed.
• Agents can now preview their profile while editing it, and several profile fields are now optional to make setup faster.
• New admin authoring tools let the team create and manage guidance actions and timeline milestones — including editable insight copy — without an engineering release.
• Buyers who signed in with Google can now delete their account using a quick reauthentication step instead of a password.
• Introduced a behind-the-scenes partner integration bridge that keeps connected agent CRMs (starting with Lofty) up to date with a buyer's plan summary and finances.

✨ Improved

• The AI assistant is now more resilient: if the primary model is unavailable, it automatically falls back to a secondary model, with sensible timeouts so requests don't hang.
• Property and location search reliability improved, with cleaner handling of edge cases so more searches return results.
• Location and address autocomplete is faster and works even without cookie consent, and no longer breaks in Safari.
• Google Maps on listing detail pages now loads more reliably.
• The chat input is now consistent across the app, with a smoother animated send/stop button and a clearer "thinking" indicator.
• The homepage spaces carousel, plan page typography, spacing, and card photos received design polish for a cleaner, more consistent look.
• The assistant now remembers soft preferences and follow-ups across conversations for more personalized guidance.
• Onboarding now reliably generates your Next Steps once your plan is ready, and shows a clear "Refresh suggestions" option when you've dismissed everything.
• Editable fields on the plan page now show a pointer cursor so it's obvious they can be tapped to edit.

🐛 Fixed

• Long, unbroken text in chat now wraps correctly instead of stretching the chat bubble.
• Fixed a budget widget calculation that could show a $0 budget for higher-debt scenarios; it now falls back to a sensible income-based estimate.
• The Timeline page no longer errors for buyers without a set move date — it opens with a suggested date you can confirm.
• Corrected stretched profile avatars so photos display properly.
• Fixed an issue where agents could see next-step cards from other agents that they couldn't edit.
• Resolved the agent dashboard's Next Steps failing to load or save after a backend update.

🔒 Security

• Behind-the-scenes security and performance improvements.

Redesigned Calculators and Smarter Homebuying Plans #

This release brings redesigned affordability and mortgage calculators, a new Next Steps experience on your plan, and a sharper, more reliable AI assistant.

🆕 New

• Meet your redesigned affordability and mortgage calculators. A cleaner target-vs-max budget view, quick down-payment buttons, and lender-style debt-to-income math give you a more accurate picture of what you can afford.
• Calculators now factor in local property tax and insurance rates based on your ZIP code, and combine household income and debt when a co-buyer is on your plan — so estimates better reflect your real situation.
• Introducing Next Steps cards on Your Plan. Agents can assign personalized, actionable next steps, with buttons to jump into chat or open a partner link, helping buyers keep moving forward.
• Your Plan summary is now organized into four clear categories — Basics, Home, Neighborhood, and Affordability — with progress indicators that make it easy to see what's complete.
• Can't find your city in the address search? You can now enter a US city and state manually so nothing blocks you from continuing.

✨ Improved

• The AI assistant now always uses your latest plan details. When you update your budget, down payment, or preferences, chat reflects the new values right away instead of referencing outdated numbers.
• Market report charts are more dependable, including a new mapping so New York borough questions return city-level data, and charts still render when some locations in a request are unavailable.
• The assistant gives clearer, more honest answers on mortgage rates — explaining that rates are national averages with limited history and pointing you to trusted sources rather than substituting unrelated data.
• Follow-up suggestions, responses, and on-screen math are more consistent and mobile-friendly, with tidier formatting throughout chat.
• The homepage and plan pages received a visual refresh, including redesigned cards, a reworked carousel, and more consistent headers across the app.
• Home search now handles square footage, lot size, and year-built filters more accurately, returning better-matched listings.
• The assistant follows Fair Housing guidelines, keeping neighborhood guidance focused on objective criteria like budget, commute, schools, and amenities.

🐛 Fixed

• Your first and last name now appear correctly right after you sign up.
• Chat scrolling is smoother during streaming, with fewer unexpected jumps — especially in Safari.
• The onboarding budget widget now starts from sensible default budgets and updates mortgage rates as you change your target, keeping figures aligned with the affordability calculator.
• Corrected an issue where invalid entries — like a down payment above the home price — now show clear inline errors instead of causing problems behind the scenes.

🔒 Security

• Behind-the-scenes security and performance improvements.

Affordability & Mortgage Calculators Arrive #

New homebuying calculators, richer AI chat with charts, and a smoother onboarding experience.

🆕 New

• Introducing the Affordability Calculator — an interactive tool that shows homebuyers what they can comfortably afford based on their income, down payment, credit, and location, updating in real time as they adjust inputs. Save up to five scenarios and compare them against your plan.
• Introducing the Mortgage Calculator — see your monthly payment breakdown, total cost, a 30-year vs. 15-year comparison, and a year-by-year amortization schedule. Smart home-price suggestions surface options like "No PMI," "Best Rates," and "FHA Eligible" based on your situation.
• Both calculators include AI-powered "Good to Know" insights grounded in real market data, with an "Expand on this" option that carries the question straight into chat.
• The AI assistant can now generate visual charts (line and bar) right inside the conversation, making market trends and comparisons easier to understand at a glance.
• New market reports in chat let you compare home values and rents across multiple locations in a single question.
• More accurate cost estimates: property tax and homeowner insurance figures are now available at the ZIP-code level, and loan details reflect conforming, FHA, and VA eligibility with location-specific rates and limits.

✨ Improved

• The homebuying chat now streams responses more smoothly, keeps your place as older messages load, and adds a Stop button so you can end a response whenever you like.
• On mobile, the keyboard no longer stays open after sending a message, so you can see the full response.
• Neighborhood insights can now factor in bedroom count for more accurate home-value comparisons and trends.
• Onboarding is more flexible and polished: add your own custom options and neighborhoods, auto-focus on inputs, clearer navigation, refreshed intro cards, and smoother scrolling.
• Budget guidance is now rate-aware, giving more realistic affordability ranges by accounting for taxes, insurance, and current mortgage rates.
• The AI assistant now renders mathematical and financial figures more cleanly in its answers.
• Clearer, friendlier wording across onboarding widgets and options.

🐛 Fixed

• Fixed listing details being cut off at the bottom when opened inside the chat drawer.
• Plan changes are now validated more carefully — for example, your maximum budget can no longer be set below a home's value, and co-buyer details are handled correctly when switching between solo and joint buying.
• Interest rates now display and save correctly across the calculators, including plans where the rate was previously stored in the wrong format.
• Co-buyer debt information now saves properly when editing your plan through chat.
• Location and neighborhood search is more reliable, loading only after the map is ready.
• Chat history no longer gets corrupted when a response is stopped midway.
• Duplicate content in saved conversations has been cleaned up.

🔒 Security

• Behind-the-scenes security and performance improvements.

Edit Your Plan by Chat, Plus All-Cash Tools #

This release brings conversational plan edits, all-cash equity scenarios, a smarter agent dashboard, and helpful next-step nudges.

🆕 New

• Update your homebuying plan right from the chat. Just tell the assistant something like "change my budget to $900k," and it proposes the change in a confirmation card you can accept or decline — your plan updates automatically once you confirm.
• Explore all-cash scenarios in the Home Equity Explorer. Choose "All Cash" as your payment method to instantly see equity outcomes without a mortgage, and save it back to your plan.
• Get a clear "Next Steps" nudge in chat, pointing you toward the right action — like getting pre-approved — when you're ready to move forward.
• Agents can now complete a guided onboarding flow and edit their profile, including a longer bio, so their information shows up complete and polished for the buyers they serve.
• Agents receive an email notification the moment a new buyer is assigned to them, with a direct link back to the dashboard.
• Cookie consent now adapts to a visitor's location, showing the right privacy options for each region.

✨ Improved

• The Home Equity Explorer has a refreshed look with clearer copy, cleaner action buttons on desktop, and better-labeled inputs like "Annual Appreciation Rate."
• Equity and plan views now stay in sync automatically after you make changes, so you always see up-to-date numbers and insights.
• The agent dashboard is easier to read, with a friendlier clients list, clearer empty states, avatar fallbacks, and accurate browser tab titles.
• When mortgage details aren't available, the assistant now estimates a reasonable interest rate and clearly notes the assumption, instead of showing 0%.

🐛 Fixed

• Onboarding navigation no longer gets stuck, and the account menu now reliably appears for admins.
• Buyer names now populate correctly when accounts are created, avoiding blank names.
• Interest and appreciation rates of exactly 1% now display correctly instead of appearing as 100%.
• On mobile, the calculator input no longer leaves an awkward gap above the keyboard when you tap into a field.

Home Equity Builder & Agent Connections #

A new equity-growth calculator, a dedicated agent dashboard, and a smoother path to connecting with a local expert.

🆕 New

• Explore how your equity grows over time with the new Home Equity Builder. Ask the Homebuyer AI a question like "how does my equity build if I put 20% down?" and get an interactive calculator with your numbers pre-filled — save scenarios and compare different down payments, rates, and appreciation assumptions.
• Agents now have their own dedicated dashboard to view and manage their clients and leads, with a searchable, sortable table and detailed client views.
• Agents can be invited by email to join the platform, sign up, and get automatically linked to the right account — even if they already had a personal account with us.
• Lenders and admins can now organize agents by brokerage or organization, with new tools to create and manage organizations and assign agents and roles.
• Homebuyers who arrive through an agent's personal invitation link now get a branded signup experience that connects them directly with that agent.

✨ Improved

• Your homebuying plan insights now refresh reliably whenever you change your plan, so what you see always reflects your latest details.
• The "connect with an agent" experience is now available to more homebuyers and appears at a helpful moment, making it easier to take the next step with a local expert. You can also let us know if you'd rather not be matched.
• The agent details view has been redesigned with a cleaner layout showing contact info, bio, neighborhoods, and specialties.
• Your homebuying assistant now remembers more context from earlier in your conversation for more relevant, connected responses.
• Submit buttons are now disabled while a request is processing, preventing accidental duplicate entries.
• Refreshed Privacy Policy and Terms of Service with clearer, more detailed content.

🐛 Fixed

• Fixed a scrolling issue in the Homebuyer AI chat where returning to the conversation could leave you stuck mid-scroll instead of at the latest message.
• Fixed an issue where first and last names entered during signup could be lost.
• Resolved an error that could occur when updating client details.

🔒 Security

• Behind-the-scenes security and performance improvements.