Summary: Updates to transaction creation, auto-tagging for real estate customers, create new child orgs with Command Center
DEPLOY-1288 shipping on March 09, 2026
Enhancements
Transaction creation improvements
We are excited to release an updated version of our transaction creation forms to simplify the sending experience and support additional UX enhancements, including a consistent new UI across all forms, cleaner visual styling, a fix for phone number input, a discard draft option, and 'Document Upload' moved to the top of the form for Business users (BIZ-8441).
- Audience: Business, real estate, NST, and ODN portals across all tiers
- User roles: Applicable to all users who create transactions, including owners, admins, team members, senders, NST, and ODN users
- Availability: Default change — automatically enabled for all users in the applicable portals
- Release stage: General availability
- Transaction types: Applies to all draft and future transactions
Auto-tagging rule for real estate customers
We introduced a new document auto-tagging rule that allows real estate customers to have greater control over document tagging of their buyer and seller packages. When enabled, customers will see a new option in the document upload pop-up to choose if templates should match according to Buyer or Seller packages. This enhancement provides more flexibility and streamlines document management, ensuring that customers can tailor the system to their specific needs (BIZ-7581).
- Audience: Premium real estate customers
- User roles: All users who have access to create transactions
- Availability: Must be enabled by our Closing Concierge Services team. Please contact your Customer Success Manager or Customer Support for more information.
- Release stage: General availability
Create new child orgs with Command Center
Release delayed to 3/13
All Command Center customers can now create new child organizations directly within Command Center, with the option to clone settings from an existing organization, eliminating the need to contact Proof support or solutions teams to get set up (ETX-3577).
- Audience: Enterprise customers in Command Center, particularly those managing multiple branches or divisions
- User roles: Owner and admin
- Availability: On by default to all eligible Command Center customers at no additional cost
- Release stage: General availability
Updated