What's New

Product Updates

Fixes, new features, and improvements shipping to CREBuilder. Most recent at the top.

September 25, 2026

Set when a leasing space becomes available

New

•In a Leasing Package or For Lease Flyer, open Space Available and choose Available now or enter a future possession date for each space. You can update the date whenever plans change.

Improved

•Spaces without a future date are treated as available now on public property listings and listing sync feeds.

September 23, 2026

More complete contacts and connected deal teams

New

•Save multiple labeled email addresses and phone numbers on one contact, with a primary choice for each.
•People involved connects investors, principals and decision-makers to deals, opportunities, listing progress and shared property records.

Improved

•Search, CSV import and export include additional contact methods. Choose a saved address for a new CRM email conversation while existing correspondence keeps its original recipient.

September 17, 2026

Clearer daily work and recoverable tasks

Improved

•Today organizes work into collapsible tables with clear due dates, owners, counts, and actions.
•Task status tabs, search, sorting, and collapsible groups keep upcoming work within reach. Dashboard card actions and CRM subnavigation are more consistent.
•Change a contact’s relationship temperature directly from its details dropdown.

New

•Completed tasks show confirmation with Undo and can be reopened later. Archive tasks without deleting history, then restore them from Archived when needed.

September 16, 2026

A clearer workspace, from packages to publishing

Improved

•Consistent headers, controls, and mobile layouts across Dashboard, Documents, Property Hub, Deal Rooms, Team, and Settings.
•Dashboard cards keep Edit, PDF, Property Hub, Email, and Social visible. A labeled More menu holds additional actions, while a separate publishing row shows listing and sync status.
•Public property pages and Deal Rooms have clearer access instructions, readable cards, and improved keyboard navigation while retaining your selected theme and brand.

New

Listing sync has its own home

See each property’s sync status, requirements, and next action in the Listing Hub. Custom Templates and Custom Websites now organize new requests and request history into separate tabs.

Open Listing sync

Fixed

•Card action menus stay open when the page scrollbar changes and return keyboard focus to the right control.
•Map exports preserve subject labels and keep leader lines clear of label boxes. Saved maps fit sale and lease flyers without cropping.

September 16, 2026

A more connected CRM workspace

Improved

•A refined layout brings consistent navigation, clearer tables, focused record workspaces, and simpler mobile views across the CRM.
•Today puts overdue work and your next actions first, with active business totals kept separate from historical deal performance.

New

•Start a lead from an existing contact and keep each property sale, purchase, or lease in its own opportunity. Active leads, Inbox, and Completed keep business progress separate from incoming activity.
•Each lead has its own purpose, temperature, stage, owner, next task, and optional expected commission. Link requirements and new email conversations to the opportunity they belong to.
•Seller representation stays active after it is won and continues through linked listing progress to closing.

Fixed

•Returning from a record keeps your list filters and scope. Reassigning a lead also moves the current owner’s open tasks and linked listing progress while preserving completed work.

September 12, 2026

Email conversations in your CRM

New

•Start an email from a contact record with CREBuilder Mail and keep incoming replies together in the Email tab. Search conversations, track unread replies, and download original replies with their attachments.

Improved

•Saved sends can be recovered after a connection interruption. Each conversation keeps its original recipient when contact details change.
•Unfinished uploads are cleaned up automatically while files attached to updates stay available.

September 11, 2026

A clearer CRM for people, property opportunities, and next steps

Fixed

•Contact editing now saves email, phone, company, and other details together with explicit Save and Cancel controls. Duplicate email conflicts keep each contact and its history separate.

New

•Contacts can have multiple relationship types and a manual Cold, Warm, or Hot temperature, separate from Engagement.
•Updates support formatted notes, private attachments, replies, teammate mentions, and in-app notifications. Authors and company managers can edit or remove discussion content.
•Track each seller property as its own opportunity with a stage, owner, tasks, discussions, and listing-progress link.

Improved

•Contact records organize Updates, Tasks, Deals & properties, Files, and relevant Requirements into clear sections.
•Pipelines use consistent table and board views with search, filters, sorting, saved views, and configurable columns.
•Tasks are grouped into Overdue, Today, Upcoming, and Completed.

August 16, 2026

Your CRM and CREBuilder Mail now work together

New

Turn a completed listing into a protected email workflow

Create a polished listing email, choose permitted recipients from your CRM or paste them, and send from our shared domain. Verifying your own domain is an optional upgrade, not a setup requirement.

Create an email blast

•Property and Business Sales pipelines now live side by side. Adding one never hides the other or moves your existing deals.

Improved

•Start from a CRM contact or listing, confirm the recipient and design, and continue into the same Email Blast review flow without re-entering the contact.
•CREBuilder Mail setup is two clear actions: receive access and accept the company sending agreement. Tenant setup is automatic; verifying your own domain is optional.
•Recipient entry now reports unique addresses, ignored duplicates, invalid addresses, and the current limit before you submit.

July 31, 2026

Put your Listing Hub on your own domain

New

Connect a domain you already own

Your Listing Hub can now run at an address like listings.yourcompany.com instead of a crebuilder.com link. Enter the address in Listing Hub settings, add the two DNS records we generate at your domain provider, and click Check DNS. Your listings, property pages, inquiry forms, and analytics all keep working exactly as they do today — just under your own brand. The SSL certificate is issued and renewed automatically, at no extra cost on any paid plan.

Connect your domain

•Property pages and inquiry capture work on your domain too — visitors stay on your address the whole way through.
•Shared links and social previews use your domain, so posts and emails unfurl under your own brand.

June 29, 2026

Convert a document to another format

New

Turn any finished document into a new format — in one click

Built a Broker's Opinion of Value and now need an Offering Memorandum and a For Sale Flyer for the same property? Open the document's Convert action, choose the new format, and CREBuilder spins up a fresh draft with all your content — rent roll, financials, sales and rental comparables, photos, maps, contacts, and branding — already mapped into the right sections. Your original stays untouched, so every version of the deal lives side by side.

Try it from your dashboard

Improved

•Convert works between any document types — Offering Memorandum, Sales Teaser, Leasing Package, For Sale Flyer, For Lease Flyer, and BOV. The new draft keeps your template and brand styling when the design supports the target format, and otherwise uses a clean classic layout with your colors, fonts, and logo intact.

June 10, 2026

Email Blast designer and HTML export

New

Turn any completed document into a polished listing email

Open the Email action on any completed document — or select several to combine them into one portfolio email with an index and stacked property cards. Pick which metrics to feature, preview desktop and mobile, then download the ready-to-paste HTML for your own sending tool.

Open Email Blasts

June 4, 2026

12 new template designs

New

A dozen brand-new ways to present your deal

Twelve fully bespoke template styles — Apex, Meridian, Monolith, Vantage, Estate, Sandstone, Atlas, Marquee, Metro, Lumen, Anchor, and Axis — now sit alongside the classics in the template picker for Offering Memorandums, Sales Teasers, and BOVs. Each has a distinct cover (diagonal wedges, oversized type, editorial mastheads, clean info cards, vertical spines, and more), matching interior page styling, and its own header / footer / page-number treatment. Drop in your brand color, fonts, and logo and the whole document follows.

Browse the templates

Improved

•The template picker now shows a true-to-life preview of every style — populated with a sample cover photo, logo, broker contact, and price / cap rate / NOI — so you can see exactly how your deal will look before you choose.
•Cover photos fill the page edge-to-edge on every design (wide aerials and tall building shots both look full, no more empty white space), and every cover carries your logo, an "Exclusively Listed By" contact block, and your headline metrics.
•Each template name in the picker is now set in its own typeface, so the styles are easier to tell apart at a glance.

May 20, 2026

Portfolios, Multi-Building Campuses, and Land Assemblages

New

Sell multiple properties as a single transaction

Pick "Multiple Properties" at the chooser and CREBuilder treats the deal as a portfolio (scattered locations) or multi-building campus (same site). Each building or parcel carries its own address, tenants, expenses, and propertyData. The document rolls everything up — Portfolio Properties cards, combined rent roll with per-building key facts, Blended Cap Rate on the cover, Allocated Value per property on Valuation Summary, multi-marker portfolio map, and a Portfolio Financial Summary with per-building columns + a total. Land Assemblages (multiple contiguous parcels offered together) work the same way using Land as the property type.

Create a portfolio

Improved

•Dashboard + Documents pages now show portfolio docs with a "Multi-Property Portfolio" or "Multi-Building Campus" subtitle in place of an address, plus a hover-revealed list of all building addresses. Property Types dropdown filter has a new "Portfolios & Multi-Property" option.
•New marketing page at /property-types/portfolio explains the feature with live previews. Each template card shows a different sample portfolio (MF / Retail / Land) so the page reads as a real product, not a single repeated cover.
•AI suggestion panel now renders on Executive Summary / Investment Highlights / Location Highlights / Property Overview / Property Highlights for portfolio docs (was silently hidden because the doc-level property type was empty).
•Building Name / City / Zip inputs on the Buildings step are no longer laggy when typing — local-state buffer makes keystrokes instant while the save still debounces in the background.

Fixed

•Decimal inputs on Assumptions (Cap Rate, growth rates, reserves), Expenses, Additional Income, Net Lease tenants, and Hotel ADR no longer eat the dot mid-typing — "7.5" stays "7.5" instead of becoming "75".
•Login, wizard Continue, and PDF Export buttons no longer double-fire on rapid double-click (was producing duplicate POSTs / wasted server work).
•Property Name now autosaves every 800ms instead of waiting for Continue — tab-away or refresh between keystrokes no longer loses the input.
•Selling Price flushes to the server on blur so closing the tab inside the debounce window doesn't lose the edit. Failed saves now surface a toast instead of failing silently.
•Single-property OM render (/render/{id}) no longer stalls 7+ seconds waiting on a slow third-party API for nearby highways.
•Editor pages (Buildings, Property Data, Rent Roll, Review) settle to their final height immediately instead of growing as data loads — eliminates a 600px content jump.

May 19, 2026

Attach a property video to any document

New

Property Video — YouTube, Vimeo, or self-hosted

Paste a video URL on the Images & Media step and we surface it three ways: a small "View Property Video" play badge on the cover, a matching link beside the Key Facts on the Property Summary page, and an embedded player in a new "Video" section on your public Property Hub. Works on Offering Memorandums, Sales Teasers, and Leasing Packages. Click the new card thumbnail to edit, or the × to remove.

Open a document

Fixed

•PDF logos with transparent PNG backgrounds were rendering as solid black boxes on the downloaded cover and TOC pages. Re-encoding now composites alpha against the right backing color, so logos render cleanly on both light and dark templates (the heritage cover was the most visible case).
•Wizard side-nav no longer locks future steps for the next viewer of a shared document — opening a doc after someone clicked Back to an earlier step now resumes from the furthest reached step, not the regressed one.
•Market Overview no longer overwrites the owner's saved content when a collaborator or admin opens the document. The Wikipedia/Wikidata auto-populate is now scoped to the owner only.

May 15, 2026

Custom branded templates + Listing Hub redesign

New

Request a custom branded marketing template

Upload a sample PDF plus a few brand references and the CREBuilder team will build a marketing template tuned to your firm's look. Annual subscribers get one free request included; monthly subscribers and additional requests are available on a paid basis.

Request a template

Improved

•Listing Hub property cards now show different stats for For Sale vs For Lease at a glance. For Sale shows Cap Rate / NOI / Building Size; For Lease shows asking Rent / Available SF / Open Spaces. Cards are also ~30% shorter so more fit per screen.
•Listing Hub header is shorter and the company address / phone / website is now legible against the gradient background.
•Map+Grid view fits two cards per row on desktop, with the map sized to 40% of the width — easier to browse a long list without losing the map.
•Address line on each listing card is now bigger and uses your brand-color map pin, instead of the small grey text it was before.
•Image editor crop tool minimum zoom dropped from 50% to 10%, so you can zoom way out and capture wider crops of the original photo.

Fixed

•Contact info on documents now falls back to your account profile whenever the document-level contact fields are blank — fixes the "wrong contact / missing logo / missing profile photo" issue on shared and freshly-imported documents.

May 14, 2026

Document transfers, team invites, and contact sync

New

•Team invites no longer expire. The seat is paid for the moment the invite is sent, so an invite that lapsed used to mean paying for an empty seat. They now stay valid until accepted or cancelled.
•Invitees who already have a CREBuilder account can accept a team invite by signing in — they no longer hit a dead-end registration page. Their documents travel with them when they join.
•Admin team list now shows the team's actual admin (name + email), with a flag when the billing contact is a different person.

Fixed

•Transferring a listing to another agent no longer makes the pictures, financials, and details look wiped. The data was never actually deleted — just attached to the wrong record behind the scenes. Listings you already transferred have been re-linked automatically.
•Adding a team member as a co-listing agent now carries the full profile through. Previously only their name and email came over; title, phone, and license number stayed blank even when filled in on the member's profile.
•Reply-To on contact form and listing inquiry emails now goes to the submitter, so hitting Reply addresses the customer instead of looping back to our support inbox.

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