We’re rolling out practical improvements across the board. Less clicking, better context, and features that help you focus on the work that grows your business.
August's Product Update
August's Product Update
Here’s everything we launched in August.
Let your AI assistant help you strengthen client relationships in even more ways.
AI Assistant Enhancements
AI-ASSISTED CALLING & TEXTING
Stay on top of every client conversation, even when you’re swamped.
Mel listens and learns from text and phone conversations.
Updates client summaries with detailed post-call notes.
Prompts you with suggested next steps after the call.
View all calls and texts in My Inbox in Radius Office.
USE YOUR RADIUS NUMBER
Call and text from your Radius number while Mel listens and summarizes takeaways.
NUMBER PORTING
Transfer an existing number to Radius to enable AI-assisted communication using the number your clients already know.
CUSTOM BRANDING FOR MEL
Personalize your assistant — name, logo, and photo — for a clean, branded experience.
CMA GENERATION BY MEL
Generate a branded CMA report in seconds and share polished PDFs with clients.IMPROVED CLIENT ENGAGEMENT SCORES
Scores now dynamically adjust based on communication frequency, giving you a clear view of who needs attention.
Radius Office Updates
EARNINGS DASHBOARD
Team leaders can now monitor agents’ performance, commissions, and cap status in Finances > Earnings.GROUPS WITHIN TEAMS
Organize large teams into groups, track performance at a granular level, and give group leaders access to just their transactions.CLIENT PROPERTY ALERTS
Automatically send property alerts that match client search criteria and get notified when they interact with their search boards.LEAD MANAGEMENT DASHBOARD
See all your leads (Zillow, FUB, email, and more) in one unified view.MULTIPLE BRBCs
Generate additional Buyer Rep Broker Compensation Agreements for the same client outside the quick-access flow and update signing order before sending.
Coming This Fall
AI-POWERED LEAD PROSPECTING
Mel will pre-qualify leads from chats and emails, so you can focus on hot opportunities.
SMART LEAD ROUTING
Automatically route leads to specific teams, groups, or agents based on lead source.UNIFIED TRANSACTION VIEW
Get a comprehensive snapshot of all transactions across web and mobile.VENDOR FEE TRACKING
Add vendors to transactions and financial reports for more accurate accounting.PROACTIVE DOCUMENT AUDITS
Pre-audit documents before sending to catch missing or incorrect information early.
July's Product Update
July's Product Update
July's updates include new features, enhancements, and tools to help you move faster, stay organized, and better support your clients, whether you're in the Office app, mobile app, or the branded Client App.
Radius Office Transaction Tools Updates
ENVELOPE ORGANIZATION
Envelopes are now grouped into clearly labeled sections: In Progress, Completed, Declined, Voided.
EXPANDED ENVELOPE OPTIONS
Easily manage your envelopes with added options like View, Download, Duplicate, Void, Void & Duplicate, Delete, all in one place.
EMAIL TEMPLATES (WEB)
Agents can now create and save templates for sending emails or DocuSign envelopes. This new feature is designed to streamline your workflow, save time, and ensure consistent, professional communication. Team Leads have the ability to create templates for personal use and templates that can be shared with their team, making collaboration even more efficient!
Learn More About Email Templates
UPLOAD PRE-SIGNED DOCUMENTS
Uploading documents just got a major upgrade. You can now upload multiple PDFs directly from your desktop to your transaction and choose whether to: Keep them private, share with your team, or attach to a transaction.
REQUIRED FIELDS NOW FLAGGED
Key fields are now flagged so nothing gets missed, helping you get through compliance faster.
DOWNLOAD BLANK FORMS
We’ve refreshed the interface to make viewing and downloading blank documents faster and more intuitive.
MOBILE NOTIFICATIONS FOR DOCUMENT VIEWS
Agents now receive a push notification on the Radius Office mobile app when a recipient opens and views a document for more than a few seconds.
Client App Lead Nurture Tools
ADVANCED SEARCH FILTERS
Apply multiple filters to narrow down results and find exactly what your clients are looking for.
INTERACTIVE MAP VIEWS
Browse listings visually with an intuitive map experience built right into the app.
DRAW ON MAP
Refine searches by drawing custom boundaries directly on the map, no need to rely on radius-based results.
FAVORITES
Let clients easily save and return to properties they love.
SAVED SEARCHES
Save filter settings for faster access and quicker search results.
EMAIL ALERTS
Get notified instantly when new or updated listings match your saved searches.
EXPANDED PROPERTY DETAILS
See more in-depth property info, including HOA data and other key insights.
Radius Office App Lead Nurture Tools
ADVANCED SEARCH FILTERS
Apply multiple filters to narrow down property results with greater precision..
MORE PRECISE SEARCH RESULTS
Create search boards that return listings within custom-drawn areas instead of relying on a set radius.
UPGRADED CLIENT PROFILE
Enjoy a cleaner, redesigned layout with clearer, more detailed insights into each client’s activity and preferences.
Coming Soon
AI-POWERED CALLING & TEXTING (AUGUST RELEASE)
Team leaders can generate and assign phone numbers to agents
Text and call directly from the Office App
Full SMS inbox
Mel creates smart summaries from calls and texts
No app needed for clients—calls and texts still sync
New leads from texts/calls can be captured and added as clients
CMA GENERATION BY MEL
Ask Mel to generate a CMA for any property or search, right from chat.
