Skip to main content

🆕 Radius Office Product Update Roundup

Updated this week

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.


​

November's Product Update

AI Takes Center Stage

Introducing Mel Voice

This November brought our biggest release yet: Mel Voice AI. Now you can interact with Mel using your voice to create clients, write offers, set up searches, and more—all hands-free. Plus, major CRM enhancements and mobile transaction management make November a game-changer.
​

Voice-Activated Capabilities:

  • Offer Writing: Dictate offer details and let Mel draft your offers hands-free

  • Create Client: Add new clients to your database using voice commands

  • Set Up a Search: Create property searches by speaking search criteria

  • Search for Client Info: Ask Mel to find client details instantly

  • Summarize a Client: Get AI-powered client summaries through voice

  • Voice Settings: Customize Mel's voice to match your preferences

New in My Active Clients / CRM Enhancements

Bulk Operations & Organization:

  • Email Alerts Toggle (Web): Control property alert emails directly from the web interface

  • Bulk Actions: Archive multiple clients, assign tags, change client types, or invite to your client app—all at once

  • Custom App Invite Messages (Web): Personalize your client app invitations with custom messaging

  • Additional Contact Details (Web): Capture more client information for stronger relationships

AI Prospecting:

  • Email & Text Prospecting (Web): Let Mel automatically engage clients via email and text to nurture leads 24/7

  • Automatic Summary Generation Settings (Web): Configure Mel to generate client engagement summaries automatically

New in My Transactions

  • Add Transactions on Mobile: Create listings, purchases, lease listings, or tenant rep transactions from your phone

  • Signing Queue on Mobile: Access and sign documents on-the-go

  • Milestones Achieved on Mobile: Track transaction progress from anywhere

Communication Platform Enhancement

  • Chat with Clients (Web): Communicate directly with clients through the web platform for seamless conversations

October's Product Update

October Breakthrough: Welcome to Radius CRA

Introducing Radius CRA (Customer Relationship Automation)

Say goodbye to traditional CRMs that only track data. Radius CRA is the modern evolution—proactive, adaptive, and AI-powered. Your AI assistant Mel now takes action for you: nurturing leads, following up with clients, prioritizing your pipeline, and surfacing the right activity at the right time. Focus on what matters most: relationships, production, and growth.
​

Smarter Client Organization

  • Client List with Custom Columns (web)

  • Advanced filters, Tags, and Smart Lists (web)

  • Additional client types: Buyer, Seller, Landlord, Tenant, Referral

  • Archive clients (web/mobile)

  • Bulk actions (web)

My Transactions

Personalized Client Details

  • Track birthdays, priorities, home anniversaries, and more

  • Real estate-specific search and property recommendations

  • Advanced property filters (web)

Home Filters

More Connectivity & Automation

  • Reverse Zapier integration with Follow Up Boss—sync client activity seamlessly into CRA

  • Mel automates outreach, scheduling, reminders, and follow-up across SMS, email, and chat

Mel Prospecting-1

September's Product Update

September Delivered: New Tools to Power Your Pipeline

New in Clients

  • Buyer Representation Agreement Quick Flow: Add, track, and manage multiple Buyer Representation Agreements for a single client in just a few clicks.

  • Signature Reminder Emails: Recipients receive daily reminders until they sign required documents—no more chasing signatures.

  • Unified Clients List (Mobile): Get a comprehensive view of all clients and quickly find who you need on-the-go.

New in My Transactions

  • Unified Transactions Tab: View all deal types in one place with enhanced sorting and filtering to locate transactions fast.

  • Overview Dashboards: Track performance with two distinct views—My Overview for individual agents and Team Overview for team leads.

  • Envelope Signing Queue: See which documents need your signature at a glance and sign them in one click.

Newsletter Graphics Team Lead 1

Newsletter Graphics Team Lead Overview Mine 1

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 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.

Related Articles
Create a Listing Agreement in Radius Office
Create & Submit an Offer in Radius Office
Radius Office Overview
Mel AI Engagement Score & Summary
Create and Use Email Templates in the Radius Office App
Did this answer your question?