🚀 July 2025 Radius Office Product Update Roundup
This month’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 View: 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.
