Standard referrals are a great way to build your pipeline, but securing a confirmed appointment with a broker is the secret to locking in business.

With our new Calendly integration, you can now book mortgage appointments directly within the referral workflow while you’re still on the call. Instead of just passing over contact details, you can secure a confirmed time slot instantly.

From the Partner Platform, partners can head to Appointments to set up their calendly integration.

Once set up, when creating a referral in Street you will see the option to select the date and time for the call, based on the partner's availability.

Brokers can now set rules so referrals from specific branches are automatically assigned to the correct broker, reducing manual sorting and helping high-volume partners scale with less admin.

From the Partner Platform, partners can head to settings > assignment rules and create rules to determine who referrals should be assigned to depending on what Street agency or branch the referral comes from.

New filtering and note-copying tools in the Partner Platform give brokers the power to sort through referrals by agent or branch, and copy context seconds, keeping follow-ups fast and communication crystal clear.

You can now set and manage your Preferred Partners directly within Street.co.uk, ensuring your agency’s most trusted connections are always front and centre.

From company settings, click into the Partner Platform and use the three dot menu on the right of a partner to set them as a preferred partner. This is in preparation for our client self referral feature, coming soon.

You can now mark an Owner as a Confidential Contact, giving your team a structured way to manage sensitive transactions such as divorce or probate. Street.co.uk automatically removes personal details from communications, generates separate Memorandum of Sale versions, and clearly flags the record for careful handling.

From the owners page of a property, click the confidentiality button at the top right to toggle on the 'confidential contacts' feature.

When enabled, personal information such as correspondence address, email and phone number will not be shared between owners on the memo of sale, documents and emails.

For more information, see our Confidential Contacts help article.

You can now mark a person as Reasonable Adjustment directly on a person record. A clear on-screen indicator appears wherever they’re contacted or booked in, ensuring every interaction is handled with the right level of care.

From an individual person page, either when creating or editing the person, you can toggle the reasonable adjustment option on for them.

Once enabled, you will see a Reasonable Adjustment pill alongside the person’s name everywhere in Street, including the agent app.

For more information, see our Reasonable Adjustment help article.

You can now enable automatic memo generation at the point of offer acceptance. When all required details are in place, agents can accept the offer and generate and send the Memorandum of Sale in the same step. If anything is missing, Street.co.uk prevents the offer from being accepted until compliance is complete.

From your company general settings there is a toggle for 'Enable Auto Sales Memo Send'. When enabled by a company admin, the option to automatically generate and send the sales memo will show when accepting a sales offer, after clicking the 'continue' button.

For more information, see our Accepting a Sales Offer help article.

Sales Offers now have a defined end point, and you can add your own custom steps and mark them as mandatory. Legally required steps, such as relaying the offer to the vendor, are always enforced.

From the manage sales offer page, the 'accept sales offer' button can be used when the workflow steps have been completed.

For more information, see our Workflow settings and Sales Offer workflow help articles.

Review requests can now trigger automatically at key milestones, including accepted offer, exchange, or after a third viewing. Set the trigger at branch or company level, customise the email to reflect your tone and brand, and Street.co.uk sends the correct Google or general review link.

From your branch or company notification preference settings, you can add a Google review and standard review URL.

For more information, see our Notification Preferences help article.

AI-generated content tone of voice can now be set at enterprise level, ensuring consistency across every branch and every user.

If a vendor doesn’t have an email address and you attempt to send a valuation, relay an offer, or send a memo, Street.co.uk now prompts you to confirm how the information will be delivered. You can log that it’s already been sent or create a task to ensure it is. Nothing gets lost. Nothing goes undocumented.

For more information, see our Sending Emails help article.

A new report highlights vendors with missing email addresses so you can update records proactively and protect Vendor App adoption before it becomes a problem.

From the reporting suite, in the Properties section click the 'owners without an email' report.

You can now assign team members directly to Sales Offers, giving clearer ownership and smoother internal progression.

From a sales offer page, select the assignee from the top right.

Calendar tooltips now include key numbers, giving agents faster access to the information they need when preparing for appointments.

File uploads now show which user added them, bringing clearer accountability and better oversight across your team.

A new AML Requests Report gives admins a downloadable breakdown of who initiated AML checks, which vendor was used, what tests were run, and which property they relate to. This sits alongside the existing AML status report and provides much clearer cost visibility.

From the reporting suite, in the AML section click the AML Requests report.

There’s now a dedicated Lets Agreed Overview report giving lettings managers instant visibility over volume, rental value, fees and days to let, using the true let agreed date for accurate reporting, delivering board-ready numbers without manual reconciliation.

From the reporting suite, in the Lettings section click the Lets Agreed Overview report for a detailed breakdown.

Every maintenance job now starts with clear ownership. When created, the assigned property manager is added automatically, ensuring the right person is accountable from the first click, with the flexibility to override if needed. It keeps your team aligned, your service levels strong, and your portfolio moving without delays.

On the 'create maintenance job' page, the assignee field will default to the property owner. If there is no property owner, it will remain unassigned.

Contractors now receive a PDF version of their works order, giving them a clear and structured summary of the job from the outset.

When instructing a contractor, the 'Quote Instructed' notification they receive via email will include a PDF attachment of the works order.

Invoice exports and the Open API now include a full line item breakdown, giving you clearer reporting and more detailed financial data.

From the invoices table, click the 'export' button at the top right and select the 'line items' option.

You can now edit subject lines when creating email templates, giving you more control over tone, relevance and brand in every inbox.

From branch or company settings, in the edit notification content section, you can set the subject line of emails.

For more information, see our Edit Notification Content help article.

You can now toggle on a marketing preferences link in your email footer. Recipients can update their preferences themselves, keeping your database compliant and reducing admin.

Within your company notification preference settings, you can toggle on the 'Enable Marketing Preferences Link'.

When enabled, emails to clients (excluding contractors) will include an option to set their marketing preferenecs.

Each contractor now has a dedicated Invoices tab, giving you a clear, filterable view of all charges and outstanding balances in one place. It makes reconciliation faster, reduces admin, and ensures nothing owed slips through the cracks.

From the contractor page, click the invoices tab to see a breakdown of all invoices they have supplied and their status. From here you can quickly navigate to the job and view the invoice, using the three dot menu on the right hand side.

For more information on contractors in Street, see this help article.

Statements and invoices can now be combined into a single downloadable PDF, reducing manual stitching and improving the clarity of what you send to landlords.

From your accounting settings, click into the payment advice & statements section and you'll see the option to consolidate invoices, under statement settings.

When enabled, all invoices that would send with that statement will be merged into a single PDF attachment rather than sent as separate files.

Recurring charges reports can now be filtered by service level, giving clearer oversight across different management tiers and fee structures.

From the reporting suite, click into the Recurring Charges report and you'll see a new filter for service level.