Brokerages spanning multiple verticals now see every deal, loan, and closing in a single hierarchy-aware pipeline.
If your brokerage runs more than one line of business, you no longer have to flip between dashboards to see the whole picture.
The unified pipeline rolls up real estate deals, mortgage loans, and title closings into one view — scoped to exactly the people you oversee, so a team lead sees their team and an owner sees the whole house. Ask GiGi works here too: "what's my total pipeline across all three verticals?"
Compare performance across agents, loan officers, and title pros — with visibility that follows your hierarchy.
Leaders can now pull a per-person scorecard for anyone in their downline and compare two people side by side. "Who's my top performer this quarter?" and "who has the lowest pull-through this month?" both answer instantly.
Visibility is hierarchy-aware: you only ever see the people you're responsible for.
GiGi now unlocks features in phases as you're ready for them, instead of dropping everything on you at once.
New accounts can feel like drinking from a firehose. The phased activation engine fixes that: capabilities unlock in a sensible order as your account shows it's ready, with clear "what unlocks next" signposting the whole way.
Ask GiGi "what phase am I in?" or "what do I need to unlock sentinels?" any time.
Brokerages can require multi-factor sign-in for their whole team, with lockout protection on repeated failures.
Protecting your clients' data starts with protecting the login. Multi-factor authentication can now be required at the brokerage level, not just offered.
We also added lockout protection that temporarily blocks sign-in after repeated failed attempts, and a grace-period banner so nobody gets locked out by surprise. Set it up under Settings → Security.
Write a message once, drop in variables like the client's name or closing date, and reuse it everywhere.
Stop rewriting the same email. The new template engine lets you save email and SMS templates with variables — {{first_name}}, {{closing_date}}, and many more — that fill themselves in per contact.
Preview any template against a real deal before you send, and ask GiGi "what variables can I use in a template?" whenever you forget one.
Key records now keep a version history, so you can see who edited them and restore an earlier version.
Mistakes happen. Now they're recoverable. Important records carry a full version history — open the history drawer to see who changed what and when, and restore any earlier version with one click (restore is owner-gated).
Ask GiGi "who last edited the Smith deal?" to jump straight to the trail.
New users choose their role on the way in and land on a workspace already tuned for how they work.
Onboarding now starts with a simple question: what do you do? Pick a role — agent, loan officer, title professional, and more — and GiGi pre-configures the right surfaces, sentinels, and defaults so you're productive on day one instead of day ten.
Changed your mind? You can switch presets any time.
Our marketing site got a ground-up rebuild with sharper messaging, better share cards, and faster pages.
We rebuilt gigiguides.ai from the studs up: a consistent layout and navigation, a refreshed set of feature and comparison pages, auto-generated social share cards, and the SEO groundwork so the right people can actually find us.
This very changelog is part of that work — welcome to What's new.