Introduction

It feels like we say we are so excited to announce our new features every time... but we really mean it! This release is particularly special because our Developer team has been working on some of these tools for over TWO YEARS making sure they were absolutely perfect for our users like you. Please enjoy these release notes, watch the summary video, and enjoy your time on LoftyWorks. 

Release Date

The features in this release are scheduled to go live on Tuesday, February 27th, 2024.

Walkthrough Video

Summary

• Dashboard Updates
• New Lead Page
• Contracts Filter
• Documents Filter
• DocuSign Integration
• TransUnion Tenant Screening

Dashboard Updates

We recognized that our Dashboard wasn't serving our users to its fullest potential, so we gave it a complete makeover. The new Dashboard looks better and has filters built in that can help you get around LoftyWorks.

Here is the new Dashboard. You can reorder the sections (we're calling them Panels!) to your liking by clicking on the Settings Wheel and dragging it to your desired position:

Each Dashboard is unique, so you can set the Panels how you like them without affecting anyone else on your team. 

Each Panel is linked to its corresponding section in LoftyWorks, so you can easily navigate to the right places without having to search for them. For example, clicking on the Overdue Tasks Panel will take you to the Tasks tab with the Overdue filter applied. This makes it easy for you to get right to action. 

As a quick reminder, here is the old Dashboard. We thank her for her service and lovingly lay her to rest! 

New Lead Page

This feature came from user suggestion. Thank you to everyone who helps make LoftyWorks better!

Our users shared that they manage people on their pre-tenancy journey (AKA "Leads") differently from anyone that is a current Tenant or other person they do business with (AKA “Contacts”).

To align our product with how you work, we moved Leads to their own section and gave you some enhanced management tools, including new Filters. 

• In LoftyWorks, a Lead is anyone with the type: Applicant
• A Contact is anyone whose type includes: Tenant, Vendor, Landlord, Property Manager, etc.
• Once a Contract is created, the Lead will automatically switch to a Tenant and move to the Contacts tab.   

Contracts Filter

The new Dashboard updates gave us the opportunity to improve the Filters in our system. You will enjoy our new Contracts filters that tie into the Dashboard panels. 

The brand-new Contracts Dashboard Panel will take you to the corresponding filter when you click on it. For example, clicking on Upcoming Renewals will take you to the Contracts page with a filter applied to show renewals that are coming up. 

We think you'll love how easy it is to view your contracts with the new Start and End date filters. Here is what you'll see with the new filters:

As a reminder, here is what the old filters looked like:

Documents Filter

We spent a lot of time thinking about how we could improve our filters to make our users' lives easier. The next area we found an opportunity in is the Documents section. We have added a Status filter that will make it easier for you to find documents that are Valid, Uncertain, Expiring, and Expired. 

To give you more flexibility, you can now select multiple Statuses and Document Types when you are applying a filter. 

Here are the new Document filters:

Say goodbye to the old Document filters:

DocuSign Integration

We know you'll be especially happy with this one! One of the top requests our users ask for is the ability to securely send documents for e-signature. This integration took multiple years of coordination and development by our amazing Backend Tech team. We are so, so, so delighted to finally announce our built-in DocuSign integration!

Here's what you need to know:

• Each DocuSign account can only be connected to one (1) LoftyWorks account.

  • This means that if your team shares the same DocuSign login credentials, you will need to pick one LoftyWorks account to integrate it with.

    • If another team member integrates the same DocuSign account, the original account will be disconnected.
• This integration was designed so you can take advantage of Templates in DocuSign. This means that you only have to create it once then you can reuse it over and over. 

For the full DocuSign write-up, please check out DocuSign Integration.

TransUnion Tenant Screening

This is another integration that our Backend team spent multiple years coordinating and building out and we are so excited to launch it for you this week! With the integration of LoftyWorks and TransUnion, you gain access to a seamless background check process, allowing you to make well-informed decisions. 

Here's what you need to know:

• Your Workspace details (particularly your address) will need to be complete in order for your TransUnion account to be connected to LoftyWorks.
• There is a cost associated with the background checks. This cost includes Credit Report and Score, an Income Insight, Criminal Background Check and Eviction Related Proceeding Information.
  • NOTE: During the Beta program, the cost of up to ten (10) background checks will be covered by LoftyWorks. 

For the full TransUnion write-up, please see Integrate with TransUnion or Tenant Screening.

Questions?

Thank you for taking time to invest in your LoftyWorks learning. We hope you enjoy our best-in-class Property Management software. If you have any questions, comments, concerns, quips, queries, or quandaries, please email support@loftyworks.com.