Changelog

The Deals page has been rebuilt around the way you actually work a pipeline — one place to switch between board, table, timeline and calendar views, filter by referrer, and focus on just your favourites. Alongside it, the AI deal summary now reads your uploaded documents, the browser extension tells you exactly what it filled, and a broad security-and-reliability pass landed underneath.

Deals workspace

• A redesigned Deals page — cleaner header, toolbar and deal cards.
• Four ways to see your pipeline — Board, Table, Timeline and Calendar — switchable from a single control, with a board minimap for navigating large pipelines at a glance.
• Filter by referrer and "Show favourites only", now applied on the server so they stay fast and consistent as you page through deals.
• The view switcher is fully keyboard accessible.

AI deal summary

• The AI deal summary now also draws on data AI has extracted from uploaded documents, not just typed form answers — so the summary reflects what's actually in the client's paperwork.

Browser extension

• Per-field feedback when auto-filling — see at a glance which fields were filled, skipped or failed.
• An advisory warning when the applicant you're filling for doesn't match the deal's active applicant, so you catch a mismatch before it lands.
• Smarter dropdown matching — option lists and value mappings are reconciled and normalised, so more fields populate correctly the first time.

Fixes and polish

• Fixed a bug where a saved delay setting on a workflow item could abort saving a form submission.
• Client-intake (Collect) magic links and the browser-extension API stay reliable now that tenant isolation is enforced end to end.

Security and reliability (behind the scenes)

• Personal information and secrets are now automatically masked in every server log through a single central safeguard, rather than relying on each log line to sanitise itself.
• Resolved a batch of code-scanning findings — regular-expression denial-of-service and cross-site-scripting hardening, including rendering footer links and logo previews through normalised URLs.
• The admin/kernel console is now restricted to platform super-admins.
• Continued supply-chain and CI hardening across the build pipeline.

When a deal has more than one applicant, client intake (Collect) now guides each person through their own part — organised into clear, sequential sections, with the option to invite a co-applicant to complete their details themselves while everyone else keeps moving.

Multi-applicant intake (Collect)

• Intake now splits into ordered sections — shared (joint) sections plus a section for each applicant — instead of one long interleaved form, with each section unlocking once the one before it is complete.
• For each co-applicant's section the primary can choose "I'll do it" and fill it in themselves, or invite the co-applicant to complete their own part through their own secure link — so two people can work on the same deal at the same time.
• An invited section shows live progress (for example, "Waiting on Jane — 1/3") and can be reclaimed at any time, keeping anything already entered.
• A completion review before submitting confirms every applicant's required sections are done.
• Each applicant's section pages through one question at a time, the same focused flow single-applicant deals already get.

Forms and workflows

• The workflow Documents tab now supports drag-and-drop and multi-file upload, with a single dialog to bulk-apply a category, description and "required" flag across the files — or edit each one before uploading them in a batch.
• A cleaner default form builder and workflow editor: advanced and power-user controls (field key, indexed and searchable toggles, JSON export, default entry steps, manual-creation form) can now be switched on per organisation rather than shown to everyone.

Deals

• The AI deal summary now refreshes automatically when something it reads has changed — form answers, stage, applicants or item progress — so the summary on the Summary tab stays current without a manual regenerate. It updates quietly in the background and never blanks the card.

Fixes and polish

• Form questions with both a minimum and a maximum now enforce both — previously a value over the maximum could slip through — and validation messages no longer show a stray "null".
• Desktop and sign-in background images are now served by ZiplineOS itself instead of a third party, so they load faster and reliably, with automatic recovery if a saved background ever goes missing.

Quality-of-life updates to forms — tidy up your form list, show answers in more useful formats, and build richer conditional logic.

• Archive forms you no longer use, and restore them later, to keep your active form list clean.
• New display formats for questions — amount with a frequency (e.g. "$X per month") and a number with a unit.
• More conditional-logic operators for form rules, including "does not contain" and additional numeric comparisons.

Two major additions: a self-service billing area with secure card payments and invoices, plus Contact Profiles that build a single, up-to-date picture of each client across all of their deals.

Billing

• A new Billing area with a clear account overview.
• View and download invoices as PDFs, including one-off invoices.
• Pay securely by saved card.
• Automated payment reminders and access handling for overdue accounts.

Contact Profiles

• A Contact Profile that consolidates a client's details gathered across multiple deals.
• Suggested profile updates are routed to a broker for review before they're applied — nothing changes automatically.
• Cross-deal matching keeps a client's information consistent everywhere it appears.

Forms and intake

• Live, as-you-type formatting for number, money and phone fields.
• Type-aware formatting of values across both the intake and deal views.
• A new Entity Reference question type that links a question to another form submission.
• Nested-form history coverage — keep adding entries (such as address or employment history) until a required number of years is covered.
• Mark forms and fields as internal-only.
• Client intake (Collect) layout fixes: removed unwanted horizontal scrolling, and validation errors now appear inline.

A redesigned Deal Workspace, a central control plane for AI features (including spend controls), and AI-assisted document analysis.

Deal Workspace

• A redesigned deal view with a Summary tab and an AI Deal Summary.
• New workflow views — Detailed, Checklist and Board — plus Focus and Compare modes.

AI management and cost controls

• A central place to manage AI processes and tailor them per organisation.
• Prompt management with versioning and promotion.
• An audit trail, dashboards and alerts for AI activity.
• Cost controls — spend estimates and configurable spend limits.

Document Intelligence

• AI-assisted document analysis, with an extraction preview built into the deal's Documents area.

Forms and intake

• Modern calendar date and date-time pickers for date questions.
• Validation improvements — ABN format checks, numeric minimums and maximums, and cleaner number entry (no spinner arrows or accidental scroll-to-change).
• "Required later" file requests are gathered in the Documents section.
• A new comprehensive Australian mortgage fact-find form template.
• Transactional emails now read as plain, personal messages.

Introduces AI Fact-Find — automatically draft answers from uploaded documents — alongside a wave of client-intake form improvements.

AI Fact-Find

• AI Fact-Find reads uploaded documents and drafts answers to your fact-find, which you review and apply before anything is saved.
• Configurable per organisation (enable or disable, and set a confidence threshold) from Admin settings.

Intake forms

• Richer question display modes, including grid layouts for dropdown and multi-select questions, shown consistently across the builder preview, intake and nested forms.
• Automatic page breaks between forms for a cleaner, step-by-step flow.
• A Back button alongside Continue in the form filler.
• The Add button moved below the cards in multi-instance and nested forms, with instant add and delete.
• Stronger completeness checks for nested and multi-instance forms.
• Answers are only flagged invalid once you leave a field, and clear the instant they become valid.

Deals

• The Lead-stage swim lane is hidden from deal views unless it's been granted.

More control over how each question is presented, plus visual polish in the client-intake (Collect) experience.

• Per-field presentation controls now live in the form builder, so you decide how each question looks.
• A slider option for money questions.
• Visibility rules are now fully portable — a form's show/hide logic behaves the same wherever the form runs.
• Collect polish — cleaner header and footer spacing, and the organisation name is hidden when a logo is shown.

A new validation engine that checks answers consistently as they're entered, plus a ground-up rebuild of the form-filling experience on phones and tablets.

Validation

• A new validation engine checks each answer against its question type — text, number, email, phone, date, selection, file and nested forms — consistently across the form-builder preview, client intake and deal views.
• Built-in checks for Australian postcodes, valid phone numbers, and required acceptances (such as ticking a consent box), plus contact-role rules.
• Errors show in a live preview while you build the form, so what you author is what the client sees.

Mobile and tablet intake

• A rebuilt mobile form-filler — the Continue button stays docked to the bottom of the screen, the page no longer jumps on load, and sizing is correct on iOS.
• Smoother paging between forms and steps on small screens.

Forms can now calculate values, reuse answers across repeated sections, and render the right number of copies automatically.

• A new Formula field — a read-only, calculated value derived from other answers that you can drop into merge fields and documents.
• Formula values on PDFs — calculated figures can be stamped onto generated documents.
• Aggregate merge fields for repeatable forms (for example, totalling across every entry), with the merge-field picker now finding fields across nested forms.
• Repeatable forms by cardinality — intake renders the right number of form copies automatically, such as one per applicant.
• A read-only Display (Message) question for adding instructions or notes inside a form.
• Per-document sending for signing, with reactions and clearer invalidation when something changes.
• A refreshed disclaimer checkbox.

A wave of polish across the client-intake experience, improvements to quote estimates, and fixes to the form rule builder.

Quote estimates

• An Include Residual toggle wired through to the calculation engine.
• A clearer finance disclaimer in place of the old comparison-rate note.
• A manual-continuation Continue button for quote integrations.

Intake polish

• Consistent branding and theme across the documents and completion views.
• Responsive width on tablet and mobile.
• Faster completion — the round-trips after submitting a form were collapsed.

Rule builder

• The field picker now shows fields from the selected form, and no longer renders blank for valid rules.
• Cross-form visibility rules preserve answers when forms are partitioned.
• Signatures are now applied to the finalised document.

Two new portals begin rolling out — an Inventory portal for tracking stock, and the foundations of an Invoicing portal.

Inventory (early access)

• Items with locations, stock levels and movements, and a per-item activity feed.
• Per-tenant tags to organise items, replacing the single category.
• Server-side search and pagination on the items list, inline on-hand editing, and a primary image per item.
• Scan-to-accumulate for fast stock-takes, and printable labels for registered machine codes.

Invoicing (foundations)

• An Invoicing portal scaffold, with per-tenant invoice numbers and SKUs.

Both portals are dark-launched behind access flags while they're built out.

A big performance pass on the client-intake experience, per-source lead forms for capturing enquiries, and cleaner default form presentation.

Performance

• The client-intake (Collect) experience loads noticeably faster — routes are code-split, the PDF stack loads only when needed, and pages stream in without long freezes.

Lead forms

• Per-source lead forms — capture different information depending on where an enquiry came from.
• A broker Lead section on the deal page, with anonymous enquiries hidden until they convert.

Forms

• A cleaner default presentation: inline, borderless, one question at a time.
• Image display fields — add images to forms with upload, size presets and a live preview.
• "0 = unlimited" repetitions for forms and workflow items.

This release brings every part of ZiplineOS under one consistent side navigation, introduces Flows for connecting outside tools straight into your CRM, and makes the CRM noticeably faster. You can also now install ZiplineOS as an app. Behind the scenes, we began rolling out a safer draft-and-merge way to edit form workflows, which is starting to reach tenants gradually.

Navigation & app experience

• One unified navigation rail now spans every part of ZiplineOS. The new collapsible side rail remembers whether you've pinned it open or tucked it away, auto-expands on hover, and keeps your icons in place as it slides — so jumping between your forms, Drive, Broadcast, CRM and the other portals feels like one product instead of many.
• Folder trees and in-context menus are built in: Drive shows its folder structure right in the rail, form workflows can be starred for quick access, and row actions are a click away without leaving the page.
• Install ZiplineOS as an app. You can now add ZiplineOS to your desktop or phone home screen and launch it in its own window like any other app.

Flows (connect your other tools)

• New Flows connector lets outside tools push data straight into ZiplineOS. A flow can create a contact in your CRM automatically — mapping names, email, phone, tags and custom fields from whatever sent the data.
• Clearer setup and safer duplicate handling. Each flow now has an endpoint panel showing its web address, keys and a ready-to-copy example, plus an always-visible field picker for mapping incoming data. Contacts are only treated as duplicates on an exact first-name, last-name, email and phone match.

CRM

• A noticeably faster CRM. Contact lists, dashboards and search have been reworked to load quicker, especially for larger organisations with deep contact hierarchies.
• More accurate billing — practice and test deals are now kept out of your usage and billing figures so your numbers reflect real client work.

Forms & workflows

• Safer workflow editing is on the way. We've started rolling out a new draft-and-merge way to edit form workflows — edit a working copy, review every change side by side, and merge it in only when you're happy, with a version history you can roll back to and deals that stay pinned to the version they were created on. It's being switched on gradually, so it may not be visible in your account yet.
• Cleaner editing throughout — friendlier in-app dialogs replace abrupt browser pop-ups, edits to form items save reliably even when you rename them, and new workflow-creation forms make starting a workflow from scratch quicker.

Admin & distribution

• Central catalog for sharing workflow packs. Admins can now version, review and publish reusable workflow packs from a central catalog and push updates out to tenants, with new admin screens to manage it all.

This release begins the rollout of Flows — a new way to capture data from anywhere and run it through your own automated steps, starting with an early pilot — and gives the Quote Tool a sharper, more reliable foundation for gathering client details and reusing your setups.

Flows (early rollout)

• Visual flow builder — design your own automations on a canvas: add steps, configure each one, and run a test before going live. This first version is rolling out in phases, starting with a pilot, so it won't appear for every account yet.
• Capture data from anywhere — a new secure intake link lets outside systems and forms send information straight into your flows, so nothing has to be re-keyed by hand.
• See every run at a glance — each flow keeps an execution log and live KPI tiles, so you can confirm work happened and track the numbers that matter.

Quote Tool

• Refreshed qualifying questions — the questionnaire now uses a single, consistent 36-field set, so you capture the right client details every time without duplicate or missing fields.
• Reuse your setups in one step — quote configurations can now be exported and imported as a file, making it easy to copy a working setup between environments or roll out an update.
• Smoother end-to-end quoting — runtime fixes and a more reliable two-phase save mean importing a published sheet and producing a quote now works cleanly from start to finish.
• Simpler calculation setup — the standalone calculation picker has been removed in favour of one clear scope selector, so there's only one place to choose how a quote is worked out.

Dashboard & access

• See the apps you're entitled to — your dashboard now shows the apps available to you based on your access rather than your subscription, so the right tools appear where they should.
• Sign-in and invitation fixes — Gmail-style email addresses (with dots and aliases) are now matched correctly at sign-in, and previously removed users can be re-invited and restored without getting stuck.

This release introduces OmniSearch — a single, fast search box that finds contacts, referrers and records from anywhere — alongside an early Quote Tool for client intake forms and a redesigned Contact 360 view in the CRM. Plenty of behind-the-scenes hardening rounds it out.

Search

• OmniSearch is here — one search box to find contacts, referrers and records across the app. It opens with your recent items, then fills in matches as you type, with typo-tolerant fuzzy matching so near-misses still surface what you meant.
• Filter as you search — entity-type chips and inline filter tokens let you narrow to just the entity you want (for example, only contacts) without leaving the keyboard.
• Searches your custom fields too — results can reach into custom fields on contacts and referrers, and you choose which fields are indexed for search. Items you open often rise to the top automatically, based on your own recent activity.

Collect (client intake)

• New Quote Tool step (early access) — intake forms can include a live quoting step that runs your calculation engine inline, takes over the screen for a focused quote experience, and maps answers into your quote logic. It is dark-launched behind a feature flag to start, so it rolls out gradually rather than being switched on for everyone.

CRM

• Contact 360 redesign — a cleaner contact view that pulls everything together in one place, including a new Rolodex dashboard. It rolls out behind feature gates.
• Linked form answers on the contact — values from a contact's linked intake forms now appear directly in the Contact Details sidebar, so you can see what the client told you without digging.
• Custom fields for referrers — add, edit and manage your own fields on referrer records to track the details that matter to your business.

Quoting

• Easier rule building — rule editors now offer schema-aware autocomplete, plain-English explainer cards for how figures are combined, and a clear summary of what changed each time you publish.
• Change safety — new drift detection flags when published quote logic has diverged from its source, helping you catch surprises before clients do.

This release brings the first preview of a new quoting engine that matches your clients to suitable lenders and works out indicative pricing — all built inside a safe sandbox you can test against sample applicants before anything goes live. It launches as a pilot with a small group of lenders. We've also added contact warning flags, automatic emails when a deal changes hands, and easier control over team roles and access.

Quoting & lender matching (early preview)

• Introducing lender matching — set up your lender offerings and tiers, then shortlist the lenders that fit each client's situation, with an AI assistant that can suggest policy rules and read them straight from a lender's PDF.
• A new pricing engine calculates an indicative final rate for each matched lender offering, so a shortlist comes with pricing attached rather than a manual lookup.
• All of this lives in a new quoting sandbox where you build and test lender policies against sample applicants before publishing — compare your changes against what's live, try live overrides, and import or export your policy collections and groups. It launches as a 10-lender pilot, with Pepper and Metro among the first.

CRM & contacts

• Added contact warning flags so you can flag a contact with a banner, pick from a catalogue of warnings, and dismiss or remove them as situations change.

Deals

• When a deal is reassigned, the new owner is now emailed automatically, so nothing slips through the cracks during a hand-off.

Team & access

• You can now deactivate and reactivate team members directly from the user edit screen, keeping access tidy when people join or leave.
• Introduced the first version of a roles and permissions matrix, letting admins create custom roles and set what each role can do.

This release brings a redesigned document experience with thumbnails and bulk upload, the first building blocks of in-app quoting, and a smarter AI pipeline that sorts and names client files automatically. It also delivers a sweep of usability, accuracy, and accessibility improvements across the Deal workspace, CRM, client intake, and reporting dashboards.

Documents & Drive

• Redesigned Documents tab — files now appear as visual thumbnails, with one-click bulk upload and the ability to download everything at once as a single ZIP.
• Automatic file sorting — uploaded client documents are now classified, checked, and renamed automatically by AI, so files land in the right place with sensible names without manual tidying.
• Safer file handling — deleting a document now asks for confirmation first, and document cards can be operated entirely by keyboard.

Quoting (new)

• Quoting groundwork — the first version of the in-app quoting experience is now in place, laying the presentation layer and provider connections that future quote features will build on.

Deals & workflows

• A more reliable Deal workspace — the back button now returns you to the Kanban board with your tabs intact, deal titles can no longer be left blank, deal cards show tidy compact currency, and deleting notes asks for confirmation first.
• Manage applicants on a deal — you can now remove an applicant from a deal directly, with sensible per-role limits on how many applicants a deal can hold.
• Clearer progress tracking — the stage navigator now counts only the items that are actually required, so the "complete" tally reflects what genuinely needs doing.
• Cleaner Kanban views — irrelevant stage columns hide based on your status filter, table sorting handles empty values gracefully, and workflow status labels read in plain English.

Collect (client intake) & forms

• Smoother client intake — forms now auto-advance correctly end to end, hidden fields no longer leave awkward blank gaps, and step visuals and completion indicators were polished throughout.
• More dependable form logic — visibility rules now handle unanswered and outstanding-document fields correctly, and form templates must have unique names within each organisation.
• Safer portal links — revoking a client portal link now asks for confirmation first, so access can't be cut off by accident.

CRM

• Better contact search — you can now find contacts by phone number, including matches across different number formats.
• Quick Actions that work — the Log Call and Add Note buttons on a contact now do what they say, and the Add Contact dialog lays out cleanly on every screen size.

Broadcast & marketing

• Flexible email starts — the broadcast wizard now offers both a visual builder and an HTML start-from-scratch path, with clearer labelling that the email body is markdown.
• Safer sending — the Send Email button stays disabled until a subject, body, and recipients are all present.

Dashboards & reporting

• More accurate Telemetry charts — deal statuses (including On Hold) now show as their own slices, monthly trends no longer drop recent months, currency and dates display in correct Australian formatting, and "new this month" counts reflect the actual calendar month.
• Clearer audit logs — action filters are complete, details render as readable text instead of raw code, and custom date ranges are validated.

Everywhere

• Navigation and polish across the board — proper 404 pages for unknown links, working deep-links and breadcrumbs, the sidebar auto-collapsing on tablets, and dozens of small accessibility, layout, and wording fixes throughout the app.

This release lets AI read a client's uploaded documents and fill in their form answers automatically, and introduces referrer records so you can start tracking who's sending you business. Forms also got tidier, clearing away answers that no longer apply.

Collect (client intake)

• AI document data extraction — upload a document and let AI read it and fill the matching form fields for you, so clients and your team spend less time re-typing details that are already on the page.
• Cleaner forms — when a question is hidden because it no longer applies, its answer is now cleared on save, so saved forms only keep the answers that actually matter.
• Various small fixes and polish across the form-filling experience.

CRM

• Referrer records (early access) — a first phase of referrer tracking lands, with a dedicated portal screen to create, view, and manage referrers so you can start keeping track of who is referring clients to you. More referrer functionality is on the way.

This release gives your client intake forms a proper documents workflow, lets clients defer non-urgent information, and supports filling out repeatable sections inline — so clients can get started faster and you collect everything in one place.

Collect (client intake)

• Documents in Collect — clients can now see a dedicated Documents section and act on their files inline (upload, view and manage) without leaving the form.
• "Required Later" toggle — mark information as needed down the track rather than blocking submission, so clients can get started straight away and finish the rest when they're ready.
• Repeatable sections inline — forms that need more than one of something (multiple applicants, properties or income sources) can now be filled out as inline multi-instance forms, right where you are.