This month: manage contacts without leaving chat, sharper reasons to reach out, and the first release of Style Kits for presentations.
New
Manage contacts without leaving chat
RISE AI can now create, view, update, and delete notes and property preferences on a contact right from a chat conversation. Say what you need changed — “add a note that Jamie wants a fenced yard” — and RISE AI finds the right contact, shows you a preview of the exact change, and saves once you confirm. A quick correction mid-conversation no longer means leaving the chat to find the contact record. See it in action →
Brand your presentations in one click with Style Kits
If your Marketing Admin has set one up, just pick it from the new Branding section and your colors and fonts apply instantly and consistently across the whole presentation — no manual formatting slide by slide. Switch kits anytime, or clear back to default styling. Set up your first kit →
Custom Fields are back
Every agent’s business tracks something a little different, so you can now build your own fields to track whatever matters to you. They show up everywhere you’d expect — contact profiles, contact and SmartGroup filters (your saved, auto-updating contact segments), and email placeholders. We’ve also added new standard fields, including Job Title, additional email addresses, additional phone numbers, and additional street addresses, and future standard fields won’t break your existing setup. Create your first field →
RISE now connects to Cloze
Once connected, your Cloze contacts — including tags, birthdays, and property preferences — flow into RISE and stay updated as they change in Cloze. And when someone unsubscribes or resubscribes to your emails in RISE, we let Cloze know too, so both systems stay consistent without any manual copying between them. Connect your Cloze account →
Improved
Top 5 Contacts now gives sharper reasons to reach out
Top 5 Contacts (T5) surfaces the people most worth contacting today. New signals now factor in a matching listing’s price drop, a change in a contact’s property preferences, and a contact’s home ownership anniversary, alongside the engagement signals T5 already tracked — so instead of a generic nudge, you see the specific, timely reason behind each recommendation. See how the signals work →
Chat is noticeably faster
We’ve made a round of fixes to chat performance and reliability, including improvements to campaign creation, so chat should feel snappier whether you’re asking a question or building a campaign. See what’s changed →
Contact Types expanded
Covering relationships like Investor, Client, Tenant, Landlord, Property Manager, Referral Partner, and more — so you can segment contacts the way you actually think about your book of business. Two new special types round it out: Do Not Market, which excludes a contact from all marketing regardless of subscription status, and Personal, which excludes a contact from marketing by default (with the option to include them in a specific campaign if you choose). Browse the full list →
Market Insights is faster, with new charts
Market Insights has been redesigned with a much faster-loading page and new charts, giving you a quicker, clearer snapshot of local market conditions to share with contacts. Take a look →
On Mobile
Today in Market and contact cleanup, now on mobile
Two updates bring RISE mobile closer to the full RISE experience. Today in Market — the widget that surfaces daily local market activity relevant to your contacts, already on your RISE web home screen — is now on your mobile home screen too. And you can now delete a contact directly from the mobile app, right from the contact’s detail page. See it on mobile →
