Joymore launched with a simple contract: forward us your paperwork and every document gets checked against your rules. Joymore 2.0 rebuilds everything around that check. Joymore now understands the deal itself: not only what kind of transaction it is, but where it stands in its journey, which requirements apply right now, and which dates come next. This is version two of transactions, top to bottom.

Every file, understood

Joymore now studies each transaction the way a seasoned compliance manager reads a file: the paperwork, your checklists, and the guidance behind them, all together. It writes down the situation in plain language, places the file in the correct stage, and determines which requirements actually apply.

That understanding stays fresh on its own:

• New documents, recorded facts, or a passed deadline trigger a fresh read. Routine bookkeeping never does, so files aren't churning.

• Edit a checklist, or the guidance behind it, and every open transaction quietly re-assesses against the new rules.

• The overview shows when the file was last read and what's happened since, so you always know how current the picture is.

• New files get their first read the moment they're created. There's never a blank page.

The journey, on every file

Every transaction now shows its journey: the stages behind it, the phase it's in, and what's ahead, with decision progress in each phase and the expected closing date drawn from the file's own dates.

Key dates that run the deal

Joymore now tracks the dates a deal actually runs on: acceptance, inspection and objection deadlines, earnest money, possession, closing.

• Dates are read from the documents themselves, with the evidence pinned to the exact page.

• When an amendment moves a date, the new one supersedes it and the history stays.

• You're notified while there's still time to act, and again if a deadline passes unmet.

• Edit any date right on the cover sheet. Your corrections always win.

Dates aren't just displayed, they drive the work: reviews verify the file against them, and the transactions list can sort and group by what's due next.

A checklist that knows what's required, and when

Checklist items now switch on and off with the deal. A requirement that only matters after going under contract shows as Not required yet instead of nagging from day one, and turns on by itself when the file gets there.

• Documents, findings, and issues anchor to their checklist item, so evidence and history stay attached across reviews.

• The compliance rail leads with what needs you: Needs your decision, Waiting on others, Waiting on info, with the full checklist always beneath.

• Reword a requirement and only that item gets re-checked. Nothing else churns, and nothing loses its history.

Reviews end in decisions

When a review surfaces issues, Joymore walks you through them right in chat: one issue at a time, with the evidence alongside. Confirm, dismiss, or mark a false positive; add a note for the record; change your mind any time, even after the fact. When you're done, Joymore reads the tally back and proposes follow-ups only for what you actually confirmed.

Views built for operations

The transactions list is now yours to shape:

• Filter, sort, and group the list, then save it as a view. Keep it yours or share it with the team.

• Or just describe it: "active files closing in the next two weeks with unresolved issues" becomes a view, built by Joymore.

• A new Issues column shows decision progress on every file.

Also in 2.0

• Knowledge, simplified. No more choosing between checklist and playbook types. Every knowledge document is just a document; mount it to transactions and its items become the checklist.

• Automations wake on app events. A trigger from any connected app (a label in Gmail, a completed signature, a new row in a sheet) can now start an automation.

• Brokerage identity. Record your brokerage's legal name and license number, and each member's license. Joymore treats a license number printed on the paper as the strongest proof of which side you represent.

• Audit tab. The complete event record on every transaction, with a toggle for system-level events.

• Transaction switcher. Jump between files from the header, sorted by what needs attention.

Fixes & improvements

• Reviews wait for arriving documents to finish processing, then run once.

• A review never re-triggers on activity it already covered.

• Switching documents shows the page instantly, and large lists got much faster.

• Scanned pages render right-side up.

• Document names with special characters download correctly.

• Automation schedules read in plain words, never cron syntax.

• Cmd-click anywhere in the navigation opens a new tab.

• Saved column layouts always reveal newly shipped columns.

• If Joymore asked you a question and the answer got lost in transit, it's redelivered automatically.

Compliance reviews now run themselves the moment new documents arrive, and every status on the file (compliance, checklist items, issues) is yours to control.

Reviews that run themselves

You no longer ask for a compliance review. Whenever new documents land on a transaction, whether from a forwarded email or an upload, Joymore reviews the file and updates its state on its own. A burst of documents settles into a single pass, so a packet arriving page by page gets one clean review, not five noisy ones.

Every transaction now shows its review freshness right on the overview: whether a review is running, when the file was last reviewed, and whether new activity has arrived since.

A compliance status you control

Every transaction carries a new compliance status: Pending, Action required, Approved, or Rejected. Attribution is always clear, showing who set it and when: your brokerage, or Joymore.

• Set it directly from the file's overview or the transactions list.

• Once your brokerage approves a file, the agent will never override that call.

• If new issues surface on an approved file, the person who approved it is notified. A locked green badge should never hide new problems.

• The Vault shows the settled verdict on every file, because that's what audits ask for.

Checklist and issue statuses, in your hands

• Change any checklist item's status right from the list, the status icon is the control.

• Your overrides are sticky. Future reviews respect your call instead of re-flagging it, and one click resets an item back to the agent's conclusion.

• Decide issues directly inline from the row, or even reopen a decided one. Settled issues dim so open work stands out.

The agent works these same controls when it makes sense: finishing a review updates the compliance status, and a corrected document satisfies its checklist item. But human decisions always win.

Edit any transaction detail in place

Every field on the transaction cover sheet is editable in place: representation side, transaction type, jurisdiction, office, key dates, every property fact, every term, and the parties on the file. No matter who makes the change, everything stays in sync.

Fixes & improvements

• Improved transaction detection. Incoming documents now match to the right existing file far more reliably, so duplicate transactions rarely get created in the first place. And when files do need tidying, select multiple transactions to merge or archive them in bulk.

• Multi-form packets are detected and split into their individual documents more reliably.

• Documents from an agent's personal or secondary email address are now accepted safely and attributed to the right agent. The same goes for forwarded transactions, which no longer stick to the forwarder.

• The agent column reflects your team directory: the other side's agent is never listed as yours, and when a file's side is unclear, Joymore asks your team instead of guessing.

• Checklists can express conditional requirements in plain English ("lead-paint disclosure only for homes built before 1978") and reviews apply them per property.

• Email signature images are no longer ingested as documents, and no longer trigger false broken-link errors.

• Approving a drafted follow-up in chat now always shows you the email for review before anything sends.

• Drafted outreach can be rejected right from the file view, and rejecting a draft no longer blocks writing a new one.

• Archive and unarchive a transaction directly from its overview.

• Fixed a chat that could get stuck after the agent asked a question.

• Transient processing hiccups no longer mark documents as corrupt files.

A batch of upgrades to the transactions list:

• Multi-agent support. Transactions carry every representing agent; co-listed files show them all, side by side.

• Group by agent. One click and you're looking at any agent's entire book, with compliance progress on every file.

• Manual status changes. Move a file through its stages directly from the list or the cover sheet. No chat required.

• Improved search. Find files by anything you'd remember: address, agents, any participant's name, escrow or MLS number, status, or jurisdiction.

Document version history

When a corrected document arrives, it now supersedes the old version of the same type, and the file's document list shows it: each document with history gets an expandable section, with the current version on top and every prior version nested beneath it, labeled for what it was ("buyer signed only", "unsigned draft"). Expand to compare, open any version, and from an older one, jump with View current version or bring it back with Restore to active if the swap was a mistake. Any issues the new version resolves clear themselves.

Fixes & improvements

• Compact rows built for volume: offices running 150–200 active files at a time stay scannable.

• Click anywhere on a row or card to open the file.

• Checklist items open their detail in the main pane, and outputs open in place from chat.

• Checklist text uses the full width of the pane. No more narrow column.

• Chat stays put while you navigate: moving between transactions or sections never switches your conversation.

• Fixed chats occasionally showing "Thinking…" after the agent had already finished.

• Fixed dead links inside knowledge documents.

A brokerage never really closes a file; it just stops working on it. Regulators can ask for a transaction years after closing, and the answer can't depend on whose laptop the folder was on. The Vault is Joymore's permanent home for every completed transaction, built so the answer is always one search away.

What lands in the Vault

The moment a file leaves the working set, it's vaulted automatically. No filing step, no cleanup day:

• Closed transactions, the moment they close.

• Canceled and expired files, with their full history intact.

• Archived files you've set aside, which keep their outcome too.

Your transactions list stays what it should be: the files you're working right now.

Built for retrieval

• Stored indefinitely. Every document, every decision, every event on the file, kept forever and fully readable. Open any vaulted transaction and it looks exactly like it did the day it settled: documents, checklist results, issues, and the complete timeline.

• Searchable the way you remember it. Pull up a file by address, client, or agent. Filter to closed, canceled, expired, or archived.

• Nothing to migrate, nothing to maintain. The Vault fills itself as your brokerage works.

Audit exports

When an auditor comes calling, export any transaction as a complete audit package: a sequentially dated zip containing every document on the file plus the full record of everything that happened, who did it, and when. It's organized to hand over as-is, no assembly required.

Active files up front, history one search away, forever.

Invite staff and agents, and manage what everyone can see. The new Team page brings four roles (Owner, Admin, Auditor, Agent) with login control separate from identity, so a person can exist on files without ever signing in.

Bring your whole roster over in one move: import the user export you already have (SkySlope or any CSV). Everyone is provisioned silently with login off; nobody is emailed until you say so. Organize people into offices to scope what agents see, enable login when someone's ready, and send agents a one-click onboarding email showing them where to forward documents.

Share your chats. Your conversations with the agent are private to you by default. When you want a second set of eyes on compliance work, share a thread from its Share menu: with a specific person, like the auditor or transaction coordinator helping on the file, or with everyone in the brokerage. You control who's on each thread, they get notified, and they see the full context instead of a forwarded summary.

Fixes & improvements

• Signing in with a pending invitation now shows a helpful screen with next steps instead of an error.

Your home page now shows everything that needs your attention, in one ranked feed: drafted emails awaiting approval, questions the agent can't answer alone, and files that need work. The most important thing is always on top, and every row is one click from done.

When the feed is empty, you're genuinely caught up; new proposals, blockers, and drift land there the moment they appear.

Fixes & improvements

• Recommended actions roll up per transaction: one clear nudge per file, not a scatter of task-level items.

• Clicking a recommendation starts a fresh chat with the transaction open and the action already underway, never a detour through an old thread.

• Dismiss any recommendation with one click.

Your brokerage doesn't run on one tool, and your agent shouldn't either. Joymore now connects to 3,000+ applications: email, storage, e-signature, calendars, spreadsheets, CRMs, and just about everything else your team already uses.

Connect in the moment

There's nothing to configure up front. The moment a task needs an app you haven't connected, the agent asks with a Connect button right in the conversation; one click and an account link later, it continues where it left off. Automations do the same: their readiness check lists any missing connections before they can activate, so nothing fails silently at 6am.

What connections unlock

• In chat: mention an app and the agent works through it, pulling a folder from cloud storage, checking a signature status, or sending through your own email.

• In automations: scheduled and event-triggered jobs can reach into connected tools as part of their work.

• Under your control: every linked account lives in Settings → Connected Apps, where you can see what's connected and disconnect anything, anytime.

Alongside the app marketplace, curated plugins install market-specific content: your state association's form libraries, ready-made compliance checklists, and starter automations.

Running a brokerage on an AI agent only works if you hear about the right things at the right time: no missed approvals, and no notification fatigue either. The new notification system is built around that balance.

One Inbox

Everything lands in a single Inbox in the app: approvals waiting on you, compliance results, documents arriving, automation outcomes, and messages from your assistant. Clicking any notification opens the thing it's about, whether that's a transaction, a review, or a chat. Search it, filter to unread, archive what's handled, and clear the deck with mark-all-as-read.

Every channel, your rules

Beyond the Inbox, each kind of update can reach you by Email or SMS, and each is set to Instant, Digest, or Off:

• Instant sends each update as it happens. Right for approvals and anything blocking a closing.

• Digest bundles a burst of activity into one message instead of pinging you for every update. Right for automation outcomes and routine activity.

• Off keeps it in-app only.

Preferences are set per category (asks waiting on your input, failed actions, compliance results, automations, knowledge, document intake, assistant messages) so your broker, your TC, and your agents can each tune what reaches their phone. Add a mobile number in your profile and SMS works immediately.

A few essentials, like the agent waiting on your decision, always appear in your Inbox. Everything else is yours to silence.