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.