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.