What's new

What changed in Updog

Every Friday we email our users what changed that week. Here is every one of those emails, newest first.

2026-10-02

October 2, 2026

🆙🐾 Feature Friday: My Pipeline, brand from your website, and branches

A big batch of new features this week: My Pipeline with loan status updates, a brand built from your company's website, Branch and Company views for managers, and merch prizes in the leagues Updog runs, plus a long list of fixes.

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See every loan in My Pipeline and send status updates as it movesMy Pipeline shows every loan you're working, with everyone on it, its documents from ARIVE and how long since anything happened, sorted into In process, Early stage and Closed. Pro LOs can send branded status updates to borrowers and agents as each loan reaches a milestone, automatically or by hand from the loan. Each milestone goes out as one email, with your borrowers on the To line and their agents and you on CC, so a reply-all reaches everyone. Find it under My Pipeline in the menu.
Build your brand from your company's websiteGive Updog your company's website and it sets up your brand for you: logo, colours, typeface and licensing details, with up to three looks to choose from and our pick marked. Your campaigns, loan updates, cards and email pages all carry it, and any campaign can go out as a plain personal note instead. Open Settings → Branding and choose Build from website.
Branch managers can see how their branch is doingContact Sean to set up your branch! If you manage a branch, Analytics now opens into Branch and Company views that show how everyone in your branch is doing, who needs a look, and how each person is converting, with numbers rather than anyone's records. Managers can invite LOs to the branch and pay for their accounts, and everyone in a branch gets a branch leaderboard, even on Basic.

Medium

Win merch prizes in the leagues Updog runsLeagues that Updog runs can now have merch prizes. Finish on the podium, choose your size and tell us where to send it, and we print it and ship it to you. You'll see the prizes on the league while the season runs and a Claim button on Leagues when you win.
Invite coworkers to Updog SocialInvite coworkers who aren't on Updog Social yet, to Social itself, a league or a Power Hour. They get an email and see your invite the next time they open Updog. Look for Invite coworkers on Leagues.
Email Campaigns now goes step by stepEmail Campaigns is easier to use. Setting up email, writing and sending a campaign, logging consent and turning on a Managed Marketing program now go step by step, and the overview shows how many contacts can get each kind of email.
Connect Claude or ChatGPT to Updog with step-by-step picturesYou can now connect Updog to Claude or ChatGPT on the web by following step-by-step pictures. Open Settings → Integrations and choose Set up Claude or ChatGPT under AI assistants. Ask Updog can also walk you through connecting them, what they can do in your account and how to disconnect them, with a button that opens the setup.

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My Relationships is now My Referral PartnersMy Relationships is now called My Referral Partners, and its three views are Tracker, Untracked Agents and Needs Referral Source, so each one says what you'll find there.

Fix

Record Activity stays on screen on iPhone when the keyboard opensOn an iPhone, in Safari or Chrome, typing a name into Record Activity no longer pushes the panel up past the top of the screen with your home page showing underneath. The panel stays where it is and sits on the keyboard.
Adding a lead to ARIVE asks for its lead sourceAdding a lead to ARIVE now asks which of your company's lead sources it came from, so ARIVE accepts it instead of refusing it with "Invalid Lead Source". When ARIVE does turn something down, Updog shows its reason in a plain sentence.
Loan status updates go out on time and send what you previewedLoan status updates now go out when a loan reaches a milestone; before, a background sync could hold them. A hand send now sends exactly the email you previewed, and one contact with an unusual name, or one person who can't get the update, no longer holds the email back from everyone else.
ARIVE changes show up in Updog within minutes againChanges you make to a loan in ARIVE show up in Updog within minutes again, including while a colleague with a large database is joining.
Borrowers show as Clients and Past ClientsBorrowers on your loans now show as Clients, or as Past Clients once the loan has funded, so they appear when you filter Contacts or pick an email audience by Client.
Loan cards name the borrower and agentsLoan cards now name the borrower and agents on every loan, the relationship score chart draws again, and the Untracked Agents table can be sorted by any column.
Signing up again brings a deactivated account backIf your account was deactivated, signing up again now brings it back, with your contacts and history, instead of saying you already have an account. If you used Tempo at UMortgage, Updog also offers to bring your Tempo history over when you first sign in again.
Imported Tempo loans show their number and borrowerLoans brought over from Tempo now show their UMortgage loan number and name the borrower, including borrowers another loan officer had on file.

2026-09-25

September 25, 2026

Dark mode, Assistants and your Tempo history

This is the first Friday update, so it rounds up everything that has reached Updog since launch, starting with dark mode, a login for your assistant and a way to bring your Tempo history across.

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Switch Updog to dark modeUpdog now has a dark mode. Pick Light, Dark or Auto from your profile menu or in Settings → Account, and choose Midnight, Graphite or Dusk as your dark look. Auto follows your computer or phone.
Give your assistant or a teammate their own loginGive your LOA or a teammate their own login to work in your account. Add Assistants for $49 a month in Settings, choose who gets access and what each person can do (send cards, send email campaigns, use Ask Updog, delete contacts), and see what they logged for you.
Bring your Tempo history into UpdogIf you used Tempo at UMortgage, you can bring your Tempo contacts, loans, activities, notes and to-dos into Updog, and Updog is free for you until November 1. Open Tempo history from your account menu, enter your UMortgage email, and confirm it is you.
Send email campaigns from UpdogEmail Campaigns is a new page. Build a one-off broadcast or a sequence of emails, choose the audience and category, add your signature, and review who receives it before it goes. Log the consent your contacts already gave you, one group at a time. Managed Marketing, a $49 a month add-on, has Updog prepare and send programs for you, with reviews and surveys included.
Build a follow-up once with Journey BuilderJourney Builder, at the bottom of the menu, lets you build a follow-up once: a trigger such as a new lead or a funded loan, an optional stop, and a series of steps with a script and links. Switch it on and Updog starts a run for every contact who qualifies from then on, showing how long each open step has waited. Start, cancel and work a run from the contact's Journeys tab, and see open steps on Home. Journeys is part of Pro.
Track the loan officers you are recruitingMy Recruits is a pipeline for the loan officers you want to bring over: stages from Sourced to Won, what each recruit is worth to you a month, heat from your recent touches, and a next step that opens on My Day. Add a recruit, import a sheet, or take them from the RETR inbox with their production already filled in. Recruits have their own goal family, and winning one gets a ceremony on Home.
See your own numbers in AnalyticsAnalytics is a new page with four tabs over any window you choose: Overview for production tiles and turn times, Funnel for where loans sit at each stage, Effort for your activities, calls and streak, and Growth for leads, relationships and where your fundings came from. Every benchmark is your own previous window.
Work your ARIVE leads from My LeadsLeads from ARIVE now appear in My Leads with their ARIVE number and status. Add a lead in Updog and it is created in ARIVE for you; edit its details and status, convert it to a loan, and a call or text you log marks a new lead Contacted in ARIVE. The Active tab also has a list view beside the board.

Medium

Suggest features and vote on the feedback boardYou can now suggest features for Updog and vote for other people's ideas, under Feedback & roadmap in the account menu. Ask Updog can also check whether someone has suggested your idea already.
Ask Updog how to do somethingAsk Updog now answers how-to questions from Updog's own guides. Ask how to do something and you get the steps with each button named as the screen shows it, a button that takes you to the page, and a picture where there is one.
Send a saved text or email from a contactText and Email on a contact are now split buttons. The button opens a blank message; the arrow opens your own templates, previewed for this contact, and opens Messages or your mail app with the message written. A text then opens Record Activity, and an email is saved to the contact as a note. You can also choose whether emails open in your Mail app, Gmail or Outlook.
Bank a streak freeze every ten daysEvery ten days you hit your goal banks a streak freeze, up to fifteen. A missed business day is covered by one automatically, or by hand within three business days if you turn the automatic switch off in Settings. Your bank shows beside your streak in the header.
Work every open journey step from TasksTasks shows each running journey as a row of people, with a ring for steps complete and how long the open step has waited. Pick a person to work the step, with its notes and links, without opening the contact. Tasks counts also replace Waiting on Contacts, My Relationships, My Leads and My Recruits.
Export your dataExport my data in Settings → Account downloads a ZIP of CSVs with your ARIVE leads, contacts, leads, relationships, loan parties, loans and recruits.
Goals as rings, by horizonGoals now sit in Today, This week, This month and This year columns as rings, with the streak as a band across the top and a record of past periods underneath. A hit goal wears a check on its ring.
Connect Claude or ChatGPT to your bookConnect an AI assistant such as Claude or ChatGPT to Updog from Settings → Integrations. It can read your contacts, activities and pipeline, and propose changes that you confirm before anything is saved. Choose read-only or read-and-approve access when you connect.
Agent Network and Referral Sources are in the menuMy Relationships now opens into its three views from the menu: Tracked, Agent Network and Referral Sources. Agent Network shows how much of your funded volume had an agent listed and which agents you have not tracked yet. Referral Sources asks about one loan at a time, with the people on the loan ready to pick.
Ask Updog from any pageAsk Updog opens as a panel in the corner of any page, so you can ask about the contact on screen without leaving it. The panel and the full Ask Updog page share one conversation. Your to-dos moved to the header, beside Notes, with a count of what is open.

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Save a contact to your phoneSave to Device in a contact's menu downloads the contact as a .vcf file for your address book. Select several contacts on the Contacts page and Save to Device puts them in one file.