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October 2023 Release

Unlock Enhanced Insights in AnthemIQ Transact: Your Data Just Got Smarter! + Improved Navigation

Updated over a year ago

Our October release is now LIVE! Here's a brief overview of what's new in TransactIQ:

  1. Tours Redesign: check out the new and improved Tours Page! You can now see all past and upcoming tours in a single view. Learn more about Touring with AIQ here.

  2. Collapsible sidebar menu: You asked, we listened and created a brand new “Present Mode”!! The collapsible sidebar now stays collapsed when navigating around the app, providing more usable space within your window and making presenting cleaner! Check out our other tips for using AnthemIQ in your next client or prospect presentation.

    Check out this video to see this month's release in action!

  3. Template Redesign: we improved the user experience by redesigning the Templates Tab making it clearer and more intuitive for managing several templates, giving you the ability to create template defaults so there is consistency every time you create a deal for a single Client. Learn more about creating templates here.

  4. Insights: Transact insights now offers users a better understanding of their deal activity, focusing on providing more detailed data and insights on all or specific clients. For greatest impact, bring all your deals into AnthemIQ.

  5. Numerical ordering on exports: Survey and Tour exports now feature numerical (in place of alphabetical) property ordering.

  6. Property Import: City and State are no longer required to import a property, making the survey builder process even quicker.

  7. Reminders for Key Dates: You may remember Key Contract Dates were added last month. We’ve improved this feature by adding reminders so you can keep track of your renewals, expansions and expirations.

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