February release notes

Here’s a look at what’s new across Lone Wolf products this month, with updates designed to improve visibility, control, and efficiency in your day-to-day workflows.

Back Office

With year-end tax season approaching for Canadian clients, we’ve made updates to help you manage taxes more efficiently.

Year-End Tax Updates – Canada

Back Office now includes refreshed and accurate tax forms for the current tax year, ensuring you’re prepared to handle year-end reporting with confidence.

Why It Matters:
Accurate tax forms and streamlined year-end processes reduce errors, save time, and help ensure compliance—making tax season less stressful for your business.

See release notes for new Back Office

See release notes for Back Office Classic

BrokerMetrics

This month’s BrokerMetrics updates make it easier to stay connected to the agents that matter most and see their activity at a glance.

Saved Agents Activity Page

You now have a central place to track activity related to your saved agents. Get notified when agents close listings, list new properties, or take other key actions—so you’re always informed and engaged without jumping between tools.

All Lists Saved Agents view

We’ve introduced an All Lists view on the Saved Agents page for each MLS. This consolidates agents from all your saved lists into a single view, making it easier to see everyone you’re tracking in one place.

Why It Matters:

Better visibility into agent activity helps you stay proactive, strengthen relationships, and make faster, more informed decisions—without extra manual tracking.

See release notes for BrokerMetrics

Foundation

Foundation updates this month deliver clearer insights and forward-looking data to support smarter decision-making.

NEW: Lone Wolf Forecast Widget

We’ve launched a new AI-powered Forecast widget that provides:

• 30-, 60-, and 90-day median sales price predictions
• Price per square foot forecasts
• A 90-day market outlook showing buyer, seller, or neutral trends

Note: Agent view must be enabled to see this widget.

BrokerMetrics Widget Enhancement

The BrokerMetrics widget now clearly displays the office name and MLS used to generate the data, giving you better context around the metrics you’re viewing.

Why It Matters:

Clearer context and predictive insights help you understand market conditions faster and make more confident, data-driven decisions.

See release notes for Foundation

Relationships

This month’s update helps automate recurring work so nothing falls through the cracks.

Recurring To-Dos

You can now create recurring to-dos in Relationships. Set tasks to repeat daily, weekly, monthly, or yearly, with a repeat indicator to make them easy to identify.

Why It Matters:

Automating repeat tasks saves time, improves consistency, and helps ensure important follow-ups happen on schedule—without manual reminders.

See release notes for Relationships

Transact

This month’s Transact updates focus on improved collaboration, clarity, and control—especially when working with shared transactions and task lists.

Share Groups Enhancements

We’ve made several improvements to Share Groups for better visibility and flexibility:

• Delete share groups when they’re no longer needed
• See clear share indicators on shared transactions
• Assign View-only permissions for added control
• Track share group activity in the transaction History tab
• Enjoy a mobile-responsive Share Groups settings page
• Automatically share new transactions with your share group (Broker Edition only, outside of association access)

To-Do Enhancements

You now have more control over how your lists and tasks are organized:

• Reorder lists using the more options menu
• Drag and drop to-dos within lists
• Preserve list and to-do order in templates when applied to transactions

Transaction Message Update

System messages now appear in the top-right corner of the screen instead of the bottom-right, ensuring important action buttons are never blocked.

Why It Matters:
Clearer sharing controls and better task organization help teams collaborate more effectively, reduce friction, and keep transactions moving without interruption.

See release notes for Transact


Stay in the loop

We’ll publish Release Notes every month to keep you informed about what’s new and what’s next. Check back for our December updates, and in the meantime, explore additional how-to guides and knowledge base articles to get the most out of your Lone Wolf tools.