generated: '2026-08-13' method: searched source: https://totalexpert.freshdesk.com/support/solutions/22000109162 provider: Total Expert providerId: total-expert description: >- Total Expert publishes a dated, monthly platform changelog as the "Release Resources" section of its public Freshdesk help center. It is a product changelog rather than an API changelog: there is no per-endpoint diff, no version identifier on the Public API (which stays at /v1), and no deprecation schedule. API-affecting items appear inside the product narrative — the Lead Management API, Outbound Data Connector payload changes, and integration additions are all announced here and nowhere else machine-readable. scheme: calendar-monthly current_version: v1 current_release: 2026 August Release cadence: monthly, with occasional seasonal ("Spring"/"Summer"/"Fall") consolidated releases formats: release_notes: https://totalexpert.freshdesk.com/support/solutions/22000109162 executive_summaries: >- Each monthly release also ships an "Executive Summary" article and a "Product Update - Deck" in the same Release Resources section. notes: >- Dates below are the help-center article "Modified on" timestamps, which are the only dates the provider exposes on these articles. Highlights are summarized from the published article bodies. Requires no login — the Freshdesk help center is public, unlike developer.totalexpert.net which is a login wall. breaking_change_policy: published: false note: >- No breaking-change or deprecation policy is published alongside the release notes. See lifecycle/total-expert-lifecycle.yml. entries: - version: 2026 August Release date: '2026-08-12' url: https://totalexpert.freshdesk.com/support/solutions/articles/22000296279-2026-august-release-notes breaking: false highlights: - AI Scenario Assistant — monitors an LO's database for refinance and purchase opportunities, prices scenarios through the connected PPE, and drafts outreach. - Purchase Scenario extends the AI Scenario Assistant architecture to pre-approval / estimated-purchase-price contacts. - Further Lead Management enhancements layered on Pipeline Views, Enrichment & Insights, Rate Quotes and Engage SMS. - '"Small Changes. Big Impact" batch of Content and Journeys updates.' - version: 2026 July Release date: '2026-07-14' url: https://totalexpert.freshdesk.com/support/solutions/articles/22000295978-2026-july-release-notes breaking: false highlights: - 'Referral Partner Management — the free-text "Referred By" field becomes a structured contact relationship, usable by existing Lead Created / Lead Stage Change journey triggers.' - Zapier, Evocalize and YLopo can now deliver leads programmatically through the Lead Management API. - Loan data added to Pipeline Views; Reporting Center updates replacing custom report requests. - Engage SMS adds Group Messaging; Tidalwave joins the Expert Partner Network. - version: 2026 June Release date: '2026-06-08' url: https://totalexpert.freshdesk.com/support/solutions/articles/22000295615-2026-june-release-notes breaking: false highlights: - LOS-driven lead stage updates — a loan status change in the connected LOS advances the Total Expert lead stage automatically. - 'Lead Entity Support in Outbound Data Connector payloads: loan purpose, property information and lead ID can now be pushed to third-party systems.' - UTM parameters and additional standard fields added to the Lead Management object. - Credit & Debt Enrichment surfaces tradeline data on contact records; Lead Management arrives in the mobile app. - version: 2026 May Release date: '2026-05-13' url: https://totalexpert.freshdesk.com/support/solutions/articles/22000295360-2026-may-release-notes breaking: false highlights: - Routing policy can bypass distribution when an incoming lead matches a contact already owned inside that policy. - Lead Source list filtered by role; outcome-to-stage indicators shown before confirming an outcome. - Audit trail now captures deleted lead notes and outcomes. - New RETR integration delivering home value reports to past borrowers. - version: 2026 April Release date: '2026-04-08' url: https://totalexpert.freshdesk.com/support/solutions/articles/22000294922-2026-april-release-notes breaking: false highlights: - 'Property Zip Code routing filter (up to 100 zips per filter, exact or prefix; bypassed when a lead carries no property zip).' - 'Lead Volume routing filter — per-user active-lead threshold per routing policy, maximum and default 250 active leads.' - Outcome-based lead stage mapping advances a lead automatically when an outcome is logged. - version: 2026 March Release date: '2026-03-09' url: https://totalexpert.freshdesk.com/support/solutions/articles/22000294604-2026-march-release-notes breaking: false highlights: - Reporting Center generally available to all admins (introduced February 2026). - 'External API for lead aggregation — a standardized API to centralize leads from third-party vendors, websites and other external systems.' - Improvements across mobile security, image management, integrations, content tools and platform reliability. archive: - {version: 2026 February Release, url: 'https://totalexpert.freshdesk.com/support/solutions/articles/22000294124-2026-february-release-notes'} - {version: 2026 January Release, url: 'https://totalexpert.freshdesk.com/support/solutions/articles/22000293810-2026-january-release-notes'} - {version: 2025 Fall Release, url: 'https://totalexpert.freshdesk.com/support/solutions/articles/22000293229-2025-fall-release-notes'} - {version: 2025 October Release, url: 'https://totalexpert.freshdesk.com/support/solutions/articles/22000292636-2025-october-release-notes'} - {version: 2025 September Release, url: 'https://totalexpert.freshdesk.com/support/solutions/articles/22000292413-2025-september-release-notes'} - {version: 2025 Summer Release, url: 'https://totalexpert.freshdesk.com/support/solutions/articles/22000292108-2025-summer-release-notes'} - {version: 2025 July Release, url: 'https://totalexpert.freshdesk.com/support/solutions/articles/22000291699-2025-july-release-notes'} - {version: 2025 June Release, url: 'https://totalexpert.freshdesk.com/support/solutions/articles/22000291243-2025-june-release-notes'} - {version: 2025 Spring Release, url: 'https://totalexpert.freshdesk.com/support/solutions/articles/22000290961-2025-spring-release-notes'} - {version: April 2025 Release, url: 'https://totalexpert.freshdesk.com/support/solutions/articles/22000290530-april-2025-release-notes'} - {version: March 2025 Release, url: 'https://totalexpert.freshdesk.com/support/solutions/articles/22000290659-march-2025-release-notes'} x-evidence: fetched: '2026-08-13' urls: - {url: 'https://totalexpert.freshdesk.com/support/solutions/22000109162', http_status: 200} - {url: 'https://totalexpert.freshdesk.com/support/solutions/articles/22000296279-2026-august-release-notes', http_status: 200}