Bank answers land on their own, and paperwork that fills itself
Bank replies now arrive the moment they are sent and record what was actually granted, while contracts fill in more of themselves and offer only the paperwork that belongs to the estate.
New
Bank replies arrive as soon as the bank sends them, so a deal's stage keeps itself up to date.
New
The amount a bank actually granted is now captured from its approval letter, and you can find the deals that came back short of what was asked for.
New
New fields on a deal for the balance payable by bond, the deposit and the unit reference — clauses that used to print empty now print the figure.
Improved
Amounts written out in words are produced from the figure for you, so there is nothing to type and no risk of the words and the number disagreeing.
Improved
Choosing paperwork on a deal now shows only the documents for that estate, plus anything marked as applying to every deal — and agencies can send them too.
Improved
Offers to purchase are now put together alongside the rest of your paperwork, so there is one place to build and send everything.
Fix
Signatures now draw and print as a clean, solid line, and the finished signed copy attaches itself once everyone has signed.
Improved
A contract with a value still missing prints a blank line to complete by hand instead of "N/A", and the contracts list tells you at a glance who has not signed yet.
New
Enquiries from the online affordability check arrive already scored, with the applicant's documents saved on the deal and a report you can download.
Fix
New online applications are handed to an agent straight away and the agent is notified.
Fix
The bank correspondence list stays inside its panel when you drag it wider or narrower.
8 August 2026
v2.0.0
Version 2.0
The biggest release Banksyy has had. A new menu that stays how you leave it, tasks you finish in one click, deals you edit just by clicking the thing you want to change, your own mailbox with documents filed onto the right deal for you, a rebuilt contract builder, and a client portal your buyers can actually follow. Plus a great deal more speed.
Getting around
Improved
The menu has been rebuilt. The handful of things you open every day are pinned at the top, everything else sits in sections that open one at a time, and admin settings have moved into your account menu at the bottom.
Improved
The menu stays how you leave it. Collapse a section, click through to another page, and it is still collapsed when you get there.
Improved
6 August 2026
v1.7.0
A public property website, your personal daily dashboard and deals that keep themselves up to date
Buyers can now find you online, your home page plans your day for you, and bank replies update deals on their own.
New
Banksyy now has a public property website — buyers can browse homes and developments, run a quick affordability check, and their details arrive with you as ready-made leads.
New
Your home page is now a personal daily overview: your most important next moves, quick wins, follow-ups, deals going quiet, and live counts of active deals and open tasks.
New
6 August 2026
v1.6.0
One inbox for bank mail, an AI assistant and smarter contracts
All your bank emails now live in one tidy inbox with instant alerts, a new assistant can help you day to day, and contract templates are easier to create and share.
New
All bank emails now appear in a single Mail inbox under Banking, with folders for approvals, rejections and unlinked mail, plus search and reply.
New
Turn on the bell in Banking to get an alert on your computer or phone the moment a bank approves, declines or grants a deal — even when the app is closed.
New
7 July 2026
v1.5.0
Reliable uploads, a new help centre and a smoother workspace
Documents you upload now always land on the right deal, there's a public help centre you can share with clients and suppliers, and lists, boards and forms across the app are faster and easier to use.
Fix
Documents you upload from inside a deal now always attach to that deal and show up for your team, instead of quietly disappearing.
New
A new help centre with step-by-step guides, feature reference pages and a search you can ask questions in — open to anyone, no sign-in needed, so you can share it with clients, surveyors and architects.
New
7 July 2026
v1.4.0
Financial analysis, smarter scoring & a rebuilt contract editor
Deeper applicant financial insight, more accurate affordability scoring, and quality-of-life fixes across contracts, leads and the client portal.
New
New Financial Analysis panel on opportunities and accounts: income profile, spend breakdown, recurring commitments, cash-flow and risk flags derived from bank statements and payslips.
New
Contract builder rebuilt as a document-style WYSIWYG editor with interactive marker chips.
Improved
12 June 2026
v0.0.6-beta
Cleaner Names & Better Navigation
Names across the system are now saved in a consistent, professional format, two new document tags are available, and the sidebar scrolls when your menu gets long.
Improved
Person names are automatically formatted when saved — for example, "kagiso tseleanyane" or "KAGISO TSELEANYANE" is stored and displayed as "Kagiso Tseleanyane". This applies to contacts, leads, opportunities, OTP purchaser details, contract signers, and user profiles.
New
Two new document tags are available: Marriage Certificate and Employment Contract. Admins can also create and manage tags under Admin → Document Tags Management.
Improved
22 May 2026
v0.0.3-beta
Performance & Stability
Database query optimisations, improved permission caching, and UI refinements across CRM and opportunity management.
Improved
Added database indexes for overall query performance improvements
Improved
Cached user permission lookups to reduce redundant database calls
Improved
10 April 2026
v0.0.2-beta
CRM Enhancements
Expanded CRM capabilities with improved lead tracking, contact management, and task workflows.
New
Lead pipeline view with drag-and-drop stage management
New
Contact activity timeline showing all interactions
Improved
1 March 2026
v0.0.1-beta
Initial Beta Release
First beta release of Omnixia CRM with core modules for sales, HR, invoicing, and project management.
New
CRM module: accounts, contacts, leads, opportunities, and tasks
The page you are on is now highlighted in the menu, so you can always see where you are.
Improved
Narrow the window or pick up your phone and you get the same menu, not a different one.
New
Contracts has its own place in the menu. Templates you save are easy to find again.
Improved
Your mailbox is pinned near the top, and bank email now sits under Correspondence so the two are easy to tell apart.
Tasks
New
Tasks have been rebuilt around your day. One click finishes a task, wherever you happen to see it — no pop-up, no form, no notes required.
Improved
Every task says what it is about and takes you straight to the deal or the person behind it.
New
Tasks appear on their own from what is actually happening — a bank asking for a document, a withdrawal that needs following up.
Improved
Change a task's due date, owner or title in the list itself.
Your deals
Improved
Editing a deal is now click-and-type. Click the thing you want to change, type, and move on — leaving the field saves it. There are no Save and Cancel buttons to hunt for.
Improved
Property details and Financials work exactly like the rest of the deal. They used to hide their editor far down the page, which made them look like they did nothing.
Improved
The deal page is organised into tabs instead of one long scroll.
New
Save the views you use on the deals list and switch between them. The web address carries your filters, so you can send someone the exact list you are looking at.
New
Select several deals and update them together.
Improved
Sort the deals list by any column, and change a deal's owner or status without leaving it.
New
Ask for a written summary of a deal, however long its history is.
Banking
New
Banking has a home page of its own, with what needs attention first.
Improved
Approvals has been redesigned: filter with a click, work down the list with the keyboard, and keep scrolling without paging.
New
A stage rail on each submission shows how far along it is at a glance.
New
Submitted now tells you who you are waiting for: the bank, or the client. A deal that needs a document from your buyer no longer looks the same as one sitting with the bank.
Improved
If that reading is ever wrong, one click puts it back, and your decision sticks.
New
All correspondence with a bank about a submission is collected in one place.
Improved
Banking has its own reports, and you can download them.
Mail
New
You get your own mailbox at your company's Banksyy address, inside the CRM.
New
A full three-pane mail client: folders, conversations, and the message you are reading, side by side.
Improved
Mail works properly on a phone.
New
Attach files to what you send.
New
Your signature is built for you, and the invitation at the bottom changes to suit the conversation — track an application, upload documents, book a call.
New
Documents a client emails you are recognised and filed onto the right deal, so you are not saving attachments by hand.
New
Mail can draft a reply, a task or a client update for you. It never sends anything on its own.
Improved
Bank replies land against the right deal on their own.
Improved
Messages read cleanly whatever they were sent from, instead of arriving in somebody else's colours and fonts.
Fix
The reply box is always in reach. You no longer scroll down the page to find it.
Improved
Bank emails come through reliably, including ones with unusual characters in the subject.
Improved
Filter your mail by whether it is attached to a deal yet.
Contracts
New
The contract builder has been rebuilt.
New
A template library you can search, open, duplicate and tidy up.
Improved
Preview a contract as the signer will see it before it goes anywhere.
Improved
Templates can be shared across your organisation, and colleagues can save changes to the shared ones.
Improved
Contracts with names from any language export with a sensible file name.
Copilot
New
Copilot has a workspace of its own, and can look things up across your deals to answer a question.
Improved
Copilot proposes changes for you to accept. It does not make them itself.
Improved
Ask Copilot to check a document and it points at what is still blank.
Your clients
New
The client portal has been rebuilt: your buyer sees their deal, their documents, their contracts and where things stand.
Improved
When a bank needs something from your buyer, they are told plainly what to send.
New
Invite a client with a link that gets them set up and signed in.
New
An enquiry from the website becomes a lead, and the buyer can follow the stages of their own application.
New
New customers can sign themselves up, whether they are one person or a company.
Marketplace and marketing
New
Developments now show up alongside individual listings when buyers browse for a home.
Improved
The public site has its own look, in light and dark.
New
Reviews, with moderation before anything appears.
New
Campaigns with a shareable link, a form builder, and what each lead is costing you.
New
A vault for your brand assets, and a hand generating new ones.
Improved
A development needs a location before it can be published, so buyers filtering by area actually find it.
Developments and construction
Improved
The construction module lists your units, not the surveyor's plot outlines, so every development shows its real stock.
New
See which plots have been sold, who bought them and when.
Improved
Empty tabs explain what to upload instead of looking broken.
New
A unit book for each development.
Your day
New
The home page is now a summary of your day, with what needs you on it.
New
Switch between your own work and the whole company's.
New
A notification centre and a bell, with control over what reaches you and how.
New
A monthly race board built on deals actually won, with prizes — and a few games.
Faster
Improved
The contracts list opens straight away.
Improved
Reports appear immediately instead of leaving you watching a spinner.
Improved
The leaderboard loads instantly.
Improved
Drill from a number in a report into the rows behind it.
Improved
Long deals summarise reliably no matter how much history they carry.
Odds and ends
Improved
Banksyy branding throughout — icons, link previews and the loading screen included.
Improved
People's names display properly, including one-word names and names with apostrophes.
Fix
Menu links that led nowhere now lead where they say.
Improved
Buttons and rows are sized for a finger on a touchscreen and for a pointer on a desktop, rather than one compromise for both.
Every deal now opens with a snapshot — where it stands, what's missing, and the suggested next step.
New
When a bank replies by email, the deal's status can update by itself — clearly marked, with a one-click undo if it gets it wrong.
New
Clients can now see their contracts in their portal and pick up signing right where they left off.
Improved
Contract templates can be linked to a development and shared with other companies working on it.
Improved
Bank emails are now much easier to read, including in dark mode.
Fix
Your morning greeting now always shows the correct day and time.
Fix
Payslips that can't be read properly are now flagged instead of affecting a client's income figures.
A new AI assistant sits in the bottom corner of the app, ready to answer questions and help you build contracts.
New
You can now turn an existing PDF contract into a reusable template instead of rebuilding it from scratch.
New
Contract templates can be linked to a development, so partner agencies working on that development can send them too.
New
Each development can now have its own tailored Offer to Purchase form, so buyers only see questions that fit that development.
Improved
Bank emails are much easier to read, with clean formatting in both light and dark mode.
Improved
New bank emails now arrive in the app automatically — no need to refresh or fetch them yourself.
A day-to-day guide for running builders and construction on a development, from site updates and progress on the map to recording builder payments.
Improved
Choose which columns you want to see on your deals, companies, people, leads, documents, projects and tasks lists.
Improved
Names are now shown consistently and neatly everywhere, so the same person doesn't appear three different ways.
Improved
Signing up a new agency is easier: you're told straight away if the admin email is already in use, and you can add or remove supporting documents one at a time instead of re-selecting them all.
Improved
Deals, companies and people lists load noticeably faster.
Fix
Project boards behave properly again — the visibility setting saves, dragging tasks around no longer causes errors, and edit forms close once you've saved.
Fix
Pop-up windows across the app now work correctly with screen readers, and required fields are clearly marked before you submit.
Improved
If you open the app in a browser we don't support, you now get a clear message instead of a broken page.
Affordability scoring now counts recurring non-salary income (e.g. rental) and handles bond repayments deducted straight from salary.
Improved
Client portal adds an insurance-capture step and a guided required-documents wizard.
Fix
Converting a lead now creates the correct buyer account and contact instead of mislabeled seller records.
Fix
Signed contract PDFs no longer show raw formatting markers or object tags.
The sidebar now scrolls when there are more menu items than fit on screen, so Administration, Account, and other sections at the bottom are always reachable.
Refactored opportunity handling and UI components for cleaner state management
Fix
White space trimming applied to login email field
Improved
Organisation onboarding flow styling improvements
Task assignment and due-date reminders
Fix
Resolved pagination issue in account list view
Invoicing module with PDF generation
New
Project management with task boards
New
Role-based access control across all modules
New
Multi-language support (English, Czech, German, Ukrainian)