> ## Documentation Index
> Fetch the complete documentation index at: https://rollout.mintlify.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Changelog

> Product updates and announcements

<Update label="June 12, 2026" description="Universal API updates (2-week period)" tags={["Connectors", "Reliability"]}>
  **Release window:** June 5, 2026 - June 12, 2026

  ### New

  * Encompass LOS loans can now be exported as MISMO 3.4 XML in ULADDU, ULADLPA, and ILAD formats from the loan detail API.

  ### Improved

  * Provider webhook handling is more reliable for accounts with multiple connected credentials, reducing duplicate events and missed updates.
  * Inbound webhook events are processed more quickly, reducing delay between provider callbacks and Universal API record updates.
  * OAuth completion handling is smoother in embedded Link flows, so newly connected accounts appear without requiring a manual page reload.
  * CINC, SkySlope, and Follow Up Boss syncs are more resilient for large datasets, reducing memory pressure and timeout risk.
  * Customer-driven writes now update Rollout timestamps more consistently, making incremental reads and outbound sync behavior easier to reason about.

  ### Fixed

  * Follow Up Boss webhook setup now avoids duplicate subscriptions after reconnects.
  * Lofty webhook setup is more tolerant of provider response shape changes.
  * Credential cleanup is more reliable when removing accounts that do not own any active webhook subscriptions.

  ### Action required

  * No action required for existing integrations.
</Update>

<Update label="June 5, 2026" description="Universal API updates (2-week period)" tags={["Connectors", "Reliability"]}>
  **Release window:** May 30, 2026 - June 5, 2026

  ### New

  * Added Arive LOS connector support for borrowers, documents, loans, properties, and users so mortgage integrations can sync core Arive loan data through Universal API.
  * Added an Encompass LOS loan MISMO 3.4 export endpoint so integrations can retrieve raw loan XML in `ULADDU`, `ULADLPA`, or `ILAD` format.
  * Added Lofty stage sync from lead pipelines and linked people to stage IDs so stage relationships remain stable when stage names change.

  ### Improved

  * Improved `@rollout/link-react` OTP credential creation so connection, OTP, and credential-response waits time out with visible errors instead of hanging.
  * Stored Zipform document files in Rollout storage during full sync and polling so document records can include durable `fileStorageKey` values when source downloads are available.
  * Populated Encompass `loanFolder` from list results when detailed loan payloads omit it so loan-folder filters and synced loan records stay complete.
  * Restored Follow Up Boss original payload persistence so synced records retain source metadata consistently for downstream database consumers.
  * Corrected `/connectors` capability metadata so sync-backed connectors report list support accurately.

  ### Fixed

  * Fixed Lofty call sync to include call activities and derive call duration from start and end times when explicit duration is missing.
  * Fixed Lofty people create and update address writes so mailing-address changes persist in Lofty.
  * Fixed Zipform credential failures to surface clear authentication errors instead of generic response-shape errors.
  * Fixed Follow Up Boss webhook setup so known subscription-limit or account-owner restrictions do not block credential setup.
  * Removed unsupported CRM document, TMS pond, and Wise Agent LOS property surfaces so advertised API capabilities match supported connector contracts.

  ### Action required

  * No action required for existing integrations.
</Update>

<Update label="May 29, 2026" description="Universal API updates (2-week period)" tags={["Connectors", "Reliability"]}>
  **Release window:** May 16, 2026 - May 29, 2026

  ### New

  * Added a MoxiWorks CRM connector with credential setup, people sync, people create/update, and note create/delete support.
  * Added an optional credential-added callback so tenants can receive a signed notification when a consumer associates a new credential.
  * Added Sierra Interactive tag add/delete support for people so CRM tags can be managed through the Universal API.

  ### Improved

  * Expanded Zipform transaction sync with delta polling, transaction-party relationships, richer transaction fields, and document upload/download support.
  * Added Encompass loan filters for status, loan folder, archived state, and assigned user so LOS integrations can retrieve narrower loan result sets.
  * Enabled list-backed reads for Encompass borrowers, loans, properties, and users, plus Salesforce, Jungo, and Total Expert people/notes/users where supported.
  * Improved outbound database sync and outbound webhook processing so empty batches and newly synced credentials are handled more reliably.
  * Made bulk document upserts chunk large record sets to avoid database parameter limits during high-volume syncs.

  ### Fixed

  * Fixed Follow Up Boss appointment and text-message parsing when upstream appointment end times or text-message statuses are null.
  * Fixed SureSend people sync when address fields are null.
  * Fixed HighLevel opportunity parsing for payloads that omit optional fields.
  * Fixed SkySlope commission amounts by deriving missing amounts from commission rates and sale price when available.
  * Fixed Zipform document polling and upload paths to reduce deadlocks and avoid buffering large files in memory.

  ### Action required

  * No action required for existing integrations.
</Update>

<Update label="May 15, 2026" description="Universal API updates" tags={["Connectors", "Reliability"]}>
  **Release window:** April 23, 2026 - May 15, 2026

  ### New

  * Added Follow Up Boss OAuth credential support, so tenants can connect Follow Up Boss accounts with OAuth while API-key authentication remains available.
  * Added expanded Follow Up Boss webhook ingestion for appointments, calls, events, notes, people, relationships, stages, tasks, text messages, and pipelines, so provider-originated changes update more Universal API records.
  * Added Zipform connector support for people, transactions, and documents, so Zipform data can be synced through the Universal API connector surface.

  ### Improved

  * Improved Zipform sync reliability for people, transactions, and documents, so Zipform imports handle larger datasets and optional document sync more consistently.
  * Added configurable auth-plan selection in the Dashboard Credentials Manager, so dashboard-created credentials can use non-default auth plans when a connector exposes multiple authentication methods.
  * Improved inbound sync callbacks to fire after the first successful sync and after repeated sync failures, so tenant systems can react to credential readiness and credential errors.
  * Improved outbound webhook handling by disabling endpoints after repeated failed deliveries and deleting old webhook events after 14 days, so unhealthy endpoints stop accumulating retries.
  * Improved large-record sync behavior for Follow Up Boss, BoldTrail, Lofty, and Encompass, so high-volume credentials are less likely to fail from buffering, rate-limit, or end-of-list edge cases.
  * Improved connector file upload handling by retrying unexpected uploader responses and preserving structured response details, so file and document sync failures are easier to recover and diagnose.

  ### Fixed

  * Fixed Zipform transaction parsing when property address or data fields are null, so partial transaction records no longer fail sync.
  * Fixed Lofty parsing for nullable task assignees, appointment descriptions, call phone numbers, and failed call recording uploads, so partial Lofty activity data syncs instead of crashing.
  * Fixed Lofty appointment create, update, delete, custom-stage, and call-sync handling, so Lofty activity and appointment workflows produce more stable Universal API records.
  * Fixed Dotloop requests to refresh tokens once after a 401 before invalidating credentials, so transient token expiry is less likely to break Dotloop people and transaction operations.
  * Fixed Follow Up Boss schema and mapping issues for stages, people, saved properties, and listings, so synced records avoid validation and mapping failures.
  * Fixed Sierra Interactive and Encompass sync edge cases, so invalid Sierra credentials surface correctly and Encompass user sync can finish cleanly at the end of paginated results.

  ### Action required

  * To use Follow Up Boss OAuth, configure the Follow Up Boss OAuth client settings and whitelabeled return URI before selecting the OAuth auth plan.
</Update>

<Update label="April 22, 2026" description="Universal API updates" tags={["Connectors", "Reliability"]}>
  **Release window:** April 9 - April 22, 2026

  ### New

  * Added the Mortgage CRM API category with Jungo and Salesforce-backed connectors for people and notes, so integrators can manage mortgage CRM contacts and notes through a dedicated API surface.
  * Added Brivity CRM sync coverage for appointments, calls, events, and notes, so Brivity credentials expose more activity history through the CRM API.
  * Added Wise Agent support for notes CRUD, appointments, calls, TMS transactions, events, and properties, so Wise Agent integrations can cover contact activity plus transaction and property workflows.
  * Added Lofty people relationship sync, so relationship records attached to leads can be returned through the Universal API people relationships entity.
  * Added credential error callback configuration, so tenants can receive signed notifications when a credential fails sync or transform attempts.

  ### Improved

  * Moved person custom fields into the `customFields` object, so custom metadata is returned in a consistent shape across connectors instead of connector-specific top-level keys.
  * Improved BoldTrail sync resilience by checking connector capabilities before optional activity endpoints, so limited credentials can skip unsupported entities instead of failing the whole sync.
  * Improved outbound DB sync to resync rows when a credential's consumer keys change, so external tables keep `consumerKeys` current.
  * Reduced default background polling and sync frequency for selected connectors, so credentials that are not intended for frequent background sync place less load on provider APIs.

  ### Fixed

  * Fixed Lofty event and task writes for scheduled dates, property details, post-create activity visibility, and task deletion, so CRM activity writes produce stable source records.
  * Fixed Sierra Interactive person assignment handling, so `assignedUserId` changes on create and update are sent to Sierra correctly.
  * Fixed iCloud Contacts credential setup, so users no longer need to enter a CardDAV base URL when connecting iCloud Contacts.
  * Fixed HighLevel event creation to include a note title, so created events do not appear as blank notes in HighLevel.
  * Fixed Open To Close contact ingestion for nullable first names and empty contact roles, so partial contact records no longer fail sync.

  ### Action required

  * If you read or write person custom fields as top-level `customFoo` properties, update your integration to use the `customFields` object.
  * If you want credential-error notifications, configure the credential errored callback URL in Dashboard Settings and verify `X-Rollout-Signature` with your tenant client secret.
</Update>

<Update label="April 8, 2026" description="Universal API updates" tags={["Connectors", "Reliability"]}>
  **Release window:** April 2 - April 8, 2026

  ### New

  * Added `@rollout/link-react` 0.16.0 hooks for pre-add and pre-delete credential checks, so embedded auth flows can enforce custom validation or confirmation before mutating credentials.

  ### Improved

  * Improved dashboard credential settings by fixing `entitiesToSync` persistence, so entity-level sync selections now save correctly and trigger a clean resync.
  * Improved credential refresh reliability by serializing refresh work with a global per-credential lock, so concurrent requests are less likely to trigger duplicate refresh attempts.
  * Improved Lofty sync throughput by streaming per-lead records as they are fetched and capping concurrency, which reduces buffering pressure on large imports.

  ### Fixed

  * Fixed SkySlope transaction original-data output to include link fields, so downstream consumers receive source URLs alongside transaction records.
  * Fixed Google Contacts and iCloud Contacts timezone normalization to emit `null` instead of empty strings, which prevents blank timezone values from being mistaken for real data.
  * Fixed Lofty auth failure handling to invalidate credentials when the API reports `User in token does not exist`, which surfaces broken tokens earlier.

  ### Action required

  * No action required for existing integrations.
</Update>

<Update label="April 1, 2026" description="Universal API updates" tags={["Connectors", "Reliability"]}>
  **Release window:** March 19 - April 1, 2026

  ### New

  * Added person `timezone` support to Universal API create and output models plus connector transforms, so integrations can store and round-trip timezone metadata on contacts.
  * Added HighLevel event support by creating CRM events as prefixed contact notes and transforming those notes back into Universal API events, so activity writes and reads stay aligned in HighLevel.
  * Added iCloud Contacts connector support with CardDAV authentication and incremental people sync, so Apple contacts can now be imported through the Universal API.
  * Added HubSpot stages support and stage-aware people writes via `hs_lead_status`, so integrations can sync valid stage catalogs and update lead status without custom mapping.
  * Added Lofty sources support and agent reassignment through Lofty’s assignment endpoint, so integrations can sync source catalogs and reassign leads more reliably.

  ### Improved

  * Improved Lofty call sync by switching to official call and recording endpoints, which removes the browser-dependent path and reduces import fragility.
  * Improved Google Contacts auth labeling by restoring user info scopes and email-based credential labels, so dashboards and embedded UIs identify credentials by account email again.
  * Improved Encompass sync stability by cutting loan and user fetch batch sizes to 10, which reduces provider-side batch failures on large syncs.

  ### Fixed

  * Fixed Sierra Interactive entity sync coverage so appointments and calls are fetched correctly under the connector’s conditional entity flow.

  ### Action required

  * No action required for existing integrations.
</Update>

<Update label="March 18, 2026" description="Universal API updates" tags={["Connectors", "Reliability"]}>
  **Release window:** March 5 - March 18, 2026

  ### New

  * Added CRM offices endpoints for connectors that expose offices, including HighLevel, so integrators can read and write office records through the CRM API.

  ### Improved

  * Improved Sierra Interactive sync reliability under provider throttling by adding shared API rate limiting, bounded webhook waits, and safer lead-fetch concurrency.
  * Improved BoldTrail sync compatibility across plans by probing enrichment capabilities once per run and skipping advanced-only enrichment calls for non-advanced credentials.
  * Improved Skyslope user sync scoping by filtering users to the credential's office GUIDs, which keeps imported users aligned with accessible offices.

  ### Fixed

  * Fixed `@rollout/link-react` OAuth popup handling so browser auth windows open reliably before the authorize URL request completes.
  * Fixed Lofty credential setup to validate the supplied secret against the current API auth flow and accept direct token-style credentials when they are valid.
  * Fixed HighLevel person writes to fall back to the credential location and reuse existing contact IDs on duplicate creates, which reduces failed writes and duplicate records.
  * Fixed Follow Up Boss people sync pagination to use `idGreaterThan`, which prevents later records from being skipped in larger datasets.
  * Fixed Sierra Interactive lead and task schema handling so optional lead fields and missing `byUserId` values no longer break syncs.

  ### Action required

  * No action required for existing integrations.
</Update>

<Update label="March 4, 2026" description="Universal API updates" tags={["Connectors", "Reliability"]}>
  **Release window:** February 26 - March 4, 2026

  ### New

  * Added Follow Up Boss users sync support.
  * Expanded Lofty and Cloze communication consent handling defaults.
  * Merged connector updates for Outlook and Gmail auth compatibility.

  ### Improved

  * Improved credential refresh behavior by normalizing accessors and reset handling after successful refresh.
  * Improved inbound webhook handling for soft-deleted credentials.
  * Improved Sierra Interactive sync stability under high-volume conditions.

  ### Fixed

  * Fixed HighLevel contact schema handling for null and optional fields.
  * Fixed Skyslope authentication reliability issues.
  * Fixed Gmail scope handling for current auth flows.

  ### Action required

  * No action required for existing integrations.
</Update>

<Update label="February 25, 2026" description="Universal API updates" tags={["Connectors", "Reliability"]}>
  **Release window:** February 12 - February 25, 2026

  ### New

  * Added dashboard callback URL settings for credential sync completion events, including initial-sync-complete notifications.
  * Added `@rollout/link-react` support for `AddCredentialForm` and `useCredentials()`.
  * Added credential invalidation support and improved webhook processing reliability.
  * Added event `PropertyV2` payload support and `escrowClosingDate` transaction support.

  ### Improved

  * Improved Sierra Interactive call sync coverage by unifying internal and public call data.
  * Improved Follow Up Boss coverage with notes ingestion, schema alignment, and tenant whitelabel support.
  * Improved migration and deployment reliability.

  ### Fixed

  * Fixed Lofty lead and appointment parity issues, including duplicate handling and event type compatibility.
  * Fixed Follow Up Boss schema compatibility for events and text messages.
  * Standardized database column naming for consistency.

  ### Action required

  * If you use Rollout UI components, upgrade `@rollout/link-react` and ensure peer dependencies are installed (`@mantine/*`, `@tanstack/react-query`, `react`, `react-dom`).
  * If you want sync-complete notifications, configure callback URLs in Dashboard Settings.
</Update>

<Update label="February 11, 2026" description="Universal API updates" tags={["Connectors", "Reliability"]}>
  **Release window:** January 29 - February 11, 2026

  ### New

  * Added Microsoft Outlook email sync and deletion sync support.
  * Added outbound DB sync coverage for events, appointments, documents, and notes entities.
  * Added external DB sync completion callback support for credentials.
  * Added Cloze custom-field sync support.

  ### Improved

  * Improved Sierra Interactive performance for large syncs with better batching and fetch behavior.
  * Improved credential refresh locking and error handling to reduce duplicate refresh paths.
  * Improved transform and stale-record processing stability for large datasets.

  ### Fixed

  * Fixed Cloze communication consent sync behavior.
  * Fixed Skyslope session-refresh error handling and timeout paths.
  * Fixed Dotloop batch credential refresh handling to reduce expired-token failures.

  ### Action required

  * No action required for existing integrations.
</Update>

<Update label="January 28, 2026" description="Universal API updates" tags={["Connectors", "Reliability"]}>
  **Release window:** January 15 - January 28, 2026

  ### New

  * Added Google Calendar connector support with calendar and event sync filtering.
  * Added Sierra Interactive calls and call-recording sync support.
  * Added Dotloop users and transaction participant sync coverage.

  ### Improved

  * Improved Skyslope transaction participant coverage, including agent and commission participant updates.
  * Improved Sierra Interactive auth UX with API key guidance in the auth component.
  * Expanded Sure Send event coverage.

  ### Fixed

  * Fixed Skyslope address, user-mapping, and 2FA-related sync reliability issues.
  * Fixed Sierra call record URL handling for records with missing/optional fields.
  * Fixed Brivity date transform failures.

  ### Action required

  * No action required for existing integrations.
</Update>

<Update label="January 14, 2026" description="Universal API updates" tags={["Connectors", "Reliability"]}>
  **Release window:** January 1 - January 14, 2026

  ### New

  * Added Dotloop people-participant coverage in transaction sync payloads.
  * Added Lofty stages entity support.
  * Added Gmail inbound webhook flow support.

  ### Improved

  * Improved transaction participant modeling with role support.
  * Improved Dotloop and credential queue stability for high-volume sync scenarios.
  * Improved browser/session resilience for connector authentication flows.

  ### Fixed

  * Fixed Dotloop date parsing and account-key handling issues.
  * Fixed Skyslope address parsing and user-filtering edge cases.
  * Fixed BoldTrail and HubSpot email-message normalization and schema handling issues.

  ### Action required

  * No action required for existing integrations.
</Update>