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Product Roadmap

In addition to the state filter you should be able to filter by town/city

In Review

Opportunities Page Enhancement

Filter by city on Opportunities page

Chris DeMarchi

<ul><li>Add in tax map overlay to see the full lot size of the facilities</li></ul>

Search Tool Enhancements

Add in tax map to search map to see property lines

Have the ability to search for facilities based on filters rather than selecting on a map

Go from map search to query using filters to import leads

<ul><li>Google review score</li><li>Google review count</li><li>no website</li><li>unclaimed on Google</li></ul>

Opportunity Search: Add filters to narrow down results

Chaz Watkins

Be able to purchase underwriting requests to be reviewedOffer deal confidence and wholesale opportunity opinions

General Enhancements

New Offering of Underwriting Reviews

Sync up any reminders to your personal calendar, and/or have a calendar view for follow-ups

Sync Follow-up Reminders to Calendar

<ul><li>Partner workflow options (e.g. Monday)<ol><li>Assign leads to other team members</li><li>Add tasks and assign tasks to team members</li><li>Tag team members in notes/comments</li><li>Team Chat?</li><li>Enhance the overall experience with working with VAs</li></ol></li></ul>

Enhance Team Workflow Communication within the app

Have a new page that will allow you to select facilities that you would like to contactContact methods would include: <ul><li>Letters/postcards (options for handwritten)</li><li>Emails</li><li>Texts</li><li>Dial platform - possibly AI Enabled</li><li>Possibly More</li></ul>Also have the ability to launch a campaign from the card/list view on the opportunities page For each marketing campaign if there are any metrics available from the service (Open rate, number of letters delievered, etc.) they can see them from the card view or in the marketing campaign page. Custom menus for configuring each outreach service will be needed to have it all launch from the tool

High Priority

Artificial Intelligence

New Page/Tab for Launching Marketing/Outreach Campaigns

<ul><li>Bring in sources like Crexi and Loopnet to see what is currently on market</li><li>For now it will just be a flag</li></ul>

Data Enhancement

Bring in On Market Data and then be able to filter for it in the search tool

Tag facilities as Mom &amp; Pop Operators

Be Able to Tag Facilities As Mom and Pop

Input<ul><li>Monthly or Annual Gross Income</li><li>Expense Ratio - Default 30%</li><li>Cap rate range - Default 9% and 7%</li></ul>Result<ul><li>Offer range for Cap rate range</li></ul>

Planned

Offer Range Calculator

Input loan amount, interest rate, and load lengthResults<ul><li>Loan summary with Monthly Payment, Total Amount Paid, Total Interest Paid</li><li>Graph showing principal paydown and interest paid over the life of the loan</li><li>Show amortization breakdown by year and periods</li></ul>

Loan Calculator

Notification Types<ul><li>Email</li><li>In-app</li></ul>Notification ContentThere are x follow-ups due today.Button → “Go to follow-ups” → Opens Deal Flow - Follow-ups list

Receive notifications for follow-ups due today

<ul><li>Customers can draw a radius on a map as their buybox.</li><li>We’ll show all the opportunities contained within that radius with pins on the map and a list on the side</li><li>Opportunities that the customer has already assigned will display as a gray pin and will not show in the list</li><li>Opportunities that the customer does not already have will be shown with a red pin</li><li>Customers can choose which opportunities they want by clicking the assign action in the list</li><li>Display how many opportunities they have assigned and how many they have remaining to assign</li><li>When the customer has consumed all their opportunities for the month, they will not have the option to assign more and we’ll show them when more opportunities can be assigned per the subscription tier</li></ul><img data-width="100%" data-align="center" data-featurebase-content-key="67f82135d19167028b64195e/post/683a07bb07008232f42b3fa4/01973763-ddc7-75cc-8e45-5d392b4765d2/b64u-aW1hZ2UucG5n.png" src="https://67f82135d19167028b64195e.featurebase-attachments.com/c/post/683a07bb07008232f42b3fa4/01973763-ddc7-75cc-8e45-5d392b4765d2/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260506T010000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260506%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=de5e2daa350e410e9a1c8b5fb7b6438efb5274a278bf11eac93539c8d1c84a60" data-featurebase-content-filename="image.png">

Completed

Self-assign opportunities

An error pop up comes up and the page reloads when the search field is cleared to change locations.

Opportunity Search: Error when clearing the search field

The current skiptrace provider is returning no results for the majority of opportunities. Add additional skiptrace providers to increase the likelihood of finding contacts.

Skiptracing: Increase returns for Contact information

Add tooltip to favorite button to make it clear it's for favoriting

<ul><li>Remove the option to manually skiptrace opportunities</li><li>When an opportunity is assigned, automatically run the skiptrace to try and find owner contact information</li></ul>

Auto-skiptrace opportunities when assigned

When you navigate to an opportunity’s details and then go back to the Opportunities view, the scroll position is lost and it scrolls to the top of the page.

Scroll position lost when going back from opportunity details

All statuses are showing up on Org Dashboard by default

When you zoom out on the map view, it’s easy to lose track to where the business is located without a map view

Add marker to map view to highlight business location

Users can submit requests to skip-trace owner contact information. A new contact is created for the opportunity if a match is found.

Automated Skip-tracing Requests

Trying to log in and there isn’t an option to do so.<img data-width="100%" data-align="left" data-featurebase-content-key="67f82135d19167028b64195e/static/0197f08a-f52e-7182-b979-d5333a487858/ss-0197f08a-f52e-7182-b979-d5333a487858.png" src="https://67f82135d19167028b64195e.featurebase-attachments.com/c/static/0197f08a-f52e-7182-b979-d5333a487858/ss-0197f08a-f52e-7182-b979-d5333a487858.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260506T010000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260506%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=f1679182454520b8e0ece27799c7623d0f4cd59f40fffd165e9250a8f9878f8b" data-featurebase-content-filename="ss-0197f08a-f52e-7182-b979-d5333a487858.png">

GoFish

Product Roadmap