Have an idea for a new feature?
New Offering of Underwriting Reviews
Be able to purchase underwriting requests to be reviewed Offer deal confidence and wholesale opportunity opinions
Sync Follow-up Reminders to Calendar
Sync up any reminders to your personal calendar, and/or have a calendar view for follow-ups
Enhance Team Workflow Communication within the app
Partner workflow options (e.g. Monday) Assign leads to other team members Add tasks and assign tasks to team members Tag team members in notes/comments Team Chat? Enhance the overall experience with working with VAs
New Page/Tab for Launching Marketing/Outreach Campaigns
Have a new page that will allow you to select facilities that you would like to contact Contact methods would include: Letters/postcards (options for handwritten) Emails Texts Dial platform - possibly AI Enabled Possibly More 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
Bring in On Market Data and then be able to filter for it in the search tool
Bring in sources like Crexi and Loopnet to see what is currently on market For now it will just be a flag
Facility Scoring Based On Market Insights
Facility Scoring based on Market insights - Demographics, drive-time, rates below market, etc Generate facility overview summaries based on Facility Scoring and Market Insights
Have AI draft outreach content for each outreach style
For any marketing materials like mailers or emails, use ai to draft up some samples for the user to choose from and then use in the campaign. Then have the metrics show on their card of the campaign.
Go from map search to query using filters to import leads
Have the ability to search for facilities based on filters rather than selecting on a map
Import Leads Feature
Be able to import leads from other data providers like Stortrack, TractIQ, etc. Number of rows imported would count towards monthly credits Can purchase additional credits to complete the import, or truncate import to meet credits budget
Filter by city on Opportunities page
In addition to the state filter you should be able to filter by town/city
Add in tax map to search map to see property lines
Add in tax map overlay to see the full lot size of the facilities
Onboarding Enhancements
Smooth out the onboarding experience and add some quality of life improvements like toggling the mask on the password field. Also see if we can speed up the process. Add in more instructions and guidance for new users. Then have a quickstart demo at the end for them to watch
Add in Last sale price to the property card
In the property card on the leads page, add in the data point for last sale price
Add a toggle to include/exclude major players in search results, allowing users to compare how closely large organizations align with their interests.
Currently, major players are excluded from search results by default, which helps users focus on smaller or more relevant organizations. However, adding a toggle option would give users the flexibility to include these larger entities when desired. This would make it easier to explore how closely major players align with their goals or interests, offering a more complete view of the landscape.
Add option to buy more leads per month for any tier
The current cap for leads per month is 320 when on the Pro tier. It would be great if customers on the Pro tier want more leads per month, they can purchase additional blocks of leads.
Opportunity Search: Error when clearing the search field
An error pop up comes up and the page reloads when the search field is cleared to change locations.