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

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

Opportunity Search: Add filters to narrow down results

Google review score Google review count no website unclaimed on Google

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

Be Able to Tag Facilities As Mom and Pop

Tag facilities as Mom & Pop Operators

Offer Range Calculator

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

Loan Calculator

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

Receive notifications for follow-ups due today

Notification Types Email In-app Notification Content There are x follow-ups due today. Button → “Go to follow-ups” → Opens Deal Flow - Follow-ups list

Self-assign opportunities

Customers can draw a radius on a map as their buybox. We’ll show all the opportunities contained within that radius with pins on the map and a list on the side Opportunities that the customer has already assigned will display as a gray pin and will not show in the list Opportunities that the customer does not already have will be shown with a red pin Customers can choose which opportunities they want by clicking the assign action in the list Display how many opportunities they have assigned and how many they have remaining to assign 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

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.

Skiptracing: Increase returns for Contact information

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

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

Auto-skiptrace opportunities when assigned

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

Scroll position lost when going back from opportunity details

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.

All statuses are showing up on Org Dashboard by default

Add marker to map view to highlight business location

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

Automated Skip-tracing Requests

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

Can't log in

Trying to log in and there isn’t an option to do so.