Roadmap

See what we're working on and what's coming next.

Roadmap

See what we're working on and what's coming next.

Roadmap

See what we're working on and what's coming next.

Open6

Remove duplicate property description fields

on the next page it asks for property discription ... so these feel like a double up. I think we should remove the circled areas.

Get Photos from URL when Off Market has photos online somewhere

Get Photos from URL when Off Market has photos online somewhere 1 1

Diferent pin colour for off market properties on the map

Diferent pin colour for off market properties on the map OFF MARKET ICON COLOUR or PIN shape or outline colour etc 1 1

Integrated rewards program for industry partners

Integrated rewards program for industry partners 1 1

Staff Leaderboard & KPI Management

Staff Leaderboard & KPI Management Develop a new page for managers to manage staff goals. Include functionality to reverse engineer goals - eg. I want to earn $200k, how many sales, which needs how many authority, which needs how many appointments, which needs how many phone calls etc. 1 1

on this page there is a spot to a referral partner, however some referrs elect to pass the $1000 onto the client to be a discount on success fee. Can there be a way to record this ? so where it says referral amount- you can select to agent or client

Planned8

Xero Integration

Feature request: Re-send Fact Find and edit client details for manually activated SMSF clients

If we have manually activated a client (like pinak and Mitali) and they havent completed a Fact Find, can there be a way to prompt them to do so? Maybe by clicking the fact find icon and re-sending? also need to be able to add client details. For example Pinak and Mitali are SMSF clients and signed an authority in the name of their SMSF, but when clicking their name it only shows Pinak's legal name. Which we must have entered when he was just a lead. So need to be able to edit this.

Activity feed on dashboard and badge count on items in portal

Activity feed to have items related to the campaigns or activities that the user has permission to see

AML integration

AML integration 1 1

Calendar Integration for clients to book your time (cal.com)

Calendar Integration for clients to book your time (cal.com) 1 1

Calendar Integration for managing your appointments and tasks

Calendar Integration for managing your appointments and tasks 1 1

Integration with REI Forms

Integration with REI Forms 1 1

Invite Buyer button for client portal buyers to add other buyers

Invite Buyer button for client portal buyers to add other buyers Add an invite button and allow the user to login to the campaign. Either by: a) reworking buyer access to campaign by a direct pivot table to campaign, or b) automatically making them and the others into an individual(s) entity (if they aren't already one) and assigning the new or existing entity to the campaign which can be updated to other entity types later, or c) Asking them for the entity structure now. The details will need to pre-load into the authority 2 act to ensure there is no double entry etc. Client Portal

In progress4

Final Inspection Form

Final Inspection Form 1 1

Property Investment Calculator

1 1

Track Commissions and Commission Breakdowns

Track Commissions and Commission Breakdowns 1 1

Migrating CMS to Xano so portal users can update the website

Migrating CMS to Xano so portal users can update the website Requires permissions Access to update: Insights (blog) Resources (youtube videos) Team (staff profiles) Testimonials

Released1

i know we're not supposed to request features BUT this is a super annoying one for me! Can i please add a property from this view? instead of having to exist go to map, add property and come back here and start again?

Open6

Remove duplicate property description fields

on the next page it asks for property discription ... so these feel like a double up. I think we should remove the circled areas.

Get Photos from URL when Off Market has photos online somewhere

Get Photos from URL when Off Market has photos online somewhere 1 1

Diferent pin colour for off market properties on the map

Diferent pin colour for off market properties on the map OFF MARKET ICON COLOUR or PIN shape or outline colour etc 1 1

Integrated rewards program for industry partners

Integrated rewards program for industry partners 1 1

Staff Leaderboard & KPI Management

Planned8

Xero Integration

Feature request: Re-send Fact Find and edit client details for manually activated SMSF clients

Activity feed on dashboard and badge count on items in portal

Activity feed to have items related to the campaigns or activities that the user has permission to see

AML integration

AML integration 1 1

Calendar Integration for clients to book your time (cal.com)

Calendar Integration for clients to book your time (cal.com) 1 1

Calendar Integration for managing your appointments and tasks

Calendar Integration for managing your appointments and tasks 1 1

Integration with REI Forms

Integration with REI Forms 1 1

Invite Buyer button for client portal buyers to add other buyers

In progress4

Final Inspection Form

Final Inspection Form 1 1

Property Investment Calculator

1 1

Track Commissions and Commission Breakdowns

Track Commissions and Commission Breakdowns 1 1

Migrating CMS to Xano so portal users can update the website

Migrating CMS to Xano so portal users can update the website Requires permissions Access to update: Insights (blog) Resources (youtube videos) Team (staff profiles) Testimonials

Released1