Roadmap

Under consideration(17)

1
Mobile Responsive
#Improvement 👍
2
Translated Versions
2
Bulk export client data
#Improvement 👍
1
Zillow Integration for Property Value
1
Pro: Account Notifications
1
Search/Filter/Sort
1
Professional ID Verification
1
Professional Notifications on Client Changes
#Improvement 👍
1
2FA
1
Bank APIs

Planned(11)

6
Wealth Counsel Integration
#Improvement 👍#New Feature 🚀#Deal Breaker 💔
5
Entities
#Improvement 👍#New Feature 🚀
4
Additional Forms/Assessments
#New Feature 🚀
5
Time Capsule
#New Feature 🚀
6
Mobile App
1
Pro notifications on client/consumer account changes
1
Add pro to hub if consumer creates a new pro
2
End of Life Planning Assessment
1
Annual Billing
#Improvement 👍
1
Product Tiers

Next Up(3)

10
Build Custom Forms
#New Feature 🚀
5
Delete Client
#Improvement 👍
6
Co-branding for Pros
#Improvement 👍#Styling 🎨

In Development(5)

4
Custom RME Creatives
#New Feature 🚀
6
Express Onboarding
#Improvement 👍#New Feature 🚀
5
Zapier enhancement for client data
#Improvement 👍
2
1202 Exemption Analysis
#New Feature 🚀
4
Marketing Creatives
#New Feature 🚀

Shipped(22)

8
Zapier Integration
#Improvement 👍#New Feature 🚀#Deal Breaker 💔
2
Client/consumer nudges
#Improvement 👍
1
Responsive RateMyEstate Completion Page
#Improvement 👍#Styling 🎨
1
Updates to RME report
#Improvement 👍
1
RME Report for Pros
#Improvement 👍#New Feature 🚀
2
RME Completion via Custom Link
#Improvement 👍#New Feature 🚀
2
Pro: AI Client Risk Profile
#Improvement 👍#New Feature 🚀
1
Pro Report: Docx Version
2
Permissions (Consumer/Pro)
1
Onboarding Email Sequence
#Improvement 👍

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