← Back to home

Release Notes

We ship fast. Here's everything we've built, fixed, and improved - updated daily.

305
Updates
95
Releases
134
Days
v1.6.68July 17, 2026Latest
AddedUpload a mortgage statement and it auto-fills the deal - rate, balance, and discount at signing.
AddedFilter renewals and refinance by lender type.
AddedPer-strategy compounding frequency in strategy analysis.
AddedBulk-download AML reports and checklists from the screening section.
AddedFilter which agents' deals to import from a dealbook.
AddedOverwrite-protection toggle so re-imports don't clobber your manual edits.
AddedSupport for a second HELOC, with its available-room calculation.
AddedRates and lenders now shared across your whole brokerage.
AddedYour headshot now shows as your sidebar avatar.
ImprovedRefinance opportunities preview as a hover card on the row.
ImprovedPlatform search now finds deals and contacts by name.
ImprovedPrincipal brokers can be BCC'd on teammates' outbound emails.
ImprovedProminent value disclaimer with a one-tap update on equity reports.
v1.6.67July 11, 2026
AddedGive each teammate their own sending identity - they email clients from their own address, with their own notification controls.
AddedOverride a client's monthly payment directly in rate analysis when the exact figure differs from the estimate.
ImprovedPortal follow-up emails for "anytime" and "we need to discuss" down-payment and income situations.
v1.6.66July 10, 2026
AddedUpload a lender's rate sheet PDF and it auto-parses straight into your rates.
AddedChoose the header identity on a portal - yourself, a teammate, or your business name - right in the send preview.
AddedNew 90-day down-payment seasoning indicator on portal source-of-funds review.
AddedAdd a lead with just a name - no mortgage details required to get them into your book.
ImprovedBest-rate cards now show each lender's logo and name so you know exactly who the rate belongs to.
ImprovedImport now accepts Apple Numbers dealbook exports alongside CSV and Excel.
ImprovedFinmo connections now show in Settings with import and disconnect controls.
ImprovedData tables scroll cleanly sideways on smaller screens.
v1.6.65July 9, 2026
AddedTwo new strategies for clients without equity or a HELOC - a renewal switch and a readvanceable setup.
AddedSplit mortgages now break the penalty down per portion, in both the modal and the PDF.
AddedPause and resume recurring reports from the bulk bar, with a deal-status filter when adding clients.
AddedForeign-currency bank statements are now first-class in document review, converted to CAD with Bank of Canada FX rates.
ImprovedWhen draft mode is on, the automatic 7 and 21-day follow-ups are drafted for you to review instead of sending on their own.
ImprovedEstimated mortgage balances now amortize from the origination date, and editing the balance re-anchors every future estimate.
ImprovedClient date of birth is now included in the candidate Excel export.
v1.6.64July 8, 2026
AddedSet your own review threshold for large deposits on portal source-of-funds.
AddedFilter refinance by the high-LTV flag, with a toggle to skip high-LTV deals in auto outreach.
AddedExport a selection of clients to Excel straight from the refinance and renewals bulk bar.
ImprovedEdit a property's tax assessment yourself when the pulled valuation is out of date.
ImprovedDocument review now accepts Word documents, converting them to PDF on upload.
ImprovedPortal templates now show the real date you last edited them, not the seed date.
v1.6.63July 7, 2026
AddedNew Leads section collects the candidates auto outreach skipped, with their own follow-up lane.
AddedSplit and readvanceable mortgages - track multi-segment mortgages like Scotia STEP and Manulife One, each portion with its own penalty math.
AddedStrategy Analysis now sends as a report, with section toggles, a live preview, and a denser layout.
ImprovedInstant Verifier reports update live as documents come in, showing progress and when they last changed.
ImprovedRedesigned the referral invite email.
v1.6.62July 6, 2026
AddedAdd your team during the solo post-payment onboarding flow.
ImprovedMonthly payment difference now shows as a pill on Strategy cards and in the PDF export.
ImprovedPortals remember previously entered fields, with a new generic secondary-ID document type.
ImprovedRate analysis labels the mortgage balance as estimated, with an as-of date on hover.
ImprovedImport mapping now supports Velocity deal-details exports.
v1.6.61July 5, 2026
AddedCollapsible "other strategies" section on the client profile shows every strategy you didn't lead with.
AddedLaunch a prefilled AML screening checklist straight from a client's profile.
AddedPreview a screening report and see the next re-screening date on the Screening tab.
AddedClient date of birth now shows in the profile header, with an edit modal for name, email, phone, and birthday.
ImprovedDownload an equity report as a PDF.
v1.6.60July 4, 2026
AddedEdit a client's subject-property address and pull fresh valuation data automatically.
v1.6.59July 3, 2026
AddedTurn on automated 7 and 21-day follow-ups when you manually send a renewal email.
AddedSnooze a client until a date you choose and get a 9am reminder email when it's due.
AddedLender-aware fees and offers - a renewal fee gate and a lender-wide cashback offer that flow into the client's numbers.
ImprovedA client's remaining mortgage term now updates live from their maturity date.
ImprovedPenalty explainer accuracy improvements, including variable-rate three-month interest and cleaner strategy email formatting.
v1.6.58July 2, 2026
AddedPin a lender to the top of the penalty calculator.
v1.6.57June 30, 2026
ImprovedDownload the consolidation report exactly as it appears in the preview.
v1.6.56June 29, 2026
AddedSend a consolidation report for a specific refinance option, with per-report section toggles and interaction times in each client's local timezone.
ImprovedPenalty math is hidden automatically once you enter a manual penalty override, so reports show your exact figure.
ImprovedDocument review now shows all down-payment sources, a deposits classification filter, and a confidence column on liabilities.
v1.6.55June 28, 2026
ImprovedReset Strategy Analysis back to the original comparison numbers in one click.
v1.6.54June 26, 2026
AddedNew Strategy section on every client profile, with projections you can adjust per client.
AddedToggle which sections appear in penalty PDF exports, and generate a report against any custom rate.
v1.6.53June 25, 2026
ImprovedMoney amounts across the app now format with thousands separators as you type, and the penalty calculator previews the IRD live while you enter figures.
ImprovedThe portal template editor's document picker now covers hundreds of Canadian residential mortgage document types, searchable and grouped by category.
ImprovedAuto outreach only contacts the latest-closing mortgage when a client has several records on the same property, so borrowers don't get duplicate outreach.
v1.6.52June 24, 2026
AddedBorrower photos of documents are resized and converted to clean PDFs automatically, so phone uploads come through ready for lenders.
AddedBorrowers can add another account on bank, investment, and business statement items, each with its own set of upload slots.
ImprovedRequesting changes on a portal now lists exactly which items the borrower needs to revisit in the email.
ImprovedRe-importing your book refreshes existing deals with the latest data while leaving your overrides, outreach, and compliance untouched.
ImprovedSending an email or follow-up from the rate analysis detail view now opens a compose window with template, preview, and scheduling.
v1.6.51June 23, 2026
AddedBlock a single deal or an entire client from refinance and renewal auto outreach - blocking a client also covers any of their properties imported later.
v1.6.50June 22, 2026
AddedFavorite a lender to float it to the top of your rate analysis - including the best-option lender.
AddedFilter the bulk add-to-monthly-reports list by eligible savings, available home equity, and additional properties before you add clients.
v1.6.49June 20, 2026
AddedWhen a client enters their own home value on a report, it no longer overrides your equity number - you see the difference and can accept it in one click.
ImprovedEvery notification and outreach setting now confirms with a Saved badge the moment you change it.
AddedWhen a client updates their balance, home value, or address on an equity report you sent, an automatic follow-up email goes out the next morning - using your own template for each kind of change.
v1.6.48June 19, 2026
AddedSee a client's cumulative savings as a chart right on the rate analysis best option card.
AddedNew Compare button on the refinance best option prefills Strategy Analysis with the current and recommended mortgage side by side.
AddedCo-applicants are now copied on equity reports, so both borrowers on a deal get every send - and the CC line shows in the preview.
AddedSearch your book for each co-applicant when sending a portal, prefilling their details just like the primary applicant.
v1.6.47June 19, 2026
AddedEdit the subject line on any report before it sends, plus new engagement metrics on the Reports page.
AddedSearch your book to prefill the Strategy Analysis baseline with a client's real mortgage in one click.
AddedAdd client-specific signing documents in the send preview and when editing an active portal.
AddedLinked deals - see every deal tied to a client and pull properties straight from an existing deal.
AddedSend reports and auto outreach at 9am in each client's local timezone.
AddedAdd Instagram and Facebook posts to your email media library, alongside YouTube, Vimeo, and Loom links.
v1.6.46June 18, 2026
AddedBlind-copy yourself on recurring report sends so you always keep a copy.
ImprovedDownload any borrower document straight from its card with a new download icon.
v1.6.45June 17, 2026
AddedAdd SMS text-message codes as a second two-step verification option, alongside an authenticator app.
AddedInvite teammates with set permissions - full access or view-only with send-from-inbox - and manage your team from Settings.
AddedSave refinance and renewal auto outreach as drafts to review before anything sends, instead of sending automatically.
ImprovedAdd a property address right from a client's Equity tab to light up valuations and available equity.
v1.6.44June 16, 2026
AddedSemi-annual and annual options added to recurring reports, alongside monthly and quarterly.
AddedMass-message a whole selection of clients at once from the refinance and renewals bulk bar.
v1.6.43June 15, 2026
AddedPenalty explainer rebuilt - see how each lender calculates the break penalty in plain language, with the comparison method used and links to the lender's own disclosure.
ImprovedPenalty figures now show whether a lender's exact method is published or estimated, so you know how solid each number is.
AddedOverride a client's penalty with the exact figure from their lender - it flows through their savings and every report.
AddedYour headshot, name, and title now appear on penalty and refinance PDF exports.
v1.6.42June 14, 2026
AddedNew Strategy Analysis tool - line up a competing mortgage beside your recommendation at the same monthly payment and see which one pays down more principal and less interest over the term.
AddedEdit a portal you've already sent - reorder, edit, add, or remove items and layer in add-on packs right on the live borrower view; anything the client has already filled in or uploaded stays locked.
AddedSet the proposed rate and amortization on a portal submission's stress-tested ratios and watch GDS, TDS, and the qualifying rate recalculate as you type.
AddedGet an email when a client updates their property value, balance, or address on a report - optional, alongside the in-app alert - with notifications and reminders now grouped in their own Settings section.
ImprovedRefinance reports now show the monthly savings on the proposed option, and you can toggle sections on or off with a live preview before exporting a penalty or refinance PDF.
ImprovedAdd-on pack documents and fields now show in the send preview, each tagged with an icon for whether it collects info, a document, or a signature.
v1.6.41June 13, 2026
AddedPreview a portal before sending - see the exact invite email and the live borrower view in tabs, and adjust fields, documents, and signing for that one send without changing your template.
AddedChoose what to collect from each applicant separately - info, documents, or signing - so a co-applicant can get a documents-only portal, and preview exactly what each person will see.
AddedAdd images and videos to your refinance and renewal outreach emails - upload to a reusable media library or paste a YouTube, Vimeo, or Loom link, and drop them into any template.
AddedBlind-copy yourself on automated refinance and renewal emails, switched on per channel in Outreach Settings.
ImprovedRenewal and refinance outreach now stops automatically when a client books time on your calendar, not just when they reply.
v1.6.40June 12, 2026
AddedSee available HELOC room on every additional property in a client's equity section, and pull any property out into its own deal with the client's details already filled in.
AddedSelect many clients at once on Refinance, Renewals, and Reports - grab the page or everything that matches your filters - and remove them in one action.
AddedFilter Refinance and Renewals from a single panel - combine deal statuses and start year, then clear everything with one click.
AddedHELOCs are now recognized when you import deals - split a combined balance into its revolving and mortgage parts, and second mortgages stay linked to the deal on the same property.
ImprovedDecide exactly which deal statuses renewal auto outreach may contact, separately for each channel.
ImprovedEnter variable rates as prime plus or minus a spread and see the effective rate as you type.
v1.6.39June 8, 2026
AddedChoose how a client's report goes out - send it once, start a recurring schedule now, or set it to begin later.
ImprovedAuto outreach now starts on funded deals by default and waits until each deal reaches a minimum age you set, so outreach goes out at the right time.
v1.6.38June 6, 2026
AddedRemind clients automatically when they still have documents to upload, on a schedule you set - each reminder lists everything that's outstanding.
AddedGet notified in-app and by email when a client submits documents to review, or when one may need a hand with their uploads - both optional, switched on in Settings.
AddedClients get an automatic email confirming you've received their information and documents the moment they submit their portal.
v1.6.37June 6, 2026
AddedTailor which sections show in any client's equity report right in the preview, and set a default that applies across all your reports.
ImprovedPreview and export refinance and penalty PDFs that match what's on a client's profile, now with a cumulative savings break-even chart.
ImprovedDownloaded borrower documents now include the tax year and statement period in their file names, so they sort cleanly.
v1.6.36June 6, 2026
AddedSwitch the whole dashboard to a dark carbon theme from Settings - it sticks across every screen.
AddedBuild your own renewal reminder sequence - choose how many touches go out and when, leading up to each client's renewal.
ImprovedClients can update their address, home value, and mortgage balance right in their equity report, and the new numbers reach you instantly.
v1.6.35June 5, 2026
AddedSet any client to receive their report automatically every month or quarter, on a schedule you choose.
v1.6.34June 4, 2026
AddedFilter your deal board by loan amount, closing date, and document status, or search by address.
AddedPulse watches rates and home equity for every client and flags the moment one crosses your threshold.
v1.6.33June 2, 2026
ImprovedImporting your book now matches rows to existing contacts by email instead of creating duplicates.
v1.6.32June 1, 2026
AddedAdd your brand's accent color so borrower portals match your look.
ImprovedTrack e-signatures right on the document review board, with their own signed column.
v1.6.31May 31, 2026
AddedReview borrower documents on a drag-and-drop board - pending, in review, and verified - and move any deal wherever you want it.
v1.6.30May 30, 2026
AddedSend one portal to a primary borrower plus any number of co-applicants - each gets their own link, uploads and signs their own copy, and feeds the combined analysis.
ImprovedAdd-on packs are now fully editable in the same editor as portal templates, with the same per-applicant controls.
v1.6.29May 29, 2026
AddedChoose exactly what a portal collects with three independent switches - Info, Documents, and Signing - including signing-only sends for e-signatures.
ImprovedEdit the "what is this?" help on any portal question with your own rich text and images, so borrowers know exactly what to send.
v1.6.28May 27, 2026
ImprovedUpload any client list, even one we don't recognize - we read the columns, tell you what it can do (leads, renewals, refinance), and flag anything to re-export before importing.
v1.6.27May 26, 2026
AddedAdd an email signature in Settings and it's appended to every email you send to clients.
AddedNew users get a guided setup checklist that tracks your progress as you work through it.
v1.6.26May 25, 2026
AddedPreview penalty and refinance PDFs before downloading - new eye icon next to Export PDF on the calculator.
ImprovedDocument type picker moved out of advanced settings in the template editor, with auto-detect on by default - new uploads classify themselves.
v1.6.25May 24, 2026
AddedSchedule a message to a client for later - pick the date and time in your timezone, with a new Scheduled tab on Contacted to manage what's queued.
ImprovedA fresh coat of paint across the dashboard - cleaner cards, sharper tabs, more consistent spacing across every surface.
v1.6.24May 23, 2026
AddedDelete portal templates you no longer use, with a confirm step on the way out.
ImprovedBest Option's Financed vs Out of pocket toggle now shows precise numbers for each path.
AddedReset Password from Settings - get an email with a link to set a new one.
v1.6.23May 22, 2026
AddedEvery client profile now shows the Break Rate they need to start saving. New Saves at rate filter on Refinance returns your book by who wins at any rate you type.
v1.6.22May 21, 2026
ImprovedSending a portal is cleaner - search an existing client or add a new one inline, with add-on packs in their own pop-up.
v1.6.21May 20, 2026
AddedVariable rates on the Rates page, entered as a prime offset (P-0.85, P+0.10, etc) and surfaced as offers on every client profile.
v1.6.20May 19, 2026
ImprovedThe penalty calculator's wait/refinance flag now spots both upcoming penalty peaks and floors, and respects a 2-month refi lead time.
ImprovedPenalty PDF rewritten in plain language for borrowers, with a cleaner timeline axis on the strategic-exit chart.
v1.6.19May 17, 2026
ImprovedRefinance and Renewals now keep contacted and replied clients in your list, with a new Refinance filter: New Opportunities, All Clients, Lead, or Closed.
ImprovedA client's profile now shows whether they replied and when, with a quick way to message them again.
AddedOn the Contacted page, mark a client Interested or Not Interested straight from the list, and open their full profile in one click.
v1.6.18May 16, 2026
ImprovedThe renewal message composer flags when you last contacted a client so you don't accidentally double up, with more room to review the draft.
AddedPreview and download a borrower-friendly refinance report from a client's Rate Analysis or the penalty calculator.
AddedTurn on automated 7 and 21-day follow-ups for an individual client when you manually send a refinance email - no need to enable account-wide auto-outreach.
ImprovedRenewals now surfaces every client within 12 months of maturity (up from 7), split into Renewal (0-6 months) and Pre-Renewal (7-12 months) so you can work each window separately.
ImprovedRenewal auto-outreach now reaches out at 12, 7, 3, and 1 months before maturity and stops the moment a client responds.
AddedNew switch cashback field in the penalty calculator - a new-lender cashback offer offsets the cost of breaking in your net savings.
ImprovedSearch and filter the custom renewal notification list by name, email, lender, city, postal code, or mortgage balance.
ImprovedRefinance and Renewals balance filters now scale to your largest client's balance and display amounts in $M / $K.
v1.6.15May 15, 2026
AddedBrokerage admins can centrally manage the market rates every one of their agents see.
AddedNew Strategic Exit chart inside the penalty (i) modal shows the prepayment penalty over the remaining term, with a flag in Rate Analysis that recommends whether to wait or refinance now.
v1.6.14May 13, 2026
AddedOverride the inferred original discount on big-bank candidates with the exact value from the renewal letter - penalty math updates live as you type.
FixedChanging a savings threshold in Settings now re-tiers your portfolio immediately, so the orange/green filters match what you see on the row.
v1.6.13May 11, 2026
AddedAdd Client now captures Term, Amortization, and Home Value upfront, so penalty math, savings, and equity reports light up the moment the client lands in your portfolio.
ImprovedManual property value overrides drift with the market every month, so the number you set stays current as the market moves.
v1.6.12May 10, 2026
AddedAdd leads to your database manually - send them equity reports and surface refinance opportunities, no CSV needed.
AddedFilter the portfolio between Leads and Closed clients so your refi queue and prospecting list stay separate.
ImprovedEdit a client's lender, rate, term, and other rate analysis fields inline from the row.
ImprovedFullscreen toggle on the candidate detail modal for more room when reviewing a client.
v1.6.11May 9, 2026
AddedAutomatic detection of clients who own additional properties via Houski, with HELOC eligibility on each.
v1.6.10May 7, 2026
AddedUp to three template variants per outreach email so you can A/B test what gets replies.
v1.6.9May 6, 2026
ImprovedSmarter document portal verification - a single verifier handles every doc with full conversation context, and you can override a rejection if you think it's safe to approve.
FixedEquity view now shows the after-penalty LTV correctly and no longer caps the displayed LTV at 100%, so over-leveraged clients are easy to spot.
v1.6.8May 5, 2026
AddedNew 'Best Option (Different Lender)' card when a client's current lender is also their top refi option, so you always have a switch comparison.
AddedDownload the AML borrower risk-rating checklist as a PDF for your compliance file. Captures whatever's currently checked, with the full score breakdown and risk level.
AddedAdd an email to a realtor's profile and they'll automatically be BCC'd on every equity report sent to clients tagged to them - one-off or monthly. The client doesn't see the realtor address; the realtor stays in the loop.
ImprovedPenalty calculator export now lets you choose between a full report (penalty + refinance options + lender comparison) and a penalty-only PDF for clients who just want the penalty math.
ImprovedEngagement tier (high/medium/low) now factors in equity report interactions, not just email replies.
v1.6.7May 4, 2026
AddedMove-up indicator on refi and renewal dashboards: green chevrons beside client names highlight clients with enough equity to buy a larger home, plus new equity sort options.
AddedEquity reports now include a 12-month line chart showing how the client's home value has trended over the past year.
AddedArchive lenders you can't work with: archived lenders disappear from client recommendations and the penalty calculator, and slide into a separate section at the bottom of your rates page. Per-broker setting.
AddedSwitch a client between Fixed and Variable right from their profile. Penalty math, savings, and lender recommendations recompute automatically with the new product type.
AddedRefi opportunities above 80% LTV after penalty are now flagged with an amber warning icon next to the client's name, with a hint to consider HELOC or Reverse Mortgage instead.
ImprovedProperty valuations are now fetched automatically for clients with valid addresses, so equity numbers, move-up tiers, and LTV checks light up across more of your book.
v1.6.6May 2, 2026
AddedMaster view for brokerages: principal brokers can now switch on a team-wide view to see every refinance opportunity and renewal across the whole brokerage in one place.
AddedPer-lender rate offsets: tune any lender's rates by ±5% so your savings math reflects the deals you actually get.
v1.6.5April 30, 2026
AddedRate Analysis tab on every client profile shows a clear stay-or-break verdict with Net Savings, payment savings, and balance impact at the new rate.
AddedAdd switch fees and cashback offers per client right from the Rate Analysis tab. Both flow into Net Savings live so the verdict reflects real-world numbers.
AddedNew borrower portal: cleaner upload flow for clients, plus a session board so you can track every portal in one place.
AddedSource-of-funds add-on packs: attach the right document bundle (gift, refi, bridge, holdco, separation, rental, pension, bankruptcy) to any client portal in one click.
v1.6.4April 29, 2026
AddedCustomize rates for existing lenders and set up new lenders in Settings → Rates
AddedEquity reports now show clients their mortgage paydown progress with a year-by-year chart
v1.6.2April 28, 2026
AddedReports page redesigned with a monthly engagement timeline showing how clients open, view and click on their equity reports
AddedToggle monthly equity reports on or off for any client right from their profile
AddedOptional 2FA for user accounts
ImprovedMortgage balances now update each month based on expected payments, so client data stays current between imports
ImprovedRenewals page now shows total balance renewing in each bucket so you can see how much book is at stake
v1.6.1April 26, 2026
ImprovedConfirm Password on signup, with a checkmark the moment both entries match
ImprovedFilter and select clients in bulk when enrolling them in monthly equity reports
FixedEquity reports now show LTVs above 100% to include underwater mortgages
v1.5.7April 25, 2026
AddedSet any client to auto-receive a fresh equity report every month - shows up in their inbox without any work from you
AddedEmail PEP declarations to clients - get a signed PDF back automatically
AddedHigh risk PEPs (foreign PEPs + domestic PEPs from sanctioned countries) now auto-open an EDD case the moment they're flagged
v1.5.6April 21, 2026
ImprovedLink directly to your living policy docs instead of uploading PDFs
AddedSortable columns and search on the agent scorecard
ImprovedRisk rating checklist now saves with each screening for solo agents
v1.5.5April 20, 2026
AddedCustom renewal notifications: set a custom months-before-maturity threshold and get a bell alert when clients hit it
AddedRedesigned compliance module: EDD case workflow with activity timeline, team-based alert routing, written policy uploads, and retroactive screening picker
AddedTrack secured debts (second mortgages, HELOCs, private lenders) on each client - they factor into equity and consolidation scenarios
AddedTrack additional properties a client owns - factors into combined portfolio equity summary
ImprovedConsolidation scenarios now include property-backed and blanket options
ImprovedEquity and consolidation reports now itemize secured debts and additional properties, so clients see the full picture
v1.5.4April 16, 2026
AddedUpload your brokerage logo - shown on client reports and penalty calculator exports
AddedDelete past uploads and their imported clients in one click
AddedEngagement signal on every refinance and renewal candidate based on their email replies
v1.5.3April 15, 2026
AddedExport your IRD penalty calculations as a PDF
AddedPast uploads dropdown on the import screen - see CSVs you've already brought in
ImprovedMonthly payment calculations now use the exact amortization from your imports
v1.5.2April 14, 2026
AddedFilter AML screening results by match confidence to focus on the strongest hits
v1.5.1April 13, 2026
ImprovedEditing a client's rate now instantly recalculates their savings, penalty, and opportunity tier
ImprovedClear individual or all notifications at once - notifications now mark as read automatically when opened
ImprovedImport progress now shows how many new records are being added, not the total CSV row count
v1.5.0April 9, 2026
AddedImport preview - see a summary of your data before importing, including product mix, top lenders, and insights
AddedExcel file support - import directly from .xlsx files, not just CSV
ImprovedCobrand client equity reports with a realtor
ImprovedVariable rates now display as Prime +/- %
v1.4.1April 8, 2026
AddedEdit rates directly on refinance and HELOC scenarios
ImprovedPassword show/hide toggle on login and registration pages
v1.4.0April 7, 2026
AddedDebt consolidation analysis - see refinance, HELOC, and reverse mortgage scenarios for your clients
AddedDebt consolidation reports - send clients a personalized breakdown via email or text
AddedBrokerage admin dashboard - manage your team, billing, compliance, and onboarding in one place
AddedInsured rates comparison - see how insured rates stack up beside other options
ImprovedOutreach templates are now smarter - variables adjust automatically so messages always read naturally
v1.3.4April 3, 2026
AddedDelete candidate profiles - remove clients you no longer need from your pipeline
ImprovedMore accurate market rates - upgraded rate source and added big 5 bank rates
ImprovedClick a notification to mark it as read, plus a new checkmark button to dismiss
ImprovedFaster client imports - processing speed improved by 25%
ImprovedOutreach queue clears properly when auto-outreach is turned off
FixedPassword requirements now shown on registration and reset pages
v1.3.3April 1, 2026
ImprovedImport larger CSV files - increased upload limit so big client lists come through without issues
v1.3.2March 30, 2026
AddedGet notified by email when a lead responds with interest
ImprovedMore reliable outreach queue - emails send consistently without gaps
v1.3.1March 29, 2026
AddedSend equity reports to clients via SMS with RingCentral integration
ImprovedEquity reports are now fully editable before sending
v1.3.0March 28, 2026
AddedAML screening - run background checks on clients with 10 free screenings included
ImprovedReorganized sidebar for easier navigation
FixedEmail sync no longer polls when the connection is disconnected
v1.2.1March 27, 2026
AddedInteractive equity reports with in-app notification bell
AddedSearch renewals and opportunities by city or postal code
ImprovedEmail previews now render inline on the reports page
v1.2.0March 25, 2026
AddedEquity report emails - send clients personalized equity breakdowns with charts
ImprovedSmoother onboarding flow with clearer steps and reassurance messaging
FixedSmoother email preview loading experience
v1.1.5March 24, 2026
AddedFilogix consolidated import support - upload directly from your CRM export
v1.1.4March 20, 2026
AddedCustom rate calculator - compare any rate against the best available options
AddedMortgage balance filter - narrow opportunities by outstanding balance
v1.1.3March 19, 2026
AddedPenalty funding analysis - see HELOC and reverse mortgage options to cover break costs
AddedReverse mortgage calculator with eligibility checks by property type and location
AddedTemplate approval workflow - review and approve outreach emails before they send
ImprovedShareable client links - share a specific opportunity via URL
ImprovedStronger platform security and data protection
ImprovedFaster account recovery emails
v1.1.2March 18, 2026
AddedEquity tab - see property valuations, available equity, and HELOC/reverse mortgage products
AddedFinmo added as a third data import source alongside Filogix and Velocity
AddedSend personalized equity report emails directly to clients
ImprovedMore accurate Canadian HELOC and reverse mortgage calculations
ImprovedSmoother search experience with instant results
v1.1.1March 17, 2026
AddedMonthly renewal digest - automated email report of upcoming renewals on the 1st of each month
ImprovedIRD calculator now auto-derives posted rates from Bank of Canada historical data
ImprovedRedesigned template editor with floating save bar
FixedRefined savings estimates for variable-rate and blended mortgage types
v1.1.0March 16, 2026
AddedRenewals system - automatically classify, queue, and track upcoming mortgage renewals
AddedBank of Canada rate integration for accurate historical penalty calculations
AddedPromo codes on checkout
ImprovedCandidate detail modal redesigned with prominent savings display
v1.0.0March 15, 2026
AddedPenalty explainer - visual breakdown of how each bank calculates IRD vs 3-month interest
AddedSmart reply classification - automatically detect interested vs not-interested responses
AddedEmail preview before sending - see exactly what your client will receive
AddedWelcome email on signup with getting-started tips
AddedQueue management - auto-populate daily queue, add or remove clients manually
ImprovedPolished outreach email formatting
v0.9.3March 12, 2026
ImprovedCleaner page transitions and content loading across the app
ImprovedSmarter deduplication when importing from multiple sources
v0.9.2March 11, 2026
AddedReal-time import streaming - see candidates appear live as your data processes
AddedStripe billing with subscription management and cancellation flow
v0.9.1March 10, 2026
AddedReferral program - invite other brokers and earn rewards
AddedEmail connection - link your Gmail or Outlook to send outreach from your real address
AddedIRD Calculator - compare penalty costs across 30+ Canadian lenders instantly
v0.9.0March 9, 2026
AddedOutreach email templates with rich text editor and personalization
AddedAutomated daily outreach scheduler with capacity limits
FixedSmoother onboarding navigation between steps
AddedContacted page - track every client communication in one place
v0.8.0March 8, 2026
AddedOpportunities pipeline - see every refinance opportunity ranked by savings
AddedLive market rates from Canadian lenders updated automatically
AddedSavings engine - estimate client savings across all mortgage types
v0.7.0March 7, 2026
AddedCSV data import - upload Filogix or Velocity exports to get started in minutes
AddedAutomatic rate matching - each client paired with the best available lender rates

Want to see what's next?

Book a demo and we'll walk you through the latest features

Book Demo