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Freeform Drawing Canvas
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Live Multi-User Editing
Roles (Owner / Editor / Viewer)
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Contacts
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Create & Edit Contacts
Duplicate Detection, Linking & Merge
Detect & Link Duplicates
Merge Duplicates
Linked Contacts & Smart Routing
Entities
Entity List & Detail
Link Businesses to People
Reference Fields (Link to Contact / Referrer / Business)
ABN Smart Search
ABN Verification & Refresh
Referrers
Referrer List & Detail
API Access for Referrers
Referrer Custom Fields
Deal Attribution
Referrer's Linked Deals
Client Data Profile
Promote Deal Data into a Profile
"Updates to Review" Prompt on Deals
Suggested Removals with Client Confirmation
Returning-Client Review & Pre-Fill
Document Intelligence, LIXI Export & Open Banking
Ownership-Share Reconciliation
Dashboard
Contact KPIs & Charts
Quick Actions
Recent Contacts & Businesses
Deals
Pipeline Board
Multiple Views (Board / Table / Calendar / Timeline)
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Star Deals & Workflows
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Dashboard
Create Deal
Self-Registration Intake
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Summary
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Fill Forms for the Client
Run Integrations
Quote Tool
Documents
E-Signatures
Fill-My-Fields PDFs
People on the Deal
Email & SMS the Applicant
Applicant Warning Banner
Notes, Activity & Scheduled Events
Upgrade Deal to Latest Workflow
AI Fact-Find
Workflows
Workflow Builder
Item Rules & Scheduling
PDF Template Editor
Versioning
Parallel Drafts & Merge
Step Items (building blocks)
Auto-Assignment (Distribution)
Card Deck
Checklist & Results-Display Items
Preview the Client Experience
Forms
Form Builder
Per-Field Setup
Validation & Conditional Logic
Advanced Validation (v2)
AI Form Generator
Question Types
Link-to-Record Fields
Nested / Repeatable Sub-Forms
Map Fields to Client Profile
Templates
Lookup Lists
Calculators
Calculator Library
Versioning, Publish & Rollback
Import / Export
Visual Builder (Formulas, Tables, Rules)
Publish as an API
Test Runner
Lender Catalogue
Lenders
Products
Rate Tiers
Auto-Sync Lender Rate Cards
Pilot Lenders (Pepper / Plenti / Metro)
Policy Authoring
Rule Blocks (Conditional & Decision Table)
Free-Form Expression Rules
Run Tests & Preview Publish
Policy Sheets
Test Scenarios (Applicant Fixtures)
Applicant Data Schema & Field Autocomplete
Quoting Engine
Product Matching
Applicant Enrichment
Rates, Comparison Rate & Repayments
Live Recalculation on Override
AI-Assisted Authoring
Spend Guardrails
AI Test-Scenario Generation
Contradiction Detection
Policy PDF → Suggested Rules
Switch on Real AI
Product Collections & Shared Policy Data
Collections & Membership
Enrichment Pipeline Editor
Import / Export Collections
Reference Thresholds
Reference Matrices, Lists & Dictionaries
Quoting Sandbox
Tool Launcher
Lender Shortlist
Overrides & Custom Lenders
Dashboard & Settings
Calculator Dashboard
Export Hub
Exploring / Later
Relative-Date Rule Operators
Version Snapshots for Historical Quotes
Shared Rule Library Across Practices
Built-In Match Setup in Workflows
Policy Coverage Map
Sign In & Sign Up
Single Sign-On Login
Self-Service Sign-Up
People (Members)
Member Directory
Add Member
Reset a Member's Password
Member Editor
Assign Role
Edit Profile & Phone
Invitations
Email Invite with Role
Resend & Revoke
Accept via Secure Link
Roles & Permissions
Custom Roles
Fine-Grained Permission Editor
Role Ceilings (Member / Admin / Owner)
Permission Viewer (Per App)
Member Types
Manage Member Types
Custom Field Editor
Back Fields with a Form Template
Field Permissions & Presets
Type Hierarchy
Organisation Structure
Organisation Hierarchy (up to 5 levels)
Create / Move / Delete Offices
External Apps
Settings & Branding
Client-Portal Subdomain
Org-Level Custom Fields
My Profile & Security
Edit My Profile
Change My Password
My App Licences
Profile Photo
Email Signature
Billing & Subscriptions
Subscription Overview
Invoices & PDF Download
Self-Service Plan & Seat Changes
Historical Price History
Live Pricing Preview
Usage & Overage Tracking
Online Card Payments
GST Tax Invoices
Email Connections
Personal Email (Gmail / Outlook)
Sync Settings & Domain Blacklist
Calendar Sync (Google / Outlook)
Organisation Email (OAuth + SMTP)
Email Branding
Data Import
CSV Import with Column Mapping
Import History & Reports
Live Import Progress
Audit Trail
Admin Activity Log
Filter & Search
Dashboard
Organisation Stats
Quick Actions
Usage & Seat Charts
Command-Center Dashboard
Activity Overview & Success Rates
System Health Banner
24-Hour Activity Trend
Recent Activity & Quick Actions
Integrations Marketplace
Install & Manage Integrations
Test & Live Credential Sets
Custom Webhook
Illion Credit Reports
Equifax Credit Reports
CashDeck Bank Statements & Income
Quote Estimate (Stratton / Mystro)
API Keys & Access
Personal API Keys
Machine-to-Machine Access
Browser Extension Access
Organisation API Keys
Revoke & Expiry Controls
Engine APIs
Publish a Calculator as an API
Per-Calculator Access Control
Flow Builder
Visual Flow Editor
Create Contact Step
Create Deal Step
Populate Deal Step
Run Calculator Step
Response Step
Webhook Trigger
Run History & Logs
Publish, Revert & Revoke Versions
General Availability
Multichannel Messaging
SMS
Facebook Messenger
Setup & Send-Test
WhatsApp
Channel Priority Routing
Delivery Receipts & Inbound Replies
Inbound Replies → AI Assistant
Scheduled Events
Unified Event Feed
Cancel Upcoming Events
Filter by Status & Source
Activity Log
Internal + External in One View
Filter by Source & Outcome
Full Request & Response Detail
Form Filler
Profile Builder
Field Mapping (Standard + Custom Fields)
Import / Export Profiles
File Browser
Grid / List / Column Views
Recent Files
Sort, Breadcrumbs & Shortcuts
Sidebar Folder Tree
Upload & Download
Drag-and-Drop Upload
Download Files & Folders
Folders & Organisation
Create, Rename, Move & Delete Folders
A File in Multiple Folders
Colour-Coded Folders
Search
Preview & Details
Auto-Filed Contact & Deal Folders
Google Drive Sync
Connect / Disconnect
Sync Now & Activity Log
AI Document Review
Rename a File
Storage Usage Meter
Sharing & "Shared with Me"
File Version History
Trash & Restore
Tag-Based Browsing
Thumbnails & Image Conversion
Marketing Dashboard
Audience-Growth Trend
Contacts & Audiences
Marketing Contact Database
Unsubscribe / Resubscribe
Custom Fields
Duplicate Detection & Merge
Privacy Tools (Anonymise / Delete)
Lists
Segments
Audience Filter Builder
Campaigns
Campaign Builder
Live Recipient Estimate
Send Now or Schedule
Test Send & Preview
A/B Subject Testing
Campaign Analytics
Templates
Drag-and-Drop Editor
Merge-Field Personalisation
Raw HTML Editor
Journeys
Visual Journey Builder
Step Types
Entry Triggers
Test / Step-Through
Versioning & Lifecycle
Enrolment Tracking & Analytics
Deliverability & Settings
Sending Domains (DKIM)
Custom SMTP
Send Windows & Throttling
Compliance & Preferences
Suppression List
Suppression at Send
Preference Categories & Unsubscribe Footer
Preference Centre
A/B Results & Winner Selection
Bulk Contact Import in Broadcast
Dashboards & Reports
Home Dashboard
Date-Range Filter
Print / PDF a Report
Contact, Deal & Form Reports
Chart Drill-Down
Data Explorer
Condition Builder
Columns & Form-Field Values
CSV Export & PDF Report
Result Estimate
Charts & Pivot Tables
Saved Reports
Activity / Audit Log
Analytics Data Export (BigQuery)
More Report Filters (Workflow / Status / Source)
Weekly / Monthly Trend Toggle
Scheduled & Emailed Reports
Forms Report Drill-Down
