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Things we know about and are working on. If you’re hitting something not listed here, email [email protected].

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UI

Mobile and responsive breakpoints. The app is designed for desktop. We’ve done a pass on responsive layouts for the book page, debt board, and tab bar, but there are still places where spacing, column visibility, and component sizing break down on smaller screens. Ongoing.

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CRM

Lender matching and screening per funder. The autodeny/screening system currently applies a single set of screening settings at the org level. We are working on moving this to per-funder screening, where each funder can have its own criteria, its own industry list, and its own exclusions. This requires a mapping layer that canonicalizes our internal industry types to each funder’s industry enums so we can support their specific underwriting workflows. Programmatic lender submission. Working with multiple lender portals and APIs to configure programmatic deal submission to funders through a single API layer. Book deduplication and ingestion. Documents and parsed results that come through ingestion (email, Drive, manual upload) need to be deduplicated and routed cleanly into the businesses tab. Merging logic for when the same merchant appears across multiple books is in progress.