Changelog

Upcoming

What we are working on next.

Agency Management

  • Bulk CSV Invite: Import and invite multiple agents at once via CSV upload.
  • Agent Territories: Assign geographic territories to agents for better lead distribution.
  • Activity Log: Track all team activities and changes within the agency.
  • Announcements: Broadcast important updates to all team members.
  • Training Resources: Centralized library for onboarding and training materials.
  • Role-Based Permissions: Granular access control with customizable roles.
  • Offline Support: Continue working without internet connectivity.
  • Push Notifications: Real-time alerts for important updates and actions.

Pipeline Management

  • Follow-up Indicator: Visual indicators showing when follow-ups are due.
  • Stage Notes Preview: Quick preview of notes directly in the pipeline view.
  • Keyboard Shortcuts: Speed up workflow with keyboard navigation.
  • Drag-and-Drop: Move clients between stages by dragging cards.
  • Custom Stages: Create and customize your own pipeline stages.

v1.1.0

Current

January 2026

Major enhancements to the Client Management module with improved data tracking and upgrade analysis capabilities.

Agency Management

  • Agency Branding: Admins can now customize their agency name directly from the agency settings panel.

Client Form Improvements

  • 5-Tab Organization: Streamlined form with Contact, Property, Financial, Upgrade, and Notes tabs for better data entry.
  • IC-Based Duplicate Detection: Automatic detection of existing clients by IC number with smart upsert - updates existing records instead of creating duplicates.
  • IC/Phone Validation: Real-time formatting and validation for Malaysian IC numbers (YYMMDD-SS-NNNN) and phone numbers.
  • Client Source Tracking: Track where clients come from (Referral, Walk-in, Roadshow, Facebook, iProperty, PropertyGuru, WhatsApp, Repeat Client).
  • Free-Form Tags: Add custom tags for personal organization and filtering.
  • Spouse/Family Contacts: Capture co-applicant or family decision maker details.
  • Expected Commission: Track expected commission per client for revenue forecasting.

Why Now Panel - Upgrade Readiness

  • Income Tracking: Track current income with historical comparison for growth analysis.
  • Equity Analysis: Current property value and outstanding loan tracking for equity position calculation.
  • Upgrade Readiness Score: 5-factor scoring engine (Income Growth, Equity, Debt, Employment, Loan History) with breakdown visualization.
  • Readiness State: Automatic classification into Ready, Monitoring, or Not Ready states.
  • Life Milestones: Track upcoming life events (Marriage, New Child, Promotion, etc.) that trigger upgrade timing.
  • Family Alignment Status: Track decision-maker alignment (Not Discussed, Spouse Pending, All Aligned, etc.).

Data Management

  • CSV Export: Export client database to CSV for analysis or backup.
  • CSV Import: Bulk import clients from spreadsheets with automatic column detection and validation.
  • Upgrade Intent Signals: Capture what clients are looking for (Bigger Space, Landed Property, Better Location, Downsizing, etc.).

v1.0.0

Initial Beta Launch

We are excited to introduce Qualifyr, the first B2B SaaS tool dedicated to helping real estate agents identify upgrade opportunities within their existing network.

Core Features

  • Upgrader Analysis Engine: Analyze client equity and financial readiness instantly.
  • Smart Qualification: Filter clients who are financially ready to upgrade now.
  • Interactive Presentations: Show clients their upgrade potential with visual data.