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Product roadmap

What ships today,
and what is next.

Everything under Available Now is live in the product today. The rest describes direction, not commitments — plans, order, and pricing may change as we learn.

Available now

Live in the product today.

Directory and search discovery

NMLS-sourced officer profiles discoverable by state, city, and loan type.

Claimed, verified MLO profiles

Claim your profile, verify ownership, and control what borrowers see.

Mini-site and short links

A shareable profile surface for every claimed officer.

Lead inbox / mini CRM

Every organic borrower inquiry with full contact info, lead history, lead status, and a close action — on every plan, including Free.

Daily digest and realtime alerts

Free receives a daily digest of new leads. Pro and Founders Club receive realtime lead alerts.

Analytics and insights

Profile, lead, and content performance dashboards.

Content studio

Draft, schedule, and publish posts with per-draft styling and post-history import.

AI content generation

Prepaid AI credits for content drafts and images, with 100 credits per month on Pro.

Profile Video

Pro and Founders Club access, metered in AI credits per video.

Building

MLO AI Assistant.

A mortgage-focused AI assistant designed around the day-to-day work of a loan officer. The directions we are exploring include understanding your profile and specialties, helping you work and prioritize leads, drafting borrower follow-up, preparing compliant marketing drafts, and assisting with day-to-day mortgage workflow through approved MLO Finder actions.

When it ships, the assistant is intended to be a Pro software feature — so Founders Club members receive lifetime access to the assistant software as part of Pro. Actual usage remains metered: assistant usage may consume AI credits or an equivalent metered unit, and Founders keep their lifetime 20% credit-pack discount. Exact capabilities will be announced when they are implemented.

Planned

Where the lead inbox goes next.

CRM notes, tags, and reminders

Annotate leads, organize them with tags, and schedule next follow-ups inside the lead inbox.

Advanced lead workflow

Richer pipeline stages and advanced filtering and search.

Lead export

Export your own leads (CSV) for use in your other tools.

CRM and LOS integrations

Connect MLO Finder leads to the systems you already work in.

Workflow automation

Automated follow-up sequences for new and aging leads.

Team and brokerage capabilities

Shared pipelines, routing, and multi-seat management for teams and brokerages.

Roadmap items describe direction, not commitments: plans, order, and dates may change. Pro pricing may increase as the product gains substantial new capabilities. Founding members lock in lifetime Pro access as MLO Finder continues to add Pro features — lifetime access applies to Pro software features, while AI credits and other usage-based services stay separate.