01 / Foundation — implemented
The public site, searchable tool directory, dashboard, account integration and shared infrastructure. Account access depends on services configured for this environment.
02 / Core tools — in progress
The Residual Calculator is available now with projections, comparisons CSV exports and shareable scenarios. Statement review supports PDFs, images and multi-photo camera capture with on-device OCR, source previews, fee reconciliation and pricing comparisons. Branded reports support browser Print / Save as PDF. Account services enable saved work. Ask ISO AI and Sales Coach interfaces are implemented and require configured services. AI interpretation of reviewed text is implemented but requires privacy review, a platform-wide monthly allowance and service activation. Server-side document storage remains future work.
03 / Sales enablement — core workflows implemented
Branded proposals with live previews, transparent estimates and browser PDF export are available. Agent pages support configurable templates, private drafts, explicit publishing and a consent-based lead inbox when account services are configured. Optional AI benefit editing includes consent and a review step; live AI requires configuration. Opt-in inquiry emails are implemented with a durable delivery queue and require a verified email sender. Hosted logos and secure statement collection remain pending.
04 / Industry and community — core workflows implemented
Industry Pulse reads real, dated headlines from official RSS sources, with search, bookmarks and a downloadable weekly digest. Community includes public profiles, reviewed discussions and replies, helpful votes, saved topics, reports and in-app notifications. An admin dashboard manages moderation, source switches and recorded usage. Account features still require configured services. Optional AI briefs summarize available publisher excerpts, with the source date retained. They require configured AI services. Email digests remain pending.
05 / Production hardening
Automated workflow tests, mobile and desktop accessibility checks, sensitive-data guards, opt-in activity and retention controls are implemented. ISOHub is deployed, and authenticated hourly maintenance is configured. Live account/email/AI acceptance and complete production monitoring remain open.
Free, with sensible limits.
The core tools are designed to stay free. AI document processing and other costly operations will have clear usage allowances so the platform can remain sustainable.