Top Product Angles · Deep Dive
Servicing, Investor Portal, and Draw Management are the most-mentioned themes across real customer notes.
Last updated 2026-04-22
380 mentions
servicing
79 mentions
investor portal
47 mentions
loan servicing
19 mentions
construction draw
19 mentions
investor statements
12 mentions
draw management
11 mentions
investor reporting
MA has been positioned origination-first. The deal data says that's undersells the product. Across 396 engagement notes, servicing eclipses originations. Investor portal + investor reporting + monthly distributions form a tight cluster — that's the MIC/Fund operator vocabulary. Construction draw management shows up as its own distinct wedge. Three narratives, not one.
3 workstreams
7 pain angles (P1-P7) mined from G2 competitor reviews. Role-matched: CEOs get strategy angles, CFOs get cost angles, CTOs get SDK-deprecation angles, Ops gets speed/file-lock angles. Currently powers the Encompass outreach builder.
Added investor portal, broker portal, loan servicing, mortgage servicing, construction draw, draw management, investor reporting, investor statements, monthly distributions, unitholders to the core keyword list (+5 weight each). 8 new query templates use these terms.
Scans for offering memorandum, NI 45-106, accredited investor, unitholders, monthly distributions, RRSP/TFSA eligible. These phrases correlate with the investor-portal pain cluster in deal data.
Author a MIC/Fund-specific pain library — investor reporting, monthly distributions, unitholders, offering memorandums
Author a servicing-first pain library for non-Encompass lenders (the biggest cluster by keyword frequency)
Add pain-angle columns to each target segment's outreach CSV — auto-match based on detected signals
A/B test servicing-first vs. origination-first opening lines in the first Instantly campaign