Product Updates

Real Estate, Vehicles, and Insurance get a makeover



The real estate, vehicle, and insurance details experiences have been revamped for easier input and access of your information. Like Family IDs, these categories sport a new experience for taking next steps and quickly finding the right task. Additionally, accessing information you've recently entered is now more organized across all categories.

New Vehicle Details

  • Quick Actions: Each tile now displays the next most important action to take.

  • Efficiency: Built to help you efficiently enter the information you have close by and set reminders for things that you'd like to circle back to.

Additional Files wizard makes it easier to bulk import your files.

Bonus: More money items have also been overhauled to make accessing and inputting new information easier too.

Get started with new features