Auto-name risk profile cards with usage type and property address
Agents with clients who own multiple properties can't tell which risk profile card belongs to which address. Cards use system-generated names (e.g., "2026-27 Risk Profile - [name]") with no way to rename them. When a client has five rental properties, all cards look identical and agents have to open each one to find the right property.
Request: auto-populate the card name with the usage type (Home, Landlord, etc.) and the property address, so the card label itself tells you what's inside without opening it. A manual rename option via the three-dot menu would also solve this.
This becomes critical at renewal time — agents need to quickly reference the right profile for the right property across a client's full portfolio.
Status: Waiting on Additional Feedback
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