Groups • Control Rooms • Lender Control Room • CRM
Underwriting • DSCR • Draws • Lender Packs
role: lender scope: org_id • project_id • property_id policy: OK receipts: OK nodes: OK
Switchboard Workflows Packs Receipts Artifacts CRM
Control Rooms are projection-bounded. UI never executes; backend evaluates policy and emits receipts.
CRM inside Control Rooms

Your CRM opens in a Control Room context. This page passes a control-room token to the CRM UI.

Open Universal CRM Inbox People Pipeline
Control Room template v1 (SCR/OCR-ready) • 2026-03-04T21:57:03.047385Z