Dashboard

Bank Dashboard

Independent-company-grade tools + drilldowns (tiles must complete to exports + receipts)
Tools Packs Templates Exports Receipts
tile.underwrite

Underwrite

Exports: underwriting_summary.pdf, assumptions.json, stress.csv
tile.collateral

Collateral Pack

Exports: collateral_pack.pdf, collateral.json, comps.csv
tile.timeline_risk

Timeline Risk

Exports: timeline_risk.pdf, risks.json, delays.csv
tile.exit_scenarios

Exit Scenarios

Exports: exit_compare.pdf, exits.json, returns.csv
Fail-closed rule: if a tile route isn't in the manifest, it is invisible and cannot ship.
Universal CRM
Sovereign • Directory‑Bound • Portable
Active
Citizen CRM
Your personal workspace. Always yours.
Active
Inbox People Pipeline
Company CRM
Company‑wide CRM for your business.
Directory
Open Company CRM
Work Bridge
Link your Citizen CRM to a company (Directory only).
Disconnected
Connect to Company