Workflow Drilldown

Mortgage Broker Dashboard • tile.deal_story • execute

Fail-closed • Append-only receipts • Non-activating UI workflow
startintakevalidateanalyzerecommendexecuteexportcomplete

Execution plan: checklists + timeline + owners (UI-only).

Not generated.
Back
Tip: drafts are stored locally. Exports and receipts are downloaded as files.
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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