Dashboard

Private / Hard Money Lender Dashboard

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

Term Sheet

Exports: term_sheet.pdf, terms.json, options.csv
tile.risk_score

Risk Score

Exports: risk_score.pdf, risk.json, factors.csv
tile.draw_schedule

Draw Schedule

Exports: draw_schedule.pdf, draws.json, draws.csv
tile.collection_plan

Collection Plan

Exports: collection_plan.pdf, collections.json, steps.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