Workflow Drilldown

Private / Hard Money Lender Dashboard • tile.collection_plan • recommend

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

Recommendation surface: summary + top-3 next actions + risk flags.

Not generated.
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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