Dashboard

Title & Escrow Dashboard

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

Title Search

Exports: title_search.pdf, title.json, findings.csv
tile.lien_scan

Lien Scan

Exports: lien_report.pdf, liens.json, liens.csv
tile.closing_pack

Closing Pack

Exports: closing_pack.pdf, closing.json, checklist.csv
tile.escrow_timeline

Escrow Timeline

Exports: escrow_timeline.pdf, escrow.json, milestones.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